Pre-Sales Solution Architect, Enterprise

Summary

We’re looking for a Senior Enterprise Sales Solution Architect in the New York City area to join our growing Enterprise Sales team. In this role, you’ll be a key technical advisor during the sales process, delivering high-impact product demos and proof-of-concepts to large law firms using our adaptive work management platform. You’ll collaborate across teams to design tailored solutions that solve real problems and exceed client expectations.

As a Senior Enterprise Sales Solution Architect at Clio, you will be a cornerstone of our sales process, delivering detailed technical demonstrations and crafting tailored proof-of-concepts (POCs) to show how Clio Operate meets the unique requirements of our enterprise clients. You will be a trusted advisor to prospects, engaging with IT Teams, Business Teams and senior decision-makers, while collaborating closely with sales, product, and delivery teams to ensure our solutions exceed expectations.

As we grow, there will be opportunities to build and lead a team of pre‑sales professionals, so leadership potential and a desire to shape the future of this function are key to this role.

• Deliver engaging, tailored product demos and proof-of-concepts that showcase how Clio Operate solves specific client challenges
• Analyze complex business processes and identify automation opportunities to improve operational efficiency
• Translate client needs into scalable, practical solutions using Clio Operate’s platform capabilities
• Collaborate closely with sales to develop solution strategies that resonate with stakeholders and help close high-value deals
• Act as a technical lead during discovery sessions, workshops, evaluations, and proposal presentations
• Support smooth transitions from sales to implementation, providing clear documentation and project context
• Stay informed on legal tech trends, SaaS innovations, and workflow automation to position Clio Operate effectively and competitively

• 5+ years in pre‑sales, solution consulting, or business analysis within a complex SaaS & enterprise software environment, preferably in legal‑tech
• Proven experience designing and delivering demos and POCs that reflect real-world enterprise use cases
• Deep understanding of process automation, integration patterns, and business workflow design
• Experience in legal tech, case/matter management, or adjacent B2B industries is highly beneficial
• Outstanding communication skills—you can distill complex technical concepts into clear, persuasive narratives for any audience
• Skilled at engaging with IT stakeholders, business users, and executive decision-makers throughout long sales cycles
• Collaborative, proactive, and energized by the opportunity to work cross-functionally across sales, product, and implementation teams
• Leadership potential with a desire to shape and grow a high-performing pre‑sales function as we scale
• Willingness and ability to travel up to 30% for in-person meetings, presentations, and relationship-building across the U.S.

This role is based in New York City and offers a flexible hybrid work schedule, with opportunities to collaborate in the office at least 2 days per week. We’re excited to connect with candidates who are able to commute to our New York City office and enjoy a balance of in-person and remote work.

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, London, New York City, and Sydney) to be in office min. twice per week
• Flexible time off policy, with an encouraged 20 days off per year
• $2,000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years