Senior Analyst, CS Strategy and Analytics

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 Senior Analyst of CS Strategy and Analytics to join our Revenue Operations team . This role is available to candidates in our Vancouver, Calgary, or Toronto hub cities, or remotely across Canada (excluding Québec).What your team does:

Revenue Operations drives growth by supporting our revenue-generating and revenue-retaining teams. We are working closely with Sales, Customer Success, Finance, Marketing, Channel, Customer Enablement, and Customer Support to provide insights and recommendations, improve the efficiency of the GTM motions, and enable GTM teams to be innovative and self-sufficient.

Who you are:

As a Senior Analyst of CS Strategy and Analytics, you’ll be part of the team that values excellence and initiative, loves solving complex challenges, and cares about results. Your work will immediately and meaningfully impact key strategic decisions that shape Clio’s growth trajectory. You will initially focus on supporting our Financial Services go-to-market function. Our payments business generates revenue through adoption of our billing and payment capabilities.

You will analyze these dynamics to help shape headcount planning, GTM strategy, and performance tracking. You will also contribute analytical and operational support across our broader post-sale GTM teams, including Customer Success, Support, and Implementation.

What you’ll work on:

Acting as an advisor to the business, supporting the leadership on key strategic initiatives and deliver data-driven insights and recommendations.

Analyzing Payments Gross Processing Volume (GPV), revenue performance, and conversion funnels to identify growth drivers, efficiency opportunities, and the impact of GTM motions.

Partnering with GTM leaders to evaluate adoption programs and their effect on payment volume and monetization outcomes.

Designing and building data models, dashboards, and pipelines to enable scalable analysis of program activities and outcomes.

Partnering with data teams to implement analytics in dbt and Databricks, improving data accessibility and depth of insight.

Conducting in-depth analysis of complex data sets to extract valuable insights and utilize statistical techniques, data visualization, and advanced analytics to identify patterns, trends, and opportunities to drive operational excellence and inform strategic decisions.

What you bring:

5+ years experience in a GTM Strategy or Analytics role, ideally in a SaaS or fintech environment.

Strong analytical and quantitative skills, with proficiency in SQL.Experience building dashboards in data visualization tools (CRMA, Looker, Google Sheets).Experience leveraging modern data tool stack (dbt, Databricks, Snowflake) and python to scale analytics.

Understanding of payments business models (e.g., GPV, transaction fees, adoption metrics) and post-sale GTM dynamics (e.g., retention, expansion).A Builder Mindset—comfortable moving from spreadsheet-based analysis toward scalable, repeatable analytics solutions.

Effective communication – ability to communicate with stakeholders of all levels, translating data into insights and recommendations that influence GTM strategy and execution.

Ability to navigate and manage ambiguity, and clearly define the best course of action and finds solutions despite incomplete information.

Excellent collaboration skills with the ability to work effectively in cross-functional teams.

Keen interest in improving your craft by using AI.A breadth of experience interacting across marketing, GTM teams, finance, and business operations.

This is a new role.

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…