Vice President, Payments and Financial Services



Accounting & Finance
Multiple locations
Posted on Saturday, April 6, 2024

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.


Vice President, Financial Services

About the role:

The Vice President of Financial Services will serve as a strategic and operational leader within Clio’s senior leadership team. Reporting directly to the Chief Operating Officer (COO), the VP of Financial Services will play a pivotal role in shaping and executing Clio's financial services strategy, focusing on operational excellence, revenue growth, and product innovation.

As a key member of Clio’s leadership team, the VP of Financial Services will own P&L responsibility for the financial services division, build a short and long-term roadmap to introduce new or enhanced products and services that drive revenue growth and collaborate closely with business unit leaders across key functional areas, including product, technology development, sales and marketing, account management, and finance.

This role will be the company’s senior leader and the go-to expert for the management team on the present and future of payments and broader financial services products. They will be responsible for staying abreast of the evolving regulatory environment and global best practices for developing and delivering world-class products, services, and experiences.

What your team does:

The Financial Services team is one of the fastest-growing departments at Clio. This team is responsible for defining our long-term financial services strategic roadmap and supporting the global scaling of our Clio Payments product, which is currently experiencing rapid growth.

The Financial Services team has a broad mandate that encompasses everything from developing and executing go-to-market strategies for each embedded financial product to building and managing financial technology partnerships. They work closely with other key stakeholders to identify new product and service opportunities, making sure that Clio continues to innovate and stay ahead of the curve in the legal technology space.

With the team's expertise and strategic guidance, we are confident that we can continue to expand our financial services offerings and provide even greater value to legal professionals around the world.

About Clio Payments:

We launched Clio Payments in late 2021, and it has quickly become one of the fastest-growing legal payments solutions globally, processing billions of dollars in client payments annually. As we expand at an increasingly fast pace, both domestically and internationally, we seek a highly skilled and experienced individual to define the strategy and growth initiatives for our Financial Services organization.

Join us as we embark on a mission to revolutionize the legal industry and create the most comprehensive suite of financial products for lawyers. With your expertise and leadership, we will continue to break new ground and make a significant impact on the legal industry.

What you’ll work on:

  • Collaborate with the executive team and other key stakeholders to develop and execute annual and longer-term strategic initiatives for the financial services business.

  • Oversee all aspects of Clio Payments to drive maximum adoption, utilization, and profitability while ensuring Clio Payments delivers on the best-in-industry customer and product experience.

  • Cultivate trusted relationships with product development and go-to-market teams, collaborating on operational enhancements, product development, feature prioritization, and value communication with stakeholders.

  • Develop a robust pipeline of growth strategies for current and emerging revenue streams, driving continuous innovation and market expansion.

  • Engage with colleagues and customers to assess the current state of the Payments business, analyzing findings, implications, and opportunities, and reporting insights to the executive team.

  • Establish and maintain a consistent business review cadence, focusing on performance metrics and objectives, ensuring alignment with organizational goals.

  • Conduct customer meetings to demonstrate Clio’s payment capabilities and competitive advantages, driving increased penetration of embedded offerings.

  • Identify talent needs and create business cases for new roles or reallocation of existing resources to support strategic objectives.

  • Proactively collaborate with regulatory experts to ensure Payment innovation aligns with industry standards while pushing boundaries to drive aggressive growth.

  • Serve as a senior leader at Clio, fostering collaboration across all levels of the organization to drive company growth, inspire employees, exceed customer expectations, and generate value.

About You:

  • Demonstrated executive leadership/ general manager experience within a high-growth SaaS company, with a proven track record of delivering results and effective P&L management within a matrxied enviroment.

  • Significant experience in B2B payments and financial services with a thorough understanding of integrated payments within a vertical SaaS context.

  • Proven ability to drive product strategy and management, including securing strategic partnerships and/or acquisitions to enhance client value propositions.

  • Exceptional leadership capabilities in competitive and dynamic business environments, consistently driving continuous improvement and innovation to meet client needs and scale the business.

  • Operated successfully in growth environments, bringing high levels of energy and resilience with the ability to think and operate at a “strategic level,” but drive execution on a “tactical level” with the willingness to roll-up sleeves.

  • Entrepreneurial mindset with a passionate commitment to the role, taking true ownership of responsibilities and diligently working to exceed goals and objectives at all organizational levels.

  • Ability to create and articulate an inspiring vision for the organization, aligning with the enterprise's overall strategy.

  • Data-driven mindset and highly analytical with the desire and ability to dig into metrics to derive insights and drive decisions

  • Viewed as a leader with high integrity and forethought in decision-making, consistently acting transparently and in the organization's best interest.

  • Ability to attract and recruit top talent, motivate teams, delegate effectively, celebrate diversity, and manage performance, known for developing others.

  • Self-reflective leadership style, driving continuous improvement through open feedback and self-improvement, leading by example in organizational performance.

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

The expected salary range* for this role is $203,000 to $377,000 CAD. Please note there are a separate set of salary bands for other regions based on local currency.

In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

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