Senior Solutions Consultant

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’re looking for a skilled Sr. Solutions Consultant to join our US team in New York or the Tri-State areas. 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. About Your Team: ShareDo , part of Clio , is a cutting-edge, adaptive work management platform that empowers large law firms to create customized solutions for managing their work processes. We focus on mid-sized to large law firms that use ShareDo as their Case Management System to streamline operations, boost profitability, and enhance the client experience. In March 2025, Clio — the global leader in cloud-based legal technology — announced the strategic acquisition of ShareDo. Headquartered in Vancouver, Canada, Clio also has offices in Toronto, Calgary, Dublin, Manchester, and Sydney, with a global workforce of over 1,400 employees. Key Responsibilities 1. 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. We strive to exceed client expectations. 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. 2. 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. 3. 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. Location: Must reside in New York or the Tri-State areas. 20% Travel : Visit client sites and cross functional meetings. Preferred: Legal Technology experience is highly desirable. Background in Workflow Design or Process Modeling is a strong plus. 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 Clio ns (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days. Flexible time off policy, with an encouraged 20 days off per year. $2000 annual counseling benefit RRSP matching and RESP contribution Clio versary recognition program with special acknowledgement at 3, 5, 7, and 10 years​ The full salary range* for this role is $98,100 to $115,400 to $132,700 USD.Please note salary bands may differ based on location and local currency. Additionally, benefit offerings may differ depending on the employee's location. * We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio . The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency. 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. Originally posted on Himalayas