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.

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.

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.

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.

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; 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.

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’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.

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.

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.

drafting and debugging Salesforce formulas, validation rules, and flows; reconciling data; and drafting SOPs and release notes.

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.

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.

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.
- Salesforce CPQ, Zuora, Subskribe).



Billing experience. Hands‑on experience with a modern subscription‑billing platform (e.g., Zuora, Subskribe) and a solid grasp of foundational billing concepts—recurring billing, invoicing, proration, co‑terming, and revenue‑recognition handoffs. Prior DealHub billing experience isn’t required; transferable billing experience you can apply quickly is.
- Demonstrated use of AI tools to improve your own productivity and the quality of your output in a technical or systems role.
- Proven technical acumen to translate business requirements into a functional design.
- Experience building or supporting integrations and automations (Workato a plus).
- Meticulous organization, attention to detail, and strong ownership—self‑motivated and able to operate independently and manage deadlines in a fast‑paced environment.
- Excellent written and verbal communication, including the ability to explain technical concepts to non‑technical stakeholders.
- Salesforce Administrator Certification (or ability to obtain within a reasonable timeframe).

Serious bonus points if you have

DealHub administration experience (including its CPQ and billing functionality).

Salesforce Advanced Administrator, Platform App Builder, or other relevant Salesforce certifications.

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 and Sydney) to be in office minimum twice per week.
- Flexible time off policy, with an encouraged 20 days off per year.
- EAP benefits for you and household members, including counseling and online resources
- 401k matching and Child Education Savings
- The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an setting where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from.

📌 Senior Systems Engineer , Remote Work (Vancouver)
🏢 Clio
📍 Vancouver