Pre-Sales Manager

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 New York based, Pre-Sales Manager  to join our growing Sales team in the United States. 

What your team does:

ShareDo, part of Clio, is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes. We are currently targeting mid to large law firms who use ShareDo as their Case Management System to streamline processes, maximize margin, and provide improved client experiences.

In March 2025, Clio, the global leader in cloud-based legal technology, announced the strategic acquisition of ShareDo. Headquartered in Vancouver, Canada, Clio has offices in Toronto, Calgary, Dublin, Manchester, and Sydney, with a global workforce of 1,400+ employees.

As a Pre-Sales Manager at Clio, you will be a cornerstone of our sales process, delivering detailed  technical demonstrations and crafting tailored proof-of-concepts (POCs) to show how ShareDo meets  the unique requirements of our enterprise clients. You will be a trusted advisor to prospects, engaging with IT Teams, Business Teams and senior decision-makers, while collaborating closely with sales,  product, and delivery teams to ensure our solutions exceed expectations. 

As we grow, there will be opportunities to build and lead a team of pre-sales professionals, so  leadership potential and a desire to shape the future of this function are key to this role. 

What you’ll work on:

Technical Expertise and Customisation

• Develop a deep understanding of ShareDo and our ancillary products to effectively communicate  the features, benefits, and value proposition to potential clients. 

•  Deliver engaging demonstrations of ShareDo’s platform, tailored to address specific prospect  challenges. 

• Design and build proof-of-concepts (POCs) that align with the business processes and technical  requirements of enterprise clients. 

• Ensure all solutions are relevant, scalable, and impactful in solving real-world client problems. 

Sales Support and Enablement

• Partner with the sales team to craft winning strategies. 

• Develop customised presentations, solution proposals, and supporting documentation that  highlight the value of ShareDo. 

• Address technical questions and mitigate concerns to build trust and credibility throughout the sales  process.

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Client Engagement and Stakeholder Management

• Build strong relationships with client stakeholders, including IT teams, operational leaders, and  senior decision-makers. 

• Act as the solution lead during workshops, evaluations, and proposal discussions. 

• Guide enterprise prospects through their buying journey, ensuring a smooth and positive  experience.  

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Internal Collaboration and Knowledge Sharing

• Stay close to developments in legal technology, digital transformation, and enterprise SaaS trends to remain credible and consultative in client conversations.

• Use competitive and industry insights to position ShareDo platform effectively and differentiate our value proposition in key segments.

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Future Leadership and Team Growth

• Contribute to defining the future of the pre-sales function within Sharedo, shaping processes and  best practices. 

• Build and manage a high-performing pre-sales team as Sharedo continues to scale. • Inspire and mentor future team members, ensuring they deliver exceptional outcomes for clients. 

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Transition Architecture

• Architect and manage the transition between the pre-sales and professional services by organising  and leading handover activities, providing comprehensive documentation of engagements, and  ensuring alignment on project objectives, estimates, key deliverables, and timelines.

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Service Design to Service Delivery

• Orchestrate and collaborate with the professional services team during the discovery phase of  implementation to ensure that the proposed solutions are designed effectively, maintaining the  integrity of the original vision, and managing any changes or adjustments to meet client  expectations and business goals.

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Travel

• Travel (up to 30%) will be required for in-person prospect meetings, presentations, and relationship-building engagements across the United States, primarily in the East Coast area.
   

What you may have:

We’re looking for a strategic, client-focused sales professional with a strong track record in high-value, complex B2B selling. You understand how to build momentum in long sales cycles, navigate multiple stakeholders, and close deals that solve real problems.

Experienced Enterprise Pre-Sales Consultant

• You have a proven track record in pre-sales, solution consulting, or technical sales within enterprise software. You’ve designed and delivered tailored demonstrations and POCs that reflect real-world use cases. Experience in legal tech, case and matter management, or workflow automation is a strong advantage.

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Solution-Led Communicator

• You’re skilled at simplifying the complex — translating technical requirements into impactful solutions that resonate with both technical and non-technical audiences. You’re a confident presenter, a thoughtful listener, and comfortable in the room with senior stakeholders.

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Technically Sharp & Commercially Aware

• You understand enterprise business processes and integration patterns, and can confidently advise clients on how our platform can support their goals. You know how to connect features with value, and how to adapt your approach based on each client’s unique context.

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Collaborative & Trusted Partner

• You build strong relationships quickly and work seamlessly across sales, product, delivery, and beyond. You thrive in collaborative environments and contribute to a positive, inclusive team culture. You’re generous with your knowledge and open to feedback.

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Proactive & Growth-Minded

• You take ownership of your outcomes and approach your work with curiosity, focus, and follow-through. You’re energised by big opportunities and don’t wait for direction to make progress.

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 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 

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years​​

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The full salary range* for this role is $92,100 to $108,300 to $124,500 USD and the full commission range is $30,700 to $36,100 to $41,500 USD. The opportunity to earn commissions beyond the stated amounts are possible as commission earnings are uncapped.

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

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