Senior Product Manager, Accounting

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 currently seeking a Senior Product Manager, Clio Accounting to join our product team, focusing on developing accounting and bookkeeping tools tailored for legal professionals while integrating AI capabilities to enhance workflows.

Responsibilities:

• Define and execute a product vision and roadmap for Clio Accounting that balances compliance requirements, firm business intelligence, and the emerging opportunity of AI-powered bookkeeping
• Develop a clear and defensible point of view on where AI can accelerate, automate, and improve accuracy in accounting workflows — and where human judgment must remain in the loop
• Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics, feedback loops, and success criteria in place
• Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices
• Champion both compliance needs and business insight needs — helping firms not just stay compliant, but actually understand what their numbers mean
• Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize
• Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem
• Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers transitioning to or expanding their use of Clio Accounting
• Communicate roadmap and trade-offs with clarity and confidence across audiences — from engineering stand-ups to executive reviews

Requirements:

• 6+ years of product management experience, with a meaningful portion in B2B SaaS — ideally in FinTech, accounting software, or business operations tools
• Working knowledge of bookkeeping and accounting fundamentals: you don't need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners
• A genuine interest in helping businesses understand and act on their own financial performance — not just track it
• A clear and considered perspective on where AI fits within accounting and bookkeeping processes, with the judgment to distinguish transformative opportunity from hype
• Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface, even when the domain is anything but
• An exceptional communicator — equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers
• Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business
• An entrepreneurial mindset. You have a respectful disregard for the boundaries of your role and do whatever it takes to get the job done
• Outcomes-focused: you obsess over impact, not output, and you can demonstrate how your work moved the metrics that matter
• Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience
• Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services)
• Familiarity with trust accounting regulations or legal-specific compliance requirements
• Background working with accounting integrations (QuickBooks, Xero, etc.) or building FinTech data pipelines
• Experience launching AI-first features in a high-trust or compliance-sensitive context