Clio - Cloud-Based Legal Technology

Account Executive

• Liderar el ciclo completo de ventas para Vincent AI: prospección estratégica → demos consultivas → negociación → cierre y expansión dentro de bufetes de abogados y departamentos legales de tamaño mediano a grande.
• Generar y cualificar un pipeline de alta calidad dentro del sector legal mexicano (cuentas estratégicas y de mid-market).
• Desarrollar una comprensión profunda de los puntos de dolor (pain points) de los abogados (eficiencia, precisión, cumplimiento) y posicionar a Vincent AI como la solución que transforma su trabajo diario.
• Construir relaciones de confianza a largo plazo con socios, socios directores (managing partners) y directores jurídicos (general counsels).
• Colaborar con los equipos de marketing, customer success, producto y el equipo global de Clio/vLex para maximizar la tasa de éxito (win rate) y la satisfacción del cliente.
• Mantener el CRM actualizado con precisión y proporcionar pronósticos de ventas (sales forecasting) fiables.
• Cumplir y superar objetivos comerciales ambiciosos, contribuyendo al liderazgo de Clio vLex en IA legal en toda la región.

Full-stack Engineer

• Go deep on complex, correctness-critical problems — jurisdiction logic, deadline calculation, cross-system data sync, and the billing that depends on them.
• Lead a project end to end: shape the design, write it down so others can follow the reasoning , and drive it across every team it touches.
• Mentor a team of fast-rising engineers— through code review, pairing, and design discussion — with the kind of feedback that grows people toward senior.
• Represent the team in cross-Clio technical discussions— architecture, standards, and the ambiguous cross-team problems that don't have an obvious owner.
• Help us move fast sustainably— amplifying your output with AI while bringing enough structure that speed never costs clarity.

Senior Software Developer – Calendar, Court Rules

Performance Marketing

• Develop and own Clio's demand generation strategy for the Spanish market, identifying the channels and programs that will unlock the biggest growth.
• Set targets and budget allocation across paid search, paid social, webinars, and events, and be accountable for performance against them.
• Analyse the Spanish market and legal industry landscape to shape messaging, targeting, and campaign priorities.
• Build the annual and quarterly demand gen plan for Spain in partnership with the broader EMEA marketing and sales leadership.
• Lead the execution of integrated, multi-channel campaigns across paid search (Google Ads), paid social (LinkedIn, Meta), webinars, and events.
• Own the relationship with external paid media agencies, setting strategy and holding them accountable for delivery and performance.
• Direct A/B testing programs across creative, copy, and landing pages, and use results to keep sharpening the approach.
• Partner with Content, Design, and Product Marketing to make sure campaign assets land with the right audience and message.
• Own reporting on pipeline contribution, CPL, conversion, and other key demand gen metrics for Spain.
• Build and maintain dashboards in Salesforce and Looker that give leadership visibility into what's working.
• Turn performance data into a clear point of view on where to double down and where to pull back.
• Report regularly to EMEA marketing leadership on progress against targets.
• Work closely with Sales and Customer Success on lead flow, follow-up, and feedback loops.
• Represent the Spanish market's needs in broader EMEA marketing planning.
• Build relationships with in-market stakeholders to keep campaigns grounded in what the Spanish legal market actually needs.
• Manage cross-functional relationships with Sales, Content, Design, Product Marketing, and Revenue Operations.
• Build and maintain the campaign calendar and roadmap for Spain.
• Represent Spain's needs and opportunities within the broader EMEA marketing strategy.

Demand Generation Manager

Customer Success Manager

• Establish a trusted adviser relationship with your portfolio of high-value accounts, integration partners, and key stakeholders, ensuring Clio’s products and services are closely aligned with customer business goals.
• Use AI-powered analytics, usage metrics, and industry benchmarks to present insights that drive actionable next steps.
• Facilitate executive-level business reviews to align with customer goals, measure ROI, and reinforce Clio’s value proposition.
• Maintain high levels of customer engagement and satisfaction, with a focus on adoption and workflow optimization to drive strong renewal and upsell outcomes.
• Drive team success metrics and recommend strategies to increase customer ROI, usage, and adoption of Clio’s offerings and services.
• Coordinate engagement between critical accounts, Product Management, Sales Engineering, and other functions to investigate and evaluate future needs, advocating for customers while balancing business priorities.
• Develop an expert understanding of Clio’s products and services to proactively recommend solutions aligned with customers’ strategic goals.
• Leverage AI-driven insights and predictive analytics to identify opportunities for growth, workflow optimization, and risk mitigation, aligning Clio’s AI-powered solutions with customers’ strategic objectives.
• Partner with Product and Data teams to provide feedback on AI features, ensuring they enhance legal workflows and deliver measurable ROI.
• Act as a thought leader for AI adoption in legal practice management, guiding customers through change management and driving successful integration.
• Proactively drive team initiatives, and portfolio insights, identifying opportunities and solutions at both the team and cross-functional level.
• Interpret customer data, feedback, and inputs to relay opportunities across departments.
• Coach and support fellow team members to build a culture of excellence and continuous improvement.

