Manager, Sales Operations

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.

Revenue Operations has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, and Customer Success by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

You will be joining Clio’s Revenue Operations team as a high-impact leader during a pivotal phase of the company’s explosive growth. As Manager, Sales Operations, you will play a critical role in optimizing existing revenue processes to support sustainable growth.

This role is responsible for overseeing and optimizing revenue operations across new business, expansion, and renewal motions, ensuring operational excellence, forecasting accuracy, and strong alignment with Clio’s go-to-market strategy. You will partner closely with Sales, Marketing, Customer Success, Finance, and Product, and report directly to the Director, Revenue Operations.

Team Leadership & Scaling

• Build, lead, and mentor a high-performing Revenue Operations team specifically focused on supporting high velocity sales in the SMB segment.

• Partner with Senior Sales Leadership on OKR’s to develop and operationalize revenue strategies aligned with Clio’s growth objectives

• Build tools, frameworks, and processes that support new market entry, expansion motions, and renewals at scale with an AI-Forward approach

• Drive cross-functional alignment and consistency in operational practices between global and regional teams.

Systems & Revenue Operations

• Identify, design, and implement improvements to revenue workflows and processes to increase efficiency, scalability, and visibility across regions

• Own and optimize systems supporting the Lead-to-Cash lifecycle in systems such as Salesforce, CPQ, Stripe, and Netsuite

• Ensure processes scale effectively to support expansion, regional nuances, and future product growth

• Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.

Sales Territories & Planning

• Develop accurate, global sales territories using historical data, pipeline analysis, and market trends

• Partner with sales leadership and compensation teams to establish realistic targets, quotas, and capacity plans across regions and segments

• Drive rigor and consistency in forecasting and pipeline management

Sales Reporting & Executive Communication

• Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives

• Deliver clear, actionable insights to Sales Leadership and cross-functional stakeholders to inform decision-making

Revenue Analytics & Insights

• Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis

• Lead predictive and diagnostic analytics to surface growth opportunities and performance risks

• Translate complex data into practical recommendations that drive revenue outcomes

• Analyze sales metrics to identify trends, opportunities, and areas for improvement across the funnel

• Generate insights that inform strategy, improve execution, and elevate global sales performance

• High-impact self-starter: you take initiative to move projects forward and can operate well with little guidance. You’re excited by the possibility of leading cross-functional work streams and generating buy-in among senior leadership.

• Raw smarts and Hustle: we are looking for people who can look at complex problems and solve them start to finish.

• Strong analytical skills: you nerd out about data, can quickly structure analyses to answer key business questions to drive decision-making, and will also have perspectives on building the right data architecture

• Process and operational thinking: you can tackle a problem independently and quickly iterate to a solution, and then also document it in a way that's easy to understand for all audiences. Previous…