Account Executive, Velocity Customer Sales

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 currently seeking a new Account Executive to join our Velocity Customer Sales team.

What your team does:

Our Velocity Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem. As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service. You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo. Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges.

What you'll work on:

Upselling and cross-selling Clio’s full suite of solutions

Converting qualified opportunities using telephone, email and product demonstrations

Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar

Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts

Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers

Forecasting, negotiation and deal closures

Developing business cases for customers





Hunting and prospecting into existing customer accounts

What you bring:

3 years of sales experience, including closing deals

1 year of experience working in SaaS or other technology companies

Knowledge and passion for technology and cloud-based products

A competitive mindset

Cold calling skills

A coachable nature

Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus

Demonstrate a keen interest in improving your craft by using AI

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. 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.

Some highlights of our Total Rewards program include:

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance

Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.

Versatile time off policy, with an encouraged 20 days off per year.

$2000 annual counseling benefit

RRSP matching and RESP contribution

Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years





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 new Account Executive to join our Velocity Customer Sales team.

What your team does:

Our Velocity Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem. As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service. You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo. Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges.

What you'll work on:

- Upselling and cross-selling Clio’s full suite of solutions

- Converting qualified opportunities using telephone, email and product demonstrations

- Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar

- Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts

- Working with Support, Accou

📌 Account Executive, Velocity Customer Sales (Vancouver)
🏢 Clio
📍 Vancouver