About the Role
As Manager, Sales Operations, you will play a critical role in optimizing existing revenue processes to support sustainable growth. This role is responsible for overseeing and optimizing revenue operations across new business, expansion, and renewal motions, ensuring operational excellence, forecasting accuracy, and strong alignment with Clio’s go-to-market strategy. You will partner closely with Sales, Marketing, Customer Success, Finance, and Product, and report directly to the Director, Revenue Operations.
Responsibilities
- Build, lead, and mentor a high-performing Revenue Operations team focused on supporting high velocity sales in the SMB segment.
- Partner with Senior Sales Leadership on OKR’s to develop and operationalize revenue strategies aligned with Clio’s growth objectives.
- Build tools, frameworks, and processes that support new market entry, expansion motions, and renewals at scale with an AI-Forward approach.
- Drive cross-functional alignment and consistency in operational practices between global and regional teams.
- Identify, design, and implement improvements to revenue workflows and processes to increase efficiency, scalability, and visibility across regions.
- Own and optimize systems supporting the Lead-to-Cash lifecycle in systems such as Salesforce, CPQ, Stripe, and Netsuite.
- Ensure processes scale effectively to support expansion, regional nuances, and future product growth.
- Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.
- Develop accurate, global sales territories using historical data, pipeline analysis, and market trends.
- Partner with sales leadership and compensation teams to establish realistic targets, quotas, and capacity plans across regions and segments.
- Drive rigor and consistency in forecasting and pipeline management.
- Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives.
- Deliver clear, actionable insights to Sales Leadership and cross-functional stakeholders to inform decision-making.
- Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis.
- Lead predictive and diagnostic analytics to surface growth opportunities and performance risks.
- Translate complex data into practical recommendations that drive revenue outcomes.
- Analyze sales metrics to identify trends, opportunities, and areas for improvement across the funnel.
- Generate insights that inform strategy, improve execution, and elevate global sales performance.
Requirements
- High-impact self-starter who takes initiative and can operate well with little guidance.
- Ability to lead cross-functional workstreams and generate buy-in among senior leadership.
- Ability to look at complex problems and solve them start to finish.
- Strong analytical skills to structure analyses and drive decision-making.
- Process and operational thinking to tackle problems independently, iterate to solutions, and document them clearly.
- Strong communication and stakeholder management skills to connect with diverse teams.
- Flexibility to manage change and ambiguity, juggling multiple priorities in a fast-paced environment.
- Comfortable in a matrix environment — influencing without direct authority across multiple functional teams.
- Roll-up-your-sleeves mentality — this is a builder role, not a manager-only role.
- Ability to travel to or within Canada one week per quarter.
Skills
- Salesforce
- CPQ
- Stripe
- Netsuite
- SalesLoft
- Gong
- Professional Services Automation (PSA)
- Customer Success platforms
- Tableau
- PowerBI
- Project management
- Written communication
- Verbal communication
- Data analysis
- Reporting
- Dashboard development
Location
- Vancouver
- Calgary
- Toronto
- Dublin
- London
- New York City
- Sydney
Work Type
- Hybrid
Experience Level
- 5+ years of people leadership experience, managing 4+ direct reports
- 7+ years in operations, sales, management consulting, finance, investment banking, or other analytical and strategic roles.
Education Level
- Bachelor's degree
- MBA preferred
Salary/Compensations
- $139,900 to $209,900 USD
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 with special acknowledgement at 3, 5, 7, and 10 years
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.
- Revenue Operations has one job—to drive growth by accelerating our revenue-generating teams.
- We directly support Sales, Marketing, and Customer Success by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.
- 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 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.
