Managing Director for Outsourced Accounting Solutions at CBIZ, leading client relationships and business development in Washington, DC. Overseeing marketing and the specialized department's growth while ensuring quality standards.
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Hybrid Senior Product Manager, Accounting
Posted yesterday
About the role
- Senior Product Manager at Clio leading the development of AI-driven accounting tools for legal professionals. Overseeing product vision, strategy, and cross-functional collaboration to enhance financial management in law firms.
Responsibilities
- Define and execute a product vision and roadmap for Clio Accounting that balances compliance requirements, firm business intelligence, and the emerging opportunity of AI-powered bookkeeping.
- Develop a clear and defensible point of view on where AI can accelerate, automate, and improve accuracy in accounting workflows — and where human judgment must remain in the loop.
- 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 transitioning to or expanding their use of Clio Accounting.
- Communicate roadmap and trade-offs with clarity and confidence across audiences — from engineering stand-ups to executive reviews.
Requirements
- 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.
- A genuine interest in helping businesses understand and act on their own financial performance — not just track it.
- A clear and considered perspective on where AI fits within accounting and bookkeeping processes, with the judgment to distinguish transformative opportunity from hype.
- 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.
- Bonus Points: Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services).
Benefits
- 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
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