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 buttering the lives of legal professionals while increasing access to justice. We are currently seeking a Senior Product Manager, Mid-Market: If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days.

Accounting sits at the center of how a law firm operates. Clio is an extensible platform, and our goal is to build the best accounting integrations in legal, so that data moves between a firm’s practice management and accounting systems seamlessly and accurately. We’re looking for a Senior PM who brings a rare combination: experience building enterprise-grade integrations, enough bookkeeping fluency to earn the trust of firm administrators and finance teams, and proven product and design skills that allow you to translate complex workflows into elegant experiences.

Accounting integrations sit at the intersection of practice management and a firm’s financial operations, serving law firms from solo practitioners to large enterprises. Your team owns Clio’s accounting integrations end to end: maintaining and improving our existing QuickBooks Online and Xero integrations, delivering new ones, and setting the strategy for where the portfolio goes next. The team is also accountable for how those integrations meet the rest of Clio, so that billing, time tracking, and payments move into a firm’s accounting system cleanly and stay in sync.

Own discovery and definition across the portfolio: what data needs to move, in which direction, how often, and what a complete integration looks like for each platform. Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics,



feedback loops, and success criteria in place. Customer and Domain Depth Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices.

Champion both compliance needs and business insight needs — helping firms not just stay compliant, but actually understand what their numbers mean. Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize. Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem.

Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers. 6+ years of product management experience, with a meaningful portion in B2B SaaS — ideally in FinTech, accounting software, or business operations tools. ~ Working knowledge of bookkeeping and accounting fundamentals: you don’t need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners. A genuine interest in helping businesses understand and act on their own financial performance — not just track it. ~ Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface,



even when the domain is anything but. ~ An exceptional communicator — equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers. ~ Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business. ~ Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience.

Bonus Points

Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services). Familiarity with trust accounting regulations or legal-specific compliance requirements. or building FinTech data pipelines. LI-Remote 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 workplace, 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 $137,500 to $186,100 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.

📌 Senior Product Manager, Mid-Market: Integrations (Toronto)
🏢 Clio
📍 Toronto