Senior Product Manager, Mid-Market: Integrations

• Define and execute a product vision and roadmap for accounting integrations that balances compliance requirements, the needs of the firms using them, and the capabilities and constraints of the platforms we connect to.
• Own discovery and definition across the portfolio: what data needs to move, in which direction, how often, and what a complete integration looks like for each platform.
• Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics, feedback loops, and success criteria in place.

• Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices.
• Champion both compliance needs and business insight needs - helping firms not just stay compliant, but actually understand what their numbers mean.
• Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize.

• Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem.
• Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers.
• Communicate roadmap and trade-offs with clarity and confidence across audiences - from engineering stand-ups to executive reviews.

• 6+ years of product management experience, with a meaningful portion in B2B SaaS - ideally in FinTech, accounting software, or business operations tools.
• Working knowledge of bookkeeping and accounting fundamentals: you don't need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners. Debits and credits shouldn't provoke fear.
• A genuine interest in helping businesses understand and act on their own financial performance - not just track it.
• Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface, even when the domain is anything but.
• An exceptional communicator - equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers.
• Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business.
• An entrepreneurial mindset. You have a respectful disregard for the boundaries of your role and do whatever it takes to get the job done.
• Outcomes-focused: you obsess over impact, not output, and you can demonstrate how your work moved the metrics that matter.
• Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience.

• Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services).
• Familiarity with trust accounting regulations or legal-specific compliance requirements.
• Background working with accounting integrations (QuickBooks, Xero, etc.) or building FinTech data pipelines.
• Experience launching AI-first features in a high-trust or compliance-sensitive context.

#LI-Remote This is a new role. 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, Dublin, London, New York City and Sydney) to be in office min. twice per week.

• 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 $137,500 to $186,100 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.