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About the Role

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. The Monetization team leads Clio’s AI-first pricing and packaging strategy and execution across all regions, including initiatives for new and existing customer segments, products, plans, bundles and cross-portfolio upgrades. This is a highly strategic team contributing to Clio’s success in a highly cross functional role working across nearly all functions at Clio.

Responsibilities

• Own the execution and measurement of pricing changes, from account migrations in billing systems and Salesforce to modeling, reporting, and testing.
• Own recurring price-based account migrations end to end, from cohort segmentation and batch processing through QA and post-migration validation.
• Build formula-driven templates for repeatable and auditable pricing migrations at scale.
• Support models that price new releases and size the impact of changes on existing customers.
• Help package findings into recommendations.
• Partner with Data & Insights to build dashboards and automated reporting that track realized vs. list price, discount depth, and ARPA by cohort.
• Work across Billing Ops, Sales Ops, CS Ops, and Enablement to automate manual steps in pricing execution.
• Equip Sales and CS when prices change.
• Help design and run in-market price tests to validate willingness to pay before changes roll out broadly.
• Use AI tooling to compress the analysis and execution cycle, from generating and QA'ing migration cohorts to automating handoff into Salesforce.
• Build intuitive internal pricing calculators and price sheets using AI tooling.

Requirements

• 2+ years in financial or business analysis and modeling, preferably for B2B SaaS, including heavy spreadsheet work with nested logic and QA across large datasets.
• Hands-on experience in a subscription billing system (Zuora, Stripe, Chargebee, or similar) and a CRM like Salesforce, including bulk updates and data validation across large account sets.
• 2+ years building dashboards and queries in Looker, Tableau, or similar.
• Experience with pricing analysis across SaaS charge models, such as subscription, usage-based, tiered, and per-seat.
• Experience running cross-functional projects in Asana or similar, coordinating with ops and GTM teams.
• Strong communication skills, with the ability to deliver clear status updates, business insights, and recommendations in written, presentation, and spoken form.
• Experience using AI tools (Claude, ChatGPT, Gemini) to support analysis, workflows, and day-to-day productivity.
• Experience with Workato or similar integration and task-automation tools (bonus).
• Prior experience executing pricing or plan migrations at scale (bonus).

Skills

• Analytical
• Curious about customer behaviour
• Data analysis
• Process automation
• Partnership building
• Detail-oriented
• Organized
• Self-managing
• Work verification
• Spreadsheet proficiency
• Subscription billing systems
• CRM systems
• Dashboarding
• Data querying
• Pricing analysis
• Cross-functional project management
• Communication
• AI tooling

Location

• Vancouver
• Calgary
• Toronto

Work Type

• Hybrid

Experience Level

• 2+ years

Salary/Compensations

• $97,300 to $131,700 CAD

Benefits

• Competitive, equitable salary
• Top-tier health benefits, dental, and vision insurance
• Hybrid work environment
• Flexible time off policy, with an encouraged 20 days off per year
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• 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. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Equal Opportunity

• Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion.
• We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from.
• 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.