Senior Quote-to-Cash Systems Engineer

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:

We are currently seeking a Senior Quote-to-Cash Systems Engineer to join our Revenue Operations team in Burnaby, Calgary, Toronto, or remotely across Canada (excluding Québec) or the US. This is a dedicated, hands-on role owning the day-to-day administration of our Quote-to-Cash stack—Salesforce, CPQ, and billing—and scaling it as our products and selling motions grow.

What your team does: The GTM Applications Systems team has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, Finance, and Business Operations teams and functions. We drive data that empowers business insights and critical decision-making, while accelerating these teams through operational efficiency across the customer lifecycle. Our tech stack includes not only Salesforce, but also ZoomInfo, Gong, Salesloft, Chili Piper, DealHub, Workato, NetSuite, LeapFin, and more. As part of the GTM Applications Systems team, the Quote-to-Cash (Q2C) team plays a critical role in driving operational excellence and fueling Clio’s rapid growth. The team is responsible for managing and optimizing the end-to-end cycle of sales transactions—from quoting and pricing to contract and subscription management, billing, and revenue recognition. Their work not only underpins the success of the GTM strategy but also contributes to the company’s broader goals of growth, customer satisfaction, and financial health.

Who you are: We aren’t looking for just any traditional Systems Administrator to join this team. We’re looking for an experienced professional with deep Quote-to-Cash expertise who will contribute to and help shape our company’s overall systems strategy; someone who thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our core values. We’re looking for an impact player! If you’re passionate about solving complex problems, designing and implementing creative and scalable solutions, and constantly seeking innovation, this could be the perfect role for you. Above all, you bring deep Quote-to-Cash expertise. You’ve spent years in CPQ—products and price books, quote templates, approvals, discounting, renewals, amendments, and co-terming—and you’re just as strong on billing, with hands-on experience in modern subscription-billing platforms and a firm grasp of invoicing, proration, and revenue-recognition handoffs. You see Quote-to-Cash as one connected flow and design solutions that scale with our products, pricing, and geographies. You’re also fluent with AI in your day-to-day work—using it as a force multiplier to move faster and raise quality, and helping the team find where AI can improve our Q2C workflows. You know when AI output can be trusted versus when it needs verification, and you apply it within our data-governance and security guardrails.

What you’ll work on: • Acting as the hands-on, day-to-day owner of our DealHub CPQ and billing platform—configuration, support, maintenance, and continuous improvement—and its integrations with Salesforce and the rest of our Quote-to-Cash stack.

• Owning and optimizing CPQ configuration, including product and pricing setup, quote templates, approvals, discounting logic, renewals/upsells, and co-terming and amendments.

• Supporting billing and invoicing processes end-to-end—billing configuration and triggers, invoicing, and the order → invoice → revenue flow across Salesforce, DealHub, NetSuite, and LeapFin.

• Scaling our Quote-to-Cash systems as Clio’s selling motions grow—including our expanding Enterprise motion—so the platform keeps pace with new products, pricing models, and acquisitions.

• Designing, building, and supporting integrations and automations (e.g., Workato) across the Q2C ecosystem, with a focus on reliable, observable data flows between Salesforce, DealHub, NetSuite, and LeapFin.

• Monitoring, troubleshooting, and resolving quoting, billing, and integration issues end-to-end—error handling, reconciliation, root-cause analysis, and clear incident communication—to minimize revenue-impacting disruptions.

• Using AI to accelerate your own work and improve the team’s Q2C workflows—e.g., drafting and debugging Salesforce formulas, validation rules, and flows; generating QA/UAT test cases; reconciling data; and drafting SOPs and release notes.

• Consulting with stakeholders across departments to gather and analyze requirements, and turning complex business needs into robust, scalable solutions.

• Collaborating with the wider team of Salesforce Administrators and Developers, and partnering cross-functionally with Revenue Operations, Product, Engineering, and Finance to deliver on strategic initiatives.

• Providing and cultivating a positive support experience to all GTM applications end users.

• Keeping up to date with Salesforce, DealHub, and Workato releases and best practices to inform and recommend system improvements.

• Documenting system configuration and administrative processes, including SOPs and runbooks.

• Performing QA and user acceptance testing (UAT), and safeguarding revenue-data integrity across the quote → invoice → revenue flow—supporting month-end/quarter-end readiness and reducing manual reconciliation.

• Providing guidance and coaching for junior administrators.

What you bring: • Post-secondary education in Computer Science, Information Systems, Business Administration, or relevant discipline (or equivalent practical experience).

• 5+ years of Salesforce administration experience in a complex, highly customized environment.

• CPQ expertise. 3+ years of hands-on experience with CPQ / Quote-to-Cash tooling (e.g., Salesforce CPQ, Zuora, Subskribe). De

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