Logo for Clio - Cloud-Based Legal Technology

Account Manager

Role overview

Qualifications

  • Experience in account management
  • Strong communication skills
  • Proven ability to drive customer success
  • Familiarity with legal technology is a plus

Responsibilities

  • Serve as the 'Single Point of Truth' for customers post-sale
  • Manage a diverse portfolio balancing strategic engagement and scalable processes
  • Identify early warning signs to prevent customer churn
  • Lead Quarterly Business Reviews with decision-makers

Key facts

Other skills

  • Communication
  • Teamwork
  • Problem Solving

About the company

Clio - Cloud-Based Legal Technology logo

Clio - Cloud-Based Legal Technology

Computer Software / SaaS

Clio is the undisputed leader in cloud-based legal technology offering practice management, payments, and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 90 bar associations and law societies around the world, and a global customer base of 150,000 legal professionals. Clio enables law firms to deliver better client experiences through cloud-based practice management, payments, and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry. Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s legal technology platform to help lawyers run results-driven law firms using real time insights. Founded in Vancouver, Canada, Clio employs over 900 employee globally and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size501 - 1000

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Job description

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:

Account Manager (AM2) — Mexico

The Role in Mission

At Clio, we are more than just a software company; we are transforming the legal experience for all. As an Account Manager (AM2) for our Mexico market, you are the heartbeat of the customer journey post-sale.

This is a hybrid-strategic role where you will take full ownership of the customer relationship. You will be responsible for maximizing value across the entire lifecycle—balancing the high-touch needs of strategic accounts with the efficiency required to manage a scalable volume portfolio. Your mission is simple but vital: ensure our customers realize the full potential of Clio, secure their renewals, and proactively identify opportunities for expansion.

What You’ll Do (The Impact)

  • Relationship Ownership: Serve as the "Single Point of Truth" for customers once the sale is closed, ensuring a seamless transition from onboarding to long-term partnership.

  • Strategic Portfolio Management: Manage a diverse portfolio where you’ll balance deep strategic engagement with scalable, process-driven touchpoints for volume accounts.

  • Churn Prevention & Retention: Become a champion for customer success by identifying early warning signs and preventing churn, with a primary focus on the critical first renewal.

  • Executive Orchestration: Lead impactful Quarterly Business Reviews (QBRs) with Decision Makers and stakeholders, turning product usage data into a compelling narrative of business value.

  • Growth & Expansion: Take the lead on value realization, driving both contract renewals and identifying expansion/upsell opportunities (Net Retention).

  • Cross-Functional Leadership: Act as the "Internal Quarterback," orchestrating efforts between Customer Success (CS1/CS2), Sales Engineers (SEs), and Account Executives (AEs) to deliver value at scale.

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 and equitable salary. 

  • Employees are entitled up to 6 administrative leave days per year for personal arrangements with valid documentation.

  • Eligible employees receive a non-salary telework allowance of MXN 575 -per month, paid through Sivale cards. 

  • Clioversary recognition program with special acknowledgement at 3, 5, 7, 10 years, and beyond

Please note salary bands may differ based on location and local currency. Additionally, benefits may differ depending on the employee's location.

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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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