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.

Summary:

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.

We are currently seeking a Quote-to-Cash Business Analyst to join our Revenue Operations team in Burnaby, Calgary, Toronto, or remotely in the United States.

What your team does:

The GTM Applications Systems team has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, Finance, and Business Operations teams and functions. We drive data that empowers business insights and critical decision-making, while accelerating these teams through operational efficiency across the customer lifecycle. Our tech stack includes not only Salesforce, but also Zoominfo, Gong, Salesloft, Chili Piper, Quote-to-Cash tools and more! 

As part of the GTM Applications Systems team, the Quote-to-Cash team plays a critical role in driving operational excellence and fueling Clio’s rapid growth. The team is responsible for managing and optimizing the end-to-end cycle of  sales transactions–from quoting and pricing to contract and subscription management, billing, and revenue recognition. Their work not only underpins the success of the GTM strategy but also contributes to the company's broader goals of growth, customer satisfaction, and financial health.

Who you are:

We aren’t looking for just any traditional Business Analyst to join this team. We’re looking for an experienced professional with deep Quote-to-Cash expertise who will play a vital role in setting our company’s overall systems strategy; someone who thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our core values. We’re looking for an impact player! If you’re passionate about solving complex problems, designing and implementing creative and scalable solutions, and constantly seeking innovation, this could be the perfect role for you!

What you’ll work on:

• Supporting the implementation, configuration, support, maintenance, and improvement of our Quote-to-Cash tools and integrations with Salesforce and other vital systems.

• Consulting with stakeholders across a variety of departments to gather and analyze requirements and assess business needs.

• Turning complex business requirements into robust, intelligent, and scalable solutions.

• Collaborating with a wider team of System Administrators and Developers to deliver solutions that delight our users, scale to meet the growing needs of the business, and integrate seamlessly with existing workflows.

• Working cross-functionally with several teams, including Revenue Operations, Sales Operations,  Product, Engineering and Finance to deliver on strategic initiatives and support their respective goals and functions.

• Fostering improved processes by identifying areas for improvement, optimization and scalability.

• Providing and cultivating a positive support experience to all GTM applications end users.

• Keeping up to date with Salesforce and other system releases and best practices to inform and recommend system improvements.

• Documenting system configuration and administrative processes, developing process flows, SOPs and other documentation.

• Performing quality assurance testing and monitoring data quality and integrity.

• Supporting user acceptance testing and deployment/release plans.

• Managing incoming requests, tickets and escalations.

• Other duties as required.

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