Senior Sales Operations Specialist

Revenue Operations
Hub Offices
Vancouver, Calgary, Toronto
Remote Options
Remote - Canada

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.


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 and Customer Support by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

Who you are:

You will be working on the Sales Operations team in the Revenue Operations department. 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:

  • Lead and own strategic projects on the Revenue Operations roadmap.

  • 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

  • Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast

  • Define and develop key sales development support systems/processes required to meet the rapid growth of the business and achieve revenue attainment and market development objectives

  • Works closely with Sales Development Leadership to inspect sales process quality and prioritize opportunities for improvement. Assists Sales Leadership in understanding process bottlenecks and inconsistencies. 

  • Make strong recommendations for iterative process and workflow improvements in Salesforce CRM including but not limited to quote-to-cash processes, lead routing, and list-building. 

  • Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, 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 routine duties as required that support the team. 

What you may have:

  • 4+ years of relevant experience in Sales Operations, Business Operations, or related experience

  • Direct experience in SaaS Sales (transactional)

  • 5+ years working experience with Salesforce Classic and Lightning 

  • Proficient knowledge of SFDC objects and object relationships (Salesforce Admin certification is a bonus but not required)

  • Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Outreach, Chorus

  • High proficiency in Google Sheets or MS Excel & BI tools

  • Previous Salesforce administration experience is a bonus

  • Excellent written and verbal communication

  • Excellent business acumen and intuition on the connection between raw data and advanced analysis   

  • Meticulous organization, high standards of accuracy, and strong attention to detail

  • Experience with managing org-wide change 

  • 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 where appropriate

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