Program Manager, Financial Services
Clio
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:
About the Job
At Clio, we're committed to transforming the legal experience by providing innovative solutions that improve the lives of legal professionals and increase access to justice. As a growing leader in the legal tech space, we're looking for a strategic, results-driven Program Manager to join our Financial Services team.
Summary:
Program Manager, Financial Services
About the Role:
The Program Manager, Financial Services will develop and manage special projects and work closely with leadership within the Financial Services team and across Clio to drive continued growth in our Payments business and beyond. As a strategic and operational leader, you will identify opportunities for growth and operational efficiency, collaborate across departments, and work to bring them to life. You will partner with cross-functional teams, navigate ambiguity, and focus on the highest-impact opportunities to ensure the success of our financial services initiatives.
What You’ll Work On:
Explore growth opportunities within the Payments and Financial Services business, identifying high-potential areas for improvement and/or expansion.
Validate potential solutions through qualitative and quantitative analysis, including customer interviews, data analysis, and other research methods.
Drive alignment with cross-functional stakeholders across departments (e.g., Product, Marketing, Sales, Engineering) and secure leadership buy-in for strategic initiatives.
Design, launch, and monitor the implementation of new initiatives, ensuring they align with business goals and deliver measurable outcomes.
Foster strong relationships with go-to-market (GTM) and research & development (R&D) teams to collaborate effectively on project execution and overcome challenges.
About You:
You thrive in an unstructured environment and are skilled at making sense of complex, unclear situations to drive clarity and direction.
You can prioritize opportunities based on total business impact and return on effort, ensuring that resources are spent where they will have the greatest effect.
You have a demonstrated history of successful collaboration with cross-functional teams, including GTM and R&D, to deliver high-impact projects.
You’re a strategic thinker who’s not afraid to "Get Stuff Done" (GSD) and can balance both big-picture thinking and tactical execution.
You operate with an ownership mentality, always striving for excellence and taking full responsibility for the success of your initiatives.
Required:
Bachelor’s degree in Business, Finance, or a related field.
Proven ability to drive results in a cross-functional environment and navigate ambiguity effectively.
History of successfully collaborating with GTM and R&D teams.
Strong analytical skills and a strategic mindset.
Demonstrated ability to prioritize opportunities based on business impact.
Succinct communicator.
Preferred:
Knowledge of embedded fintech/payments and a deep understanding of financial services ecosystems.
Experience in strategy and operations, GTM, or consulting (must have experience in an operating role).
MBA or other advanced degree is a 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 Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day.
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
*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