Account Executive, Velocity Customer Sales
At a glance
Mid-level Account Executive role at Clio. 3 Locations · full-time · CA$58,900–CA$72,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Grow existing customer accounts by upselling and cross-selling Clio’s platforms and AI offering
- Turn qualified opportunities into paid accounts through calls, email and product demonstrations
- Use Salesforce.com’s View, Tasks and Calendar to organize leads, opportunities and appointments
- Track qualified-lead volume and funnel conversion rates while forecasting, negotiating and closing deals
- Build customer business cases and coordinate with Support, Account Managers, SDRs/BDRs, Customer Success and Sales Engineers
What you bring
- At least three years in sales, including experience closing deals
- At least one year selling in SaaS or another technology setting
- Comfort demonstrating products and enthusiasm for cloud-based technology
- A competitive, coachable approach with the ability to cold call
- Experience with Salesforce, Salesloft, ZoomInfo, SalesNav or similar tools is helpful
Who this fits
This suits a mid-level seller who enjoys expanding existing accounts, finding needs, running demos and closing business. You’ll work in a hybrid setup, with local employees in Vancouver, Calgary or Toronto expected in the office at least twice weekly. The role uses a base salary of $72,000 CAD plus on-target commission of $58,900 CAD, with uncapped commissions.
From the employer
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 new Account Executive to join our Velocity Customer Sales team.
What your team does:
Our Velocity Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem. As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service. You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo. Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges.
What you'll work on:
Upselling and cross-selling Clio’s full suite of solutions
Converting qualified opportunities using telephone, email and product demonstrations
Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts
Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers
Forecasting, negotiation and deal closures
Developing business cases for customers
Hunting and prospecting into existing customer accounts
What you bring:
3 years of sales experience, including closing deals
1 year of experience working in SaaS or other technology companies
Knowledge and passion for technology and cloud-based products
Previous experience running demos
A competitive mindset
Cold calling skills
A coachable nature
Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav 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.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility
Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.
Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.
Learn more about our culture at clio.com/careers
We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.
Disclaimer: We only communicate with candidates through official @clio.com email addresses.
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