Manager, Sales Operations

About this 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 .

Summary:

What your team does:  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. You will be joining Clio’s Revenue Operations team as a high-impact leader during a pivotal phase of the company’s explosive growth. 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.   What you'll work on: Team Leadership & Scaling • Build, lead, and mentor a high-performing Revenue Operations team specifically 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.

​ Systems & Revenue Operations • 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.

​ Sales Territories & Planning • 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

Sales Reporting & Executive Communication • 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

Revenue Analytics & Insights • 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

Who you are: • High-impact self-starter: you take initiative to move projects forward and can operate well with little guidance. You’re excited by the possibility of leading cross-functional workstreams and generating buy-in among senior leadership. 

• Raw smarts and Hustle: we are looking for people who can look at complex problems and solve them start to finish. 

• Strong analytical skills : you nerd out about data, can quickly structure analyses to answer key business questions to drive decision-making, and will also have perspectives on building the right data architecture

• Process and operational thinking : you can tackle a problem independently and quickly iterate to a solution, and then also document it in a way that's easy to understand for all audiences. Previous Salesforce experience is a plus. 

• Communication and stakeholder management : you'll need to be able to connect with sales reps and hardware engineers alike to figure out how we build the right processes and workflows to drive efficiency while also giving us the data to measure how we're doing. Strong written and verbal communication skills are a must. 

• Flexibility and hustle : you manage change and ambiguity well, and have no problems juggling multiple priorities while executing in a fast-paced environment. You’re comfortable pivoting quickly and often. 

  What you bring: • Bachelor's degree; MBA preferred

• 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.

• 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

• Familiarity with core GTM tools including Salesforce, SalesLoft, Gong,  CPQ platforms, Professional Services Automation (PSA) and Customer Success platforms

• Strong project management skills and the ability to mobilize cross-functional teams towards a common goal

• Strong communication skills, including written and verbal communication experience with senior leadership

• Deep interest in analyzing data and the ability to see beyond the numbers to drive sound decision-making

• Comfort using and developing reports, metrics, and dashboards with salesforce.com, Tableau, PowerBI or other relevant sales metric tools and programs.

• Ability to travel to or within Canada one week per quarter

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