Senior Solutions Consultant (Financial Performance)

Join Clio, a leading legal technology company, as a Senior Solutions Consultant. In this role, you will be a key player in our Solutions Consulting team, working closely with Account Executives to close new business and navigate complex technical and financial challenges facing law firms. You will own the technical deal cycle, define the demonstration strategy for Clio's financial performance suite, and collaborate with Sales to articulate Clio's financial core capabilities. Additionally, you will create technical demonstrations, drive revenue goals, enable the sales team, manage the sales lifecycle, influence the product roadmap, and maintain expertise in the legal and financial ecosystem.

• Lead the technical deal cycle across assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance.
• Define and own the demonstration strategy for Clio's financial performance suite, including Clio Accounting and Clio Payments, setting the standard for how these products are shown across the sales team.
• Partner closely with Account Executives to help close new business by navigating the complex technical and financial challenges facing law firms.
• Problem Solving: A creative and curious mindset used to find solutions for difficult technical or operational problems
• Communication Skills: The ability to explain complex technical or financial solutions clearly to various stakeholders
• Technical Proficiency: A solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure
• Relevant Experience: You have at least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator. Alternatively, you have spent that time selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions
• Adaptability: Comfort operating in a fast-moving environment where priorities shift and ambiguity is part of the job
• Relationship Building: The ability to build strong, trust-based relationships with both internal teams and external customers
• Leverage AI tools to accelerate your work (e.g. draft tailored RFP responses, build demo environments, analyze data)
• Have a baseline understanding of legal domain knowledge
• Hold a CPA designation or other accounting accreditation
• Have experience with legal practice management or legal research solutions