Senior Manager, Quote to Cash

We are looking for a Senior Manager, Quote to Cash (QTC) Systems to lead the technical ownership and evolution of our Quote to Cash platform, including Salesforce and Finance Application integrations. This is a high-impact, hands-on systems leadership role where you’ll design, architect, and implement scalable solutions that power our quoting, order management, billing, and revenue workflows.

As a key member of the Revenue Operations team, you will bridge technical and functional teams to ensure our quote-to-cash infrastructure is robust, automated, and aligned with Clio’s evolving business needs. This is not an operations or deal desk role—it's a technical systems role requiring deep platform knowledge, solution design experience, and an eye for scalable architecture.

Revenue Operations has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, and Finance Teams by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

We are looking for a leader to take our Quote to Cash Team to the next level: operational excellence, true teamwork, and a vision for the future. You bring a strong blend of business sense and system knowledge; you evaluate things holistically and think through the objective, impact, and best practices of solutions that scale. 

• Serve as technical owner of Clio’s Quote to Cash architecture, with a focus on Salesforce, third-party CPQ solution and integrations with Finance applications. 

• Partner closely with Revenue Operations, Finance, and Product teams to translate business requirements into technical designs and system configurations.

• Lead the technical design, development, deployment, and documentation of scalable QTC solutions—including pricing logic, product catalog structures, approval workflows, and billing triggers.

• Drive the end-to-end implementation of CPQ features, including co-terming, amendments, renewals, multi-product configurations, discounting logic, and quote templates.

• Build and maintain integrations between CPQ application and Finance applications to support automated order creation, invoicing, and revenue recognition.

• Define and enforce best practices for QTC system configuration, security, and governance in coordination with IT and Security teams.

• Act as a strategic thought partner to RevOps and Finance leadership on how to scale our QTC architecture to support new pricing models, products, and geographies.

• Maintain a technology roadmap for QTC systems, identifying opportunities for system upgrades, automation, and technical debt reduction.

• Lead sprint planning and backlog grooming for QTC projects in collaboration with Admins and Developers.

• Stay current on Salesforce, CPQ and ERP platform releases, recommending enhancements or process improvements where applicable.

• 7+ years of experience in Salesforce ecosystem roles with deep hands-on expertise in CPQ applications (Salesforce, DealHub, BigMachines or other CPQ modules a plus).

• 3+ years of experience working with Finance applications such as NetSuite, Leapfin, specifically in areas related to order management, invoicing, and rev rec.

• Demonstrated success in designing and building scalable QTC solutions in a high-growth SaaS or subscription-based business.

• Strong understanding of QTC business processes including quoting, deal configuration, contract lifecycle, billing, and revenue recognition.

• Ability to translate business needs into scalable technical architectures and system configurations.

• Experience with system integration design, including data flows between CRM, CPQ, ERP, and finance systems.

• Excellent communication and documentation skills—able to engage technical and non-technical stakeholders alike.

• Comfort leading Agile ceremonies like sprint planning and backlog refinement in a platform team context.

• A builder’s mindset—excited to improve, modernize, and scale complex systems.

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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.

• EAP benefits for you and household members, including counseling and online resources

• 401k matching and Child Education Savings

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

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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