Senior Customer Success Manager

Analyst

• Lead investigations and incident response for medium- and high-severity security events — phishing campaigns, insider risk, compromised accounts, data-loss concerns — owning the response from triage through resolution and post-incident review.
• Own detection engineering across the corporate security stack — tune DLP, EDR, phishing templates, remediations, and SSO/IdP signals; build correlation rules; reduce false-positive rates without sacrificing coverage.
• Drive root-cause analysis after incidents and near-misses, then translate findings into durable runbook, control, and tooling changes.
• Build and maintain automations and integrations that move work left — auto-remediation playbooks, signal enrichment, evidence collection pipelines.
• Define, document, and evolve internal incident response playbooks for insider threat, compromised device, and data-loss scenarios.
• Partner with the Manager, CorpSec on tooling decisions — evaluate, configure, and operate platforms across EDR, DLP, phishing, SIEM, and SOAR.
• Tune and evolve security tooling for AI detection — address risks of unauthorized data movement, agentic workflows, and the lethal trifecta.
• Drive correlation and visibility capability across Clio's security stack so detection and investigation stay timely as the company continues to grow.
• Act as incident commander on high-severity events — coordinate response across respective teams, as needed; communicate clearly to stakeholders during and after.
• Raise the operational bar of the team — coach junior analysts, review their investigations, share patterns and gotchas, and write documentation, scripts, and/or automations for others to learn from.
• Identify operational health problems before they become incidents — propose, prioritize, and execute the work to close gaps.
• Drive cross-team initiatives that no single team owns — DLP policy refinement, MDM coverage, audit log centralization, AI tooling guardrails.
• Support security compliance requirements for SOC 2, ISO 27001, GovRAMP, and PCI-DSS — own and design technical evidence pipelines, not just one-off collection.
• Maintain Clio trust by communicating transparently and proportionately — we design to protect, not to surveil.

Senior CorpSec Analyst

Editor

• Analyze and maintain statutes, administrative codes, and cases for an assigned jurisdiction or set of states/countries.
• Apply and review case treatment taxonomies, ensuring accuracy and consistency across the collections.
• Write and update case headnotes and summaries (digests) where required.
• Conduct quality checks on work submitted by other Editors or external contractors.
• Identify gaps or issues in the content collection and escalate with appropriate documentation.
• Contribute to technical specifications for developers setting up new data pipelines or parsers.
• Coordinate with the Content team on prioritization of editorial backlogs.
• Use Iceberg (vLex's internal content factory tool) and jurisdiction-specific editorial tools.

Financial Planning and Analysis

• Serve as the architectural subject matter expert for our EPM Solution (Pigment).
• Responsible for maintaining FP&A integrations with other connected applications (NetSuite, Workday, SFDC, Looker).
• Evaluate Clio’s business processes and develop process improvements optimizing the use of FP&A tooling.
• Create and manage issues within our roadmap based on severity and work with your team and partners and resolve them in a timely manner.
• Manage user tickets, provide technical support and resolve bugs relating to our EPM Solution.
• Administer user licenses and permissioning for our EPM Solution while ensuring proper controls are in place to maintain the integrity of sensitive data.
• Document application development processes, procedures, and standards for use within the FP&A Systems team.
• Develop and deliver instructional materials for our users to better enable adoption of our systems.
• Coordinate with stakeholders and partners independently to scope and develop solutions.

Senior Systems Specialist, FP&A

Product Marketing

• Own the end-to end GTM strategy, drive product adoption, feature engagement and retention across your portfolios while setting clear priorities for your team
• Maintain standout positioning and messaging strategy that is grounded in customer insights, competitive intelligence, and business goals — and that your team has what they need to deliver against it
• Drive growth across portfolio KPIs, using data, customer feedback, and market intelligence to identify opportunities, strategy and recommendations
• Serve as the primary point of accountability for your portfolio, connecting product strategy to marketing outcomes
• Lead GTM planning cycles, ensuring priorities align with the direction set by the Sr. Manager, Product Marketing
• Partner with your Product Management counterparts to ensure customer and market insights are consistently informing the roadmap and informing GTM decisions
• Set clear standards for how your team launches features, drives adoption, measures success, and scales learnings — while empowering them to own execution
• Represent your portfolios in monthly PMM-CMM cross-functional planning to ensure adequate prioritization of your portfolios
• Build strong working relationships with stakeholders outside your immediate team to remove execution blockers and drive shared objectives forward
• Ensure your team is resourced and set up to deliver on cross-functional commitments
• Lead, coach, and develop your team, supporting their career growth while holding them accountable to strong performance and results
• Build a high-performing team culture grounded in ownership, collaboration, and continuous improvement

Product Marketing Manager, 17 Month Contract

Production Engineer

• Design, build, and maintain the AWS infrastructure supporting Clio’s production environments
• Implement and evolve Infrastructure-as-Code using Terraform, ensuring reproducibility and compliance
• Collaborate with developers to improve CI/CD pipelines, deployment strategies, and overall developer experience
• Enhance observability and reliability, refining alerting, monitoring, and incident response
• Collaborate on cloud optimization projects, improving performance, cost efficiency, and security posture
• Mentor and guide team members, fostering a culture of technical excellence and continuous learning
• Partner with Security, MLOps, and Product Engineering teams to deliver scalable, resilient, and compliant systems
• Define agentic patterns to inflect the way we build, deploy, and observe cloud infrastructure

