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. Define and execute the strategic vision for Clio’s Professional Services function, aligning service offerings with the company’s overarching goals to increase customer retention, product adoption, and revenue growth.

Lead the next phase of evolution for Clio's Professional Services function, expanding into new service lines, service designs, and offerings that anticipate emerging customer needs and unlock new revenue streams. Architect and launch AI-native service offerings that complement Clio's AI product suite, positioning professional services as a strategic partner in our customers' AI adoption journey. Collaborate with cross-functional leaders, including the Customer Success, Sales, and Product teams, to embed professional services within Clio’s core value proposition and support Clio’s position as a trusted partner in the legal tech space.

Continuously assess and refine the professional services strategy to stay ahead of industry trends and adapt to evolving customer needs, ensuring Clio remains a trusted leader in legal technology solutions.

Represent Professional

Services at the executive level, shaping the function's role within Clio's broader customer lifecycle and long-term strategic roadmap. Own the full P&L; for the Professional Services function, including budgeting, forecasting, and driving profitability across all service lines. Build financial discipline into service design and pricing, ensuring every offering meets target margin thresholds while remaining competitive in the market.

Identify and act on growth opportunities within the existing customer base while developing new revenue streams through service expansion, sales integration,



and collaboration with the Finance team. Develop and lead a high-performing team of subject matter experts across legal workflows, product domains, and industry verticals - investing deeply in their growth, retention, and long-term career trajectories Cultivate a high-performance culture focused on delivering exceptional customer outcomes while empowering team members to contribute meaningfully to Clio’s mission and values. Build and nurture a talent pipeline within the team, fostering an environment that promotes qualified growth, knowledge sharing, and readiness for future leadership opportunities.

Take an active role in scoping customer needs, actively engaging in service delivery to ensure alignment with customer objectives, and setting a high standard for customer satisfaction through direct involvement and hands-on support. Customer-Centric Service Design Lead the design and delivery of differentiated ‘white-glove’ service offerings that cater to enterprise and high-value customers, ensuring these clients receive an unparalleled, seamless experience that reinforces Clio’s reputation for excellence. Strategically manage customer escalations by assessing root causes, implementing effective solutions, and developing long-term preventative measures to enhance customer satisfaction and strengthen client relationships.

Gather and leverage customer insights to continuously improve service offerings, refine processes, and inform product innovation, ensuring alignment with market trends and customer expectations. Design and launch new service categories; including AI advisory,



AI adoption, and AI enablement offerings, that help customers unlock the full value of Clio's AI product suite. Establish AI as the foundation of the professional services operating model, building an AI-first culture where every team member is actively thinking about how to increase efficiency, quality, and scale through AI.

Champion the adoption of AI-native tooling across delivery, project management, quality assurance, and customer interactions; Pioneer innovative best practices and technology-enabled solutions that unlock new levels of scalability, amplify team impact, and position the function for sustained growth. Institutionalize a data-driven operating model to continuously measure and improve delivery efficiency through AI-driven insights, reducing cost-to-serve while elevating customer outcomes. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance ~ Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. Flexible time off policy, with an encouraged 20 days off per year. ~$The expected salary range for this role is $155,700 to $233,500 CAD. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility We are dedicated to diversity, equity and inclusion.

We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency.

📌 Head of Consulting Services - Remote (Vancouver)
🏢 Clio
📍 Vancouver