Account Executive (Mid-Market Customer Sales)

• As a Mid-Market Customer Sales, Account Executive at Clio, you will manage and nurture relationships with a portfolio of high-value customers, typically 20+ employees. • You will own a book of business consisting of key Mid-Market accounts, and your primary responsibilities will include driving expansion retention and ensuring that Clio’s solutions continue to meet the evolving needs of your clients • In this quota-bearing sales role, you will work cross-functionally with marketing, sales, product, customer success, and partnerships teams to ensure the growth and satisfaction of our Mid-Market Accounts • You will focus on creating long-term value and building strong relationships with key decision-makers to identify upselling, cross-selling, and expansion opportunities • Maximize Revenue from Existing Accounts: Focus on driving growth with our largest customers. Negotiate complex contract amendments and expansion agreements, maximizing revenue while minimizing churn and reduction • Strategic Relationship Building: Develop and maintain relationships with key decision-makers and stakeholders across multiple levels within your accounts. Engage with clients regularly to ensure ongoing value, uncover expansion opportunities, and mitigate churn risks • Pipeline Management: Maintain a healthy pipeline of opportunities within your accounts, tracking and forecasting accurately in Salesforce and other tools • Data-Driven Decision Making: Use data and insights from both Salesforce and internal systems to inform your sales strategies, negotiate effectively, and communicate value to clients • Collaboration with Customer Success: Work closely with Customer Success Managers to ensure smooth transitions, manage ongoing relationships, and provide a seamless experience for clients • Solution Selling: Conduct virtual or in-person meetings with clients to deliver product demos, discuss potential product upsells, and develop tailored solutions to meet customer needs • Become a Product Expert: Learn and stay updated on the Clio product suite to provide expert advice to clients on best practices and drive usage • Cross-selling and Upselling Clio products into our existing customer base • Converting qualified opportunities using telephone, email and product demonstrations • Using Salesforce.com to prioritize, organize, and set appointments for qualified leads, and opportunities through View, Tasks and Calendar • Paying close attention to key metrics, including the number of qualified leads and conversion rate at various stages of the funnel through paid accounts • Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers, Partner Account Managers and Sales Engineers to provide solutions to our customers • Forecasting, negotiation and deal closures • Developing business cases for customers • Attending Industry events and visiting customers on-site • Hunting and prospecting into existing customer accounts Benefits • Specialized learning and development programs and access to an in-house performance coach • Equitable compensation for your contributions, regardless of gender, race, or any other identifying factor • Access to pay transparency on all of our global roles • Company equity for applicable employees • RRSP-matching in Canada, 401k in the US, and pension plans in Ireland • Hybrid model – striking the right balance between the benefits of in person connectivity that in office brings, and the flexibility of remote • Flexible paid time off (4-week minimum with opportunities for personalization based on individual needs and achievements) • Parental leave options for birthing and non-birthing parents • A $500 contribution to your child’s RESP • Various health, dental, and vision benefits for you and your family, including an Employee and Family Assistance Program • Virtual and In-person Wellness Programs to support mental and physical health • Paid time for volunteering through our Clio Gives program • $2000 annual counseling benefit for CAD Clions

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