Clio

Senior Manager, Customer Success Applications

Clio$144K — $217K *
Information Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience with Salesforce, particularly in Service Cloud and post-sale objects
  • 3+ years in a leadership position managing a technical team
  • Familiarity with Git and GitHub for version control and collaboration
  • Proficient with AI development tools like Claude and capable of developing workflows involving AI agents
  • Experience in managing SaaS or AI vendors and conducting build-versus-buy analysis
  • Bonus: Salesforce certifications and experience with CS platform or Professional Services automation.

Responsibilities

  • Lead and develop the Customer Success Platforms team
  • Oversee the post-sale platform stack including Salesforce Service Cloud
  • Design and create in-house AI agents and automations via GitHub pull requests
  • Manage and evaluate CS support-AI vendors, including selection and configuration
  • Utilize Clio's Enterprise AI platform while ensuring adherence to governance
  • Collaborate with Data Engineering and Insights to enhance the data feeding the CS stack
  • Establish the roadmap in partnership with stakeholders across various departments.

Benefits

  • Top-tier health, dental, and vision insurance
  • Hybrid work arrangement with minimum office attendance twice weekly for local employees
  • Flexible time off policy encouraging 20 days of leave per year
  • Annual $2000 counseling benefit
  • RRSP matching and RESP contribution
  • Recognition program acknowledging service milestones at 3, 5, 7, and 10 years.
Full Job Description
Summary:

We are currently looking for a Senior Manager, Customer Success Applications to join our GTM Applications team in Vancouver, Calgary or Toronto. We're also open to remote candidates across Canada.

What your team does:

The CS Platforms team builds and runs the technology behind Clio's post-sale customer experience. We own the platforms that power Customer Success, Support, and Professional Services, and we build the AI agents and automations that run on top of them. We work as an engineering team: changes ship through GitHub pull requests, we test and evaluate our work, and we use AI as a core part of how we build.

Who you are:

You are a hands-on technical leader who has run a platform or systems team and wants to build in an AI-first environment. You are as comfortable talking through a customer health workflow with a CS leader as you are reviewing a pull request with an engineer. You have a point of view on where AI agents help and where they do not, and you can build them, not just buy them.

What you'll work on:
  • Lead and develop the CS Platforms team.
  • Own the post-sale platform stack: Salesforce Service Cloud and CS objects, the Customer Success platform, Professional Services tooling, and support and conversational AI.
  • Design and build CS-domain AI agents and automations in-house using Claude and related tooling, shipped through GitHub pull requests with peer review.
  • Own build-versus-buy and manage the CS support-AI vendors, including selection, configuration, and ongoing operation.
  • Build on Clio's Enterprise AI platform and within its governance.
  • Partner with Data Engineering and Data Insights on the data that feeds the CS stack.
  • Set the roadmap with stakeholders across Customer Success, Support, Professional Services, and the wider Revenue Operations org.


What you may have:
  • 5+ years building on Salesforce, with depth in Service Cloud and post-sale objects.
  • 3+ years leading a technical team.
  • Experience with Git and GitHub and a pull-request-based workflow.
  • Fluency with AI development tools (Claude or equivalent) and AI-assisted or agent-based workflows.
  • Experience managing SaaS or AI vendors and running build-versus-buy decisions.
  • Bonus: Salesforce certifications, CS platform or Professional Services automation experience, and iPaaS (Workato) or data warehouse (Databricks) experience.
This role is a backfill for an existing position.
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, London, New York City and Sydney) to be in office min. 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


The expected salary range* for this role is $144,800 to $181,000 to $217,200 CAD. There are a separate set of salary bands for other regions based on local currency.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

About Clio

Clio is a cloud-based legal practice management software company based in Burnaby, British Columbia, Canada. The company was founded in 2008 by Jack Newton and Rian Gauvreau. Clio's software allows law firms to manage their cases, documents, billing, and client information from a single platform. The company has over 150,000 customers in 100 countries. Clio has won numerous awards for its software, including the 2019 Legaltech News Innovation Award for Best Practice Management Software.
Learn more about Clio
Size
500 employees
Industry
Founded
2008

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