Clio · 2 weeks ago
Pre-Sales Compliance Analyst
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. The Pre-Sales Compliance Analyst will partner with the Sales Engineering team to represent cybersecurity and compliance practices, manage documentation for customer due diligence, and lead pre-sales security discussions.
Artificial Intelligence (AI)CRMLegalLegal TechSoftware
Responsibilities
Creating and Maintaining Due Diligence Artifacts: As Clio continues to integrate and introduce additional products to its portfolio, you will be responsible for ensuring sufficient documentation is available for prospective and existing customers to complete their due diligence
Requirement Gathering and Reporting: As the technology continues to evolve, so will the asks and requirements of our customer base. You’ll be responsible for gathering and reporting on the trends to support Compliance and Cybersecurity objectives
Track Activity and Engagement: Track and report on customer due diligence metrics, tying them to measurable statistics
Drive Conversations to be Proactive: Identify patterns in requests and discussions, track emerging themes, and take initiative to translate findings into impactful action
Lead Pre-Sales Security Calls: Connect with customer IT, Security, and Compliance teams during pre-sales product reviews
Maintain Security Responses Library: Using appropriate tooling, maintain freshness of our cybersecurity responses library
Respond to Security and Compliance Questionnaires: Complete security external security questionnaires to assist in customer due diligence processes
Review Security Amendments: As required, review and negotiate customer security amendments and requests
Stay Up-to-Date On Compliance Roadmap: As a part of the Compliance team, stay updated on roadmap activities, updating customer facing documentation, and posting updates to the Trust Centre
Qualification
Required
Years of direct experience in either compliance, information security, or sales engineering roles
Demonstrated conversational understanding and ability to discuss technological concepts (e.g., Cloud-computing, Encryption, Containerization, IaC, WAF)
Comfortability with public speaking and presenting to leadership
Experience in risk analysis and applying compensating controls
Strong project management skills with the ability to track and contribute to multiple projects simultaneously
Experience in reviewing and commenting on contract amendments
Clear communication and interpersonal skills, with the ability to effectively collaborate with technical and non-technical persons
Experience working within a technology or SaaS company environment
Preferred
Previous experience in a cybersecurity compliance or information technology sourcing role
Proficiency with project management tools
Experience with RFP response tooling such as AutoRFP, SafeBase, Loopio
Knowledge and familiarity with privacy legislation (e.g., GDPR, CCPA, PIPEDA, LGP)
Exposure and proficiency with AI tools
Benefits
Top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin 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
Company
Clio
Clio provides cloud-based legal practice management software, helping law firms manage cases, billing, and client relationships.
Funding
Current Stage
Late StageTotal Funding
$2.14BKey Investors
New Enterprise AssociatesBessemer Venture PartnersActon Capital
2025-11-10Series G· $500M
2025-11-10Debt Financing· $350M
2024-07-23Series F· $900M
Recent News
Calgary Herald
2026-01-08
Canada NewsWire
2025-12-16
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