Build and maintain strong relationships with key stakeholders and decision-makers.
Serve as the primary point of contact throughout the sales process, fostering long-term partnerships with clients.
Prepare and deliver tailored sales presentations and product demonstrations that address specific client needs and use cases to convey the unique value proposition of the Clio Operate’s platform.
Collaborate with the Solutions team to create tailored proposals that align with client requirements.
Guide clients through customised solution recommendations, ensuring proposals align with their business objectives.
Lead contract negotiations to secure mutually beneficial agreements that meet both client needs and Clio Operate’s commercial goals.
Drive deals to close by aligning with internal stakeholders to maintain compliance with company Policies.
Maintain accurate records of sales activities, client interactions, and deal progress in Hubspot.
Develop and submit regular sales forecasts and pipeline updates for management review.
Stay up-to-date with trends in the legal industry, particularly in case management and legal technology, to effectively position Clio Operate’s value in the market.
Use competitor and market insights to strategically influence sales positioning and client conversations.
Work closely with marketing, product, and customer success teams to ensure a seamless buyer experience from initial engagement through to solution implementation, including the production of reusable video sales content.
Act as a voice for client needs, providing feedback to internal teams to influence product development and client satisfaction initiatives.
Participate in relevant professional networks and training to remain a trusted advisor for enterprise clients.
Travel as needed (up to 25%) for client meetings, in-person presentations, and relationship-building activities at large law firms across Europe
Requirements
Proven track record of exceeding quota in B2B SaaS sales, ideally in legaltech.
Consultative selling skills—you ask smart questions, read the room, and translate product features into customer impact.
Experience running complex, multi-threaded deals with stakeholders across functions and seniority levels.
High proficiency with CRM tools and sales metrics.
Willingness to travel to client meetings and events as needed
Strong business acumen and ability to align sales motions with company strategy.
Excellent problem-solving and conflict-resolution skills.
Demonstrate a keen interest in improving your craft by using AI
Ability to build relationships and influence stakeholders at all levels.
Highly organized with strong project management skills.
Passion for fostering a positive and inclusive workplace culture.
Benefits
Competitive, equitable salary
Clio offers a flexible hybrid work environment
25 days holiday + bank holidays
Private Healthcare with Life Insurance & Critical Illness cover
Pension contribution
Professional development and growth options
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years