Senior Solutions Consultant

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’re looking for a skilled Sr. Solutions Consultant to join our ShareDo team. In this role, you’ll play a key part in configuring the Sharedo platform to meet our clients’ unique business needs. You’ll work closely with both clients and partners — helping them understand how to use the platform’s tools effectively and empowering them to manage their own configurations. This is a client-facing role, so strong communication skills and a consultative mindset are essential. You’ll collaborate with clients to understand their goals, set up workflows, design forms and templates, and deliver hands‑on training. Key Responsibilities Platform Configuration Workflow & Process Design: Set up “work types,” workflows, and forms in Sharedo to align with each client’s business processes. Data Customization: Gain deep knowledge of the Sharedo platform to create high‑impact, value‑driven customizations. User Interface & Rule Setup: Customize fields, layouts, and business rules to meet client requirements. Implementation Best Practices: Promote best practices for platform configuration to ensure scalable and maintainable solutions. Client Support & Training Client Onboarding & Enablement: Provide training and guidance to clients and partners, helping them confidently use Sharedo’s configuration tools. Interactive Workshops: Lead engaging workshops to demonstrate how to effectively configure and optimize the platform. Mentorship & Ongoing Support: Serve as a trusted advisor to clients, supporting them as they grow their in‑house expertise. Documentation & Knowledge Sharing Documentation: Create clear, easy‑to‑follow documentation for platform configurations, customizations, and processes. Best Practice Guidelines: Develop and share recommended configuration standards to help clients get the most out of the platform. Knowledge Base Contributions: Write articles, FAQs, and how‑to guides to support both clients and internal teams. What We’re Looking For Required: Experience with Low‑Code Platforms: Proven ability to configure business software using low‑code or configurable platforms (e.g., Sharedo, Salesforce, ServiceNow, etc.). Client Training Skills: Able to explain complex concepts clearly and simply to non‑technical users. Strong Attention to Detail: Accuracy and quality are key when configuring workflows and rules. Process Documentation: Skilled at writing clear and concise documentation for both technical and non‑technical audiences. Problem Solver: Ability to identify issues and quickly implement effective configuration solutions. 20% Travel: Visit client sites and cross‑functional meetings. AI: Demonstrate a keen interest in improving your craft by using AI. Preferred: Legal Technology experience is highly desirable. Background in Workflow Design or Process Modeling is a strong plus. Benefits Competitive, equitable salary with top‑tier health benefits, dental, and vision insurance. Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office at least twice per week. 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. $2000 annual counseling benefit. The expected salary range for this role is $97,400 to $131,800 CAD. Salary is based on skills, experience, and region. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility Our team shows up as their authentic selves, and is 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. Disclaimer We only communicate with candidates through official @clio.com email addresses. Learn more about our culture at clio.com/careers. #J-18808-Ljbffr