Senior Product Manager shaping Clio’s accounting integrations for mid-market law firms. