Sales Operations Specialist

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 while .#
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* Summary:

**# We are currently seeking a
** Sales Operations Specialist
** to join our
** Revenue Operations Team**. This role is open to candidates in
** Vancouver, Calgary, or Toronto**.## What your team does:

Revenue Operations has one job—to drive growth by accelerating our revenue-generating and revenue-retaining teams. We directly support Sales, Marketing, Channel, Customer Enablement, Customer Support and Payments by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.## Who you are:

Clio is on a mission to scale our GTM operations to the next level. We are seeking a high-caliber Sales Operations Specialist to lead transformative initiatives that will drive operational excellence across our SaaS product operations. This role is tailor-made for seasoned professionals with a passion for strategic impact and a proven track record of large-scale operational transformations. You will be working on the Sales Operations team in the Revenue Operations department, reporting to the Director, Revenue Operations.

Your team is responsible for enabling sales operational efficiencies and data-driven decision making, and promoting a world-class sales organization. This role will be cross-functional with deep partnerships with many areas of the business: primarily Sales and additionally, Customer Success, Data Insights, Marketing, Finance, Product, and Business Operations. We are looking for someone who cares deeply about Sales and their unique needs in order to be able to drive efficiencies and create ideal prospecting and buying experiences.

The ideal candidate would have a passion for operations and a desire to deeply understand the complex challenges that our Sales teams face. You need to thrive in a fast-paced, rapid growth environment, where you are faced with new opportunities and challenges often. ##

What you’ll be doing :
* Segment-Centric operational improvement projects:
Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively  + Ongoing White Space Reporting    - I.e. Plan Upgrades  + Business Unit Reporting:
Net MRR  + Pipeline Reporting and Inspection  + Territory Revival  + Incoming Whitespace from Core Funnel  + Pricing Updates with legacy plans  + Manage Segment Offers Processing and Tracking  + CSQL/ CQL Reporting Workflows
* Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast
* Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, Sales Loft, and Chili Piper) and provide support for documentation and training.
* Collaborate cross-functionally on go-to-market initiatives with other departments (Revenue Enablement, Marketing, Product, Sales).
* Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices.
* Subject matter expert on various Sales functions, teams, and processes.
* Prioritize and support ad hoc requests and troubleshooting.
* Other duties as required.##

What you bring:

* 4+ years of relevant experience in Sales Operations at a technology company
* Experience with configuring and using sales technologies is a bonus e.g. Sales Loft, Chili Piper, Gong, Chorus, Zoom Info
* Proficient knowledge of SFDC objects, object relationships and reporting (Salesforce Admin certification is a bonus but not required)
* Meticulous organization, high standards of accuracy, and strong attention to detail
* Experience with managing org-wide change
* High proficiency in Google Sheets or MS Excel
* Experience working with BI tools, analyzing data, and extracting insights.
* Natural curiosity and drive to improve
* Ability to learn quickly and adapt to new and changing systems / tools
* Proactive mindset, constantly thinking outside the box to employ creative solutions…