Account Executive, Velocity

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.

Our Account Executive Velocity team works closely with solo practitioners and small law firms who are seeking a legal practice management system to transform their business. In this role, you will be working with entrepreneurs, and helping their practices come to life. This is a crucial part of our business as it’s our largest Account Executive team at Clio, and one that is integral to our success as a company.

Uncover new business opportunities, leveraging prospecting skills and relationships to build lasting partnerships with Law Firms in your assigned territory

Convert qualified opportunities using phone, email, and product demonstrations

Use Salesforce to manage all sales activities

Accurately forecast monthly sales pipeline weekly

Take ownership of your territory, managing the sales cycle for all inbound and outbound opportunities

Collaborate with qualifying teams to strategize on opportunity generation within your territory

Conduct discovery calls and product demonstrations to recommend the product solution that best fits each client’s needs

Collaborate with cross-functional teams to ensure customer expectations are met with Clio’s product offerings

Stay up-to-date with industry trends and adapt your sales strategy to position Clio best in your territory.

Minimum of 3 years of sales experience, including closing deals

Minimum of 1 year of SaaS, full-cycle sales experience preferred

You have a track record of success developing and managing both an inbound and outbound pipeline effectively

Experience preparing and taking the lead on product demonstrations

Strong communication, organizational and presentation skills with the ability to sell and negotiate at all decision‑making levels

You are self‑motivated, creative, organized, and process‑oriented

Experience using tools such as Salesforce, Salesloft, Zoom Info, Sales Nav 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.

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

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.

Our Account Executive Velocity team works closely with solo practitioners and small law firms who are seeking a legal practice management system to transform their business. In this role, you will be working with entrepreneurs, and helping their practices come to life. This is a crucial part of our business as it’s our largest Account Executive team at Clio, and one that is integral to our success as a company.

• Uncover new business opportunities, leveraging prospecting skills and relationships to build lasting partnerships with Law Firms in your assigned territory
• Convert qualified opportunities using phone, email, and product demonstrations
• Use Salesforce to manage all sales activities
• Accurately forecast monthly sales pipeline weekly
• Take ownership of your territory, managing the sales cycle for all inbound and outbound opportunities
• Collaborate with qualifying teams to strategize on opportunity generation within your territory
• Conduct discovery calls and product…