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.
ShareDo, part of Clio, is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes. We are currently targeting mid to large law firms who use ShareDo as their Case Management System to streamline processes, maximize margin, and provide improved client experiences.
In March 2025, Clio, the global leader in cloud-based legal technology, announced the strategic acquisition of ShareDo. Headquartered in Vancouver, Canada, Clio has offices in Toronto, Calgary, Dublin, Manchester, and Sydney, with a global workforce of 1,400+ employees.
What you’ll work on:
Global Leadership: Lead and mentor a geographically distributed Customer Success team, ensuring consistent excellence across regions and markets.
Vision & Strategy: Define and execute a global CSM strategy that scales with our growth—leveraging automation, AI, and robust playbooks to drive consistent delivery while maintaining a best in class experience for clients.
Customer Journey Ownership: Own the end-to-end post-sales experience, from onboarding through adoption, renewal, and expansion, ensuring alignment with customer goals and business outcomes.
Tech & Process Enablement: Champion the implementation of scalable, technology-driven processes and tools that support automation, reporting, proactive engagement, and efficient operations.
Cross-functional Collaboration: Partner closely with Sales, Product, Professional Services, and Support to align on client outcomes, feedback loops, and continuous product improvement.
Data-Driven Decisions: Use customer health data, adoption metrics, and feedback to proactively manage risk, drive renewals, and identify expansion opportunities.
Team Development: Recruit, coach, and retain top CSM talent; foster a culture of accountability, excellence, and continuous learning.
Customer Advocacy: Be the internal voice of the customer, ensuring insights from the field are reflected in product roadmaps, service offerings, and strategic decisions.
Client and Partner Engagement: Build strong relationships with clients and partners, presenting business reviews, value updates, and strategic plans
Deep Product Knowledge: You will gain deep product knowledge and be able to guide your teams in demoing and explaining the key features and value propositions of the product. You will use your expertise to coach and guide your teams to enable them to ensure our customers received the best value from our product
What you may have:
Proven leadership experience in a Customer Success leadership role at a SaaS company, ideally with global team oversight.
Experience in a SaaS business where the product requires configurable, project-based implementations.
A visionary approach to CS—able to design scalable systems and transform teams into high-performing, tech-enabled success engines.
Deep understanding of customer lifecycle management, from onboarding through advocacy, with experience driving measurable impact across retention and expansion KPIs.
Experience building and implementing scalable CS processes, tooling, and playbooks.
High emotional intelligence and presence—comfortable working with C-level stakeholders internally and externally.
Strong commercial acumen and experience collaborating with sales on upsell/renewal strategies.
Familiarity with Customer Success platforms (e.g., Gainsight, Catalyst, Totango) and CRM tools (e.g., Salesforce, HubSpot).
Growth mindset when it comes to process improvement and new technologies, especially AI
Excellent communication and stakeholder management skills across time zones and cultures.
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
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
*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.
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
Disclaimer: We only communicate with candidates through official @clio.com email addresses.