Manager, Professional Services

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 Manager, Professional Services to join our Professional Services team in Burnaby
, Calgary
, Toronto
, or remotely across the US/Canada (
except Quebec
).

We are looking for a strategic, visionary, and results‑oriented Manager of Professional Services, to drive the expansion, profitability, and impact of Clio’s professional services team. Our ideal candidate is dedicated to building meaningful customer relationships and driving measurable success for customers by aligning their goals with Clio’s suite of products. You excel at identifying opportunities to enhance customer experience and proactively launching new services that accelerate their product adoption and drive business growth.

You will be responsible for guiding a team of high‑performing consultants and executing a professional services Revenue Commitment Model (RCM). This position requires a strategic understanding of legal workflows and the evolving needs of legal professionals, enabling you to identify and implement solutions that drive efficiency, productivity, and long‑term value for our customers in the legal industry.

Our Professional Services team is dedicated to helping customers fully realize the value of Clio’s product suite. Our team members are smart system thinkers who strengthen long‑term adoption by translating complex needs into clear, efficient solutions and guiding customers through meaningful operational change.

• Define and execute the strategic vision for Clio’s professional services, aligning service offerings with the company’s overarching goals to increase customer retention, product adoption, and revenue growth.
• Develop scalable, high‑impact service offerings that cater to a diverse range of customer needs, from onboarding and workflow optimization to complex, enterprise‑level solutions.
• 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 technology 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.

• Drive the professional services Revenue Commitment Model (RCM), ensuring that the team meets or exceeds revenue targets by building a robust portfolio of services that resonate with customers’ evolving needs.
• 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 key metrics and success criteria to measure the financial and operational impact of professional services, using data‑driven insights to inform decision‑making and strategic direction.

• Lead, mentor, and inspire a team of consultants, fostering a culture of accountability, innovation, and customer‑centricity.
• Provide strategic guidance, coaching, and development opportunities for team members to grow their expertise and align their work with Clio’s strategic objectives.
• 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 professional 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.