Who you are

• Minimum 4 years of sales experience, including closing deals
• 3 years of experience working in SaaS or other technology companies
• Experience working complex deal cycles with high-leverage customers
• Knowledge and passion for technology and cloud-based products
• Previous experience running demos
• A competitive mindset
• Cold calling skills
• A coachable and collaborative nature
• Advocate for Clients: Pass client feedback and feature requests to our product teams and facilitate meetings with project managers to discuss potential product enhancements
• Account Planning: Develop and execute strategic account plans to ensure client satisfaction, retention, and growth
• Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus
• Demonstrate a keen interest in improving your craft by using AI

What the job involves

• Our Strategic Account Executive in Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem
• As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service
• You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo
• Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges
• As a Mid-Market Customer Sales, Account executive at Clio, you will manage and nurture relationships with a portfolio of high-value customers, typically 20+ employees
• You will own a book of business consisting of key Mid-Market accounts, and your primary responsibilities will include driving expansion retention and ensuring that Clio’s solutions continue to meet the evolving needs of your clients
• In this quota-bearing sales role, you will work cross-functionally with marketing, sales, product, customer success, and partnerships teams to ensure the growth and satisfaction of our Mid-Market Accounts
• You will focus on creating long-term value and building strong relationships with key decision-makers to identify upselling, cross-selling, and expansion opportunities
• Upselling and cross-selling Clio’s full suite of solutions
• Converting qualified opportunities using telephone, email and product demonstrations
• Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
• Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts
• Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers
• Forecasting, negotiation and deal closures
• Developing business cases for customers
• Hunting and prospecting into existing customer accounts

Benefits

• Company equity
• 401k
• $500 contribution when you become a parent and/or guardian
• RRSP-matching
• Pension plans
• 4-week minimum vacation
• Work from home when you need to (role-specific)
• Parental leave options for moms and dads
• Customizable extended health benefits (including $2000 per year to spend on counseling)
• Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes