Senior Accounting Consultant

We are currently seeking a Senior Accounting Consultant to join our Customer Success team in Burnaby, Toronto or Calgary.

We are looking for a dynamic and skilled Senior Accounting Consultant to join our team who brings not only exceptional accounting expertise but also a passion for delivering outstanding customer experiences. As our ideal candidate, you thrive in customer interactions and helping customers achieve their accounting goals. You will be responsible for providing comprehensive accounting consultancy services, to help our customers optimize their accounting practices using Clio's suite of products. This position requires a deep understanding of accounting and bookkeeping principles along with the needs of legal professionals.

What your team does:

Our Customer Success team is hyperfocused on providing an exceptional experience to Clio customers. We are a dedicated team who enjoy what we do and are serious about making a positive impact on our customers' businesses. Our team members are smart, engaged, resourceful and driven. They lean into our values by thriving as a team, approaching situations with optimism and a solutions-oriented, human-centered mindset to help each other and help our customers win.

What you'll work on:

• Providing consultancy services to Clio's customers on best accounting and bookkeeping practices tailored to the legal industry, e.g., trust accounting;
• Elevating customer proficiency by providing targeted training sessions, ensuring best utilization of Clio products to manage accounting needs of the customers;
• Conducting specialized sessions to share accounting advice with the customers, e.g., how to bucket their expenses, or create different expense profiles;
• Developing and implementing tailored accounting workflows and processes aligned with industry best practices and regulatory requirements;
• Assisting customers to implement accounting systems catered to their needs and support them with transitioning from one system to another;
• Acting as a subject matter expert for our customers on accounting software integrations and system configurations;
• Serving as a trusted advisor to clients, offering ongoing support and guidance on accounting related inquiries and challenges;
• Troubleshooting complex accounting issues and escalations within the context of Clio's suite of products;
• Developing and delivering customized training materials, documentation, and resources to support customer ongoing education;
• Being the catalyst for excellence within the CS teams, strategically upskilling them to a level where they can confidently navigate complex accounting queries;
• Forging and nurturing customer relationships as a trusted advisor during their adoption journey, upholding the highest standards of professionalism and customer service in every interaction;
• Continuously assessing, evaluating, and proposing enhancements to accounting services based on customer needs, feedback and sales performance;
• Aggregating insights and championing customer feedback among internal and external stakeholders to actively improve our product;
• Collaborating with our Sales team and prospects to position the value of accounting consulting and assist with closing opportunities.

What you bring:

• Bachelor's degree in a relevant field or equivalent practical experience;
• 2+ years of accounting and bookkeeping experience or accounting consultancy experience (preferably worked with legal firm clients);
• Strong understanding of accounting principles and ability to analyze complex accounting processes;
• Detail-oriented mindset with a commitment to delivering high-quality work within project deadlines;
• Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued;
• Proactive and self-motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.

Serious bonus points if you have:

• Canadian or US CPA designation;
• Experience advising or providing accounting and bookkeeping services to small to medium scale legal businesses;
• Proficiency in configuring and customizing accounting software solutions and integrations to align with customer requirements;
• A strong understanding of cloud-based legal technologies together with knowledge of the legal industry and the needs of legal professionals such as trust accounting;
• Proven experience in accounting system implementations, ideally within the legal software or technology industry;
• Strong strategic thinking and analytical skills, with the ability to identify customer preferences;
• Excellent negotiation, presentation, problem solving, and decision making skills, with the ability to build rapport with the customers;
• Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.

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 with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day.
• Flexible time off policy, with an encouraged 20 days off per year.
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

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:

We are currently seeking a Senior Accounting Consultant to join our Customer Success team in Burnaby, Toronto or Calgary.

We are looking for a dynamic and skilled Senior Accounting Consultant to join our team who brings not only exceptional accounting expertise but also a passion for delivering outstanding customer experiences. As our ideal candidate, you thrive in customer interactions and helping customers achieve their accounting goals. You will be responsible for providing comprehensive accounting consultancy services, to help our customers optimize their accounting practices using Clio's suite of products. This position requires a deep understanding of accounting and bookkeeping principles along with the needs of legal professionals.

What your team does:

Our Customer Success team is hyperfocused on providing an exceptional experience to Clio customers. We are a dedicated team who enjoy what we do and are serious about making a positive impact on our customers' businesses. Our team members are smart, engaged, resourceful and driven. They lean into our values by thriving as a team, approaching situations with optimism and a solutions-oriented, human-centered mindset to help each other and help our customers win.

What you'll work on:

• Providing consultancy services to Clio's customers on best accounting and bookkeeping practices tailored to the legal industry, e.g., trust accounting;
• Elevating customer proficiency by providing targeted training sessions, ensuring best utilization of Clio products to manage accounting needs of the customers;
• Conducting specialized sessions to share accounting advice with the customers, e.g., how to bucket their expenses, or create different expense profiles;
• Developing and implementing tailored accounting workflows and processes aligned with industry best practices and regulatory requirements;
• Assisting customers to implement accounting systems catered to their needs and support them with transitioning from one system to another;
• Acting as a subject matter expert for our customers on accounting software integrations and system configurations;
• Serving as a trusted advisor to clients, offering ongoing support and guidance on accounting related inquiries and challenges;
• Troubleshooting complex accounting issues and escalations within the context of Clio's suite of products;
• Developing and delivering customized training materials, documentation, and resources to support customer ongoing education;
• Being the catalyst for excellence within the CS teams, strategically upskilling them to a level where they can confidently navigate complex accounting queries;
• Forging and nurturing customer relationships as a trusted advisor during their adoption journey, upholding the highest standards of professionalism and customer service in every interaction;
• Continuously assessing, evaluating, and proposing enhancements to accounting services based on customer needs, feedback and sales performance;
• Aggregating insights and championing customer feedback among internal and external stakeholders to actively improve our product;
• Collaborating with our Sales team and prospects to position the value of accounting consulting and assist with closing opportunities.

What you bring:

• Bachelor's degree in a relevant field or equivalent practical experience;
• 2+ years of accounting and bookkeeping experience or accounting consultancy experience (preferably worked with legal firm clients);
• Strong understanding of accounting principles and ability to analyze complex accounting processes;
• Detail-oriented mindset with a commitment to delivering high-quality work within project deadlines;
• Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued;
• Proactive and self-motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.

Serious bonus points if you have:

• Canadian or US CPA designation;
• Experience advising or providing accounting and bookkeeping services to small to medium scale legal businesses;
• Proficiency in configuring and customizing accounting software solutions and integrations to align with customer requirements;
• A strong understanding of cloud-based legal technologies together with knowledge of the legal industry and the needs of legal professionals such as trust accounting;
• Proven experience in accounting system implementations, ideally within the legal software or technology industry;
• Strong strategic thinking and analytical skills, with the ability to identify customer preferences;
• Excellent negotiation, presentation, problem solving, and decision making skills, with the ability to build rapport with the customers;
• Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.

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 with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day.
• Flexible time off policy, with an encouraged 20 days off per year.
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range* for this role is $100,300 to $135,700 CAD. Please note there are a separate set of salary bands for other regions based on local currency.

*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

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