Systems Engineer – Production

Manager

• Act as DRI for Team Day , Clio’s annual all-company conference — owning end-to-end planning, execution, and cross-functional committee leadership
• Design and deliver recurring connection programming including Summer Socials and seasonal moments throughout the year
• Lead wellness and wellbeing initiatives that support a healthy, high-performing culture
• Own the intentional-gathering strategy for Anchor Days under our Distributed by Design (DxD) model — the programming, purpose, and rhythms that build connection and collaboration worth showing up for
• Own the Remote Employee Experience : how distributed and remote Clions connect, belong, and thrive, including Remote Community Days
• Design and manage global recognition programs spanning peer recognition (Bonusly), milestones, anniversaries, and culture awards — ensuring they land consistently across all regions and entities
• Define success before you launch — name the metric for every program, then own outcomes in Peakon, participation data, and connection/belonging signals
• Lead and develop the Employee Engagement team (currently Mitch — Events & Experiences; Tasha — Recognition; Lorena — program coordination)
• Partner with Workplace Experience, the People Leadership Team, and senior stakeholders to integrate engagement best practices across the organization

Senior Manager, Employee Engagement

Customer Support

• Handling inbound requests via phone, chat, and email while maintaining high Customer Satisfaction scores and meeting a high bar of performance
• Learning the Clio products, including our core platforms and cutting-edge AI-powered solutions, to proactively solve customer challenges
• Deepening your product knowledge over time to confidently handle a broader range of customer issues
• Troubleshooting and resolving issues in collaboration with Technical Escalations, Product, and Customer Success teams
• Mentoring and supporting newer team members, helping them navigate onboarding questions, build product confidence, and develop their skills
• Serving as a go-to resource for peers on product questions, sharing knowledge and best practices across the team
• Promoting self-help resources and driving client engagement
• Making proactive recommendations of additional Clio products that could benefit the customer
• Capturing product feedback and staying updated on new releases to maintain expertise, including developments in AI capabilities and features
• Contributing to projects that improve departmental processes, documentation, and resources
• Supporting a positive team culture through knowledge-sharing and collaborative problem-solving

Intermediate Customer Support Specialist – Legal, Accounting Background

• Work with a team of developers to solve complex problems and provide elegant solutions to Clio customers
• Work in an agile environment with our team of full stack developers across a variety of projects
• Learning new things, and challenging yourself and honing your craft as a Rails expert
• Participating in diverse projects and collaborating with multiple engineering teams across the globe
• Review and provide feedback on code, both from within your own team or across all of Clio
• Collaborate with teams across Clio to diagnose, understand, and solve problems, and to build solutions that may span many areas
• Teach and learn from those around you - providing constructive feedback to those around you, and taking on feedback to help grow

Senior Software Developer, Invoicing

Marketing

• Design and launch new experiments to further extend our referral program.
• Own channel goals, track performance, and report on key metrics, including referral rates, MQLs, pipeline contribution, and ROI.
• Monitor and analyse program performance metrics, providing actionable insights and data-driven recommendations for improvement.
• Leverage customer and data insights to identify opportunities for new segmentation strategies.
• Continuously test and optimise referral workflows, incentives, and messaging to enhance user experience and conversion rates.
• Work with a dynamic cross-functional team to align referral initiatives with overall business objectives and ensure smooth program integration.

Senior Customer Marketing Manager – Advocacy

Onboarding Specialist

• Own the full onboarding and activation experience from day one through the end of the critical first 120 days, across every Clio product a customer has access to.
• Map the journey in detail: initial setup, first value moment, team adoption, habit formation, and the natural discovery of additional Clio products within their existing subscription.
• Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points that are appropriate to the customer.
• Define what ‘activated’ means for each Clio product, by customer segment and firm type.
• Build or drive the instrumentation you need to make the 120-day journey visible: cohort analysis, time-to-first-value, milestone completion rates, drop-off points, and feature adoption depth.
• Work closely with customers, the Onboarding and Migration team leads to understand where their current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked.

Senior Product Manager, Onboarding and Activation

• Lead and develop the CS Platforms team.
• Own the post-sale platform stack: Salesforce Service Cloud and CS objects, the Customer Success platform, Professional Services tooling, and support and conversational AI.
• Design and build CS-domain AI agents and automations in-house using Claude and related tooling, shipped through GitHub pull requests with peer review.
• Own build-versus-buy and manage the CS support-AI vendors, including selection, configuration, and ongoing operation.
• Build on Clio's Enterprise AI platform and within its governance.
• Partner with Data Engineering and Data Insights on the data that feeds the CS stack.
• Set the roadmap with stakeholders across Customer Success, Support, Professional Services, and the wider Revenue Operations org.