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About the Role
We are seeking a Senior Quote-to-Cash Systems Engineer to own the day-to-day administration of our Quote-to-Cash stack—Salesforce, CPQ, and billing—and scale it as our products and selling motions grow.
Responsibilities
- Act as the hands-on, day-to-day owner of our DealHub CPQ and billing platform—configuration, support, maintenance, and continuous improvement—and its integrations with Salesforce and the rest of our Quote-to-Cash stack.
- Own and optimize CPQ configuration, including product and pricing setup, quote templates, approvals, discounting logic, renewals/upsells, and co-terming and amendments.
- Support billing and invoicing processes end-to-end—billing configuration and triggers, invoicing, and the order → invoice → revenue flow across Salesforce, DealHub, NetSuite, and LeapFin.
- Scale our Quote-to-Cash systems as Clio’s selling motions grow—including our expanding Enterprise motion—so the platform keeps pace with new products, pricing models, and acquisitions.
- Design, build, and support integrations and automations (e.g., Workato) across the Q2C ecosystem, with a focus on reliable, observable data flows between Salesforce, DealHub, NetSuite, and LeapFin.
- Monitor, troubleshoot, and resolve quoting, billing, and integration issues end-to-end—error handling, reconciliation, root-cause analysis, and clear incident communication—to minimize revenue-impacting disruptions.
- Use AI to accelerate your own work and improve the team’s Q2C workflows—e.g., drafting and debugging Salesforce formulas, validation rules, and flows; generating QA/UAT test cases; reconciling data; and drafting SOPs and release notes.
- Consult with stakeholders across departments to gather and analyze requirements, and turn complex business needs into robust, scalable solutions.
- Collaborate with the wider team of Salesforce Administrators and Developers, and partner cross-functionally with Revenue Operations, Product, Engineering, and Finance to deliver on strategic initiatives.
- Provide and cultivate a positive support experience to all GTM applications end users.
- Keep up to date with Salesforce, DealHub, and Workato releases and best practices to inform and recommend system improvements.
- Document system configuration and administrative processes, including SOPs and runbooks.
- Perform QA and user acceptance testing (UAT), and safeguard revenue-data integrity across the quote → invoice → revenue flow—supporting month-end/quarter-end readiness and reducing manual reconciliation.
- Provide guidance and coaching for junior administrators.
Requirements
- Post-secondary education in Computer Science, Information Systems, Business Administration, or relevant discipline (or equivalent practical experience).
- 5+ years of Salesforce administration experience in a complex, highly customized environment.
- CPQ expertise. 3+ years of hands-on experience with CPQ / Quote-to-Cash tooling (e.g., Salesforce CPQ, Zuora, Subskribe). DealHub experience is a strong plus but not required.
- Billing experience. Hands-on experience with a modern subscription-billing platform (e.g., Zuora, Subskribe) and a solid grasp of foundational billing concepts—recurring billing, invoicing, proration, co-terming, and revenue-recognition handoffs. Prior DealHub billing experience isn’t required; transferable billing experience you can apply quickly is.
- AI fluency. Demonstrated use of AI tools to improve your own productivity and the quality of your output in a technical or systems role.
- Proven technical acumen to translate business requirements into a functional design.
- Experience building or supporting integrations and automations (Workato a plus).
- Excellent consultative questioning and listening skills to fully understand requirements and pain points.
- Meticulous organization, attention to detail, and strong ownership—self-motivated and able to operate independently and manage deadlines in a fast-paced environment.
- Excellent written and verbal communication, including the ability to explain technical concepts to non-technical stakeholders.
- Salesforce Administrator Certification (or ability to obtain within a reasonable timeframe).
- DealHub administration experience (including its CPQ and billing functionality).
- Salesforce Advanced Administrator, Platform App Builder, or other relevant Salesforce certifications.
- Workato certification(s) and experience with integration observability, alerting, and operational runbooks.
- Experience with NetSuite (ERP) and/or LeapFin (revenue recognition) and the related accounting and close processes.
- Experience in a high-growth B2B SaaS company with a mature RevOps function and strong governance expectations (e.g., SOX/ITGC).
Skills
- Salesforce
- CPQ
- Billing
- Quote-to-Cash
- DealHub
- NetSuite
- LeapFin
- Workato
- AI
Location
- Burnaby
- Calgary
- Toronto
- Remote (Canada, excluding Québec)
- Remote (US)
Work Type
- Remote
- Hybrid
Experience Level
- Senior
- 5+ years of Salesforce administration experience
- 3+ years of hands-on experience with CPQ / Quote-to-Cash tooling
Education Level
- Post-secondary education in Computer Science, Information Systems, Business Administration, or relevant discipline (or equivalent practical experience)
- Salesforce Administrator Certification
- Salesforce Advanced Administrator Certification
- Platform App Builder Certification
- Workato certification(s)
Salary/Compensations
- $144,500 to $195,500 USD
Benefits
- Competitive, equitable salary
- Top-tier health benefits, dental, and vision insurance
- Flexible time off policy, with an encouraged 20 days off per year.
- EAP benefits for you and household members, including counseling and online resources
- 401k matching
- Child Education Savings
- Clioversary recognition program
About the Company
- Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
- We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
- We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations.
Equal Opportunity
- We are dedicated to diversity, equity and inclusion.
- We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation.
- We are committed to equal employment and we encourage candidates from all backgrounds to apply.
- Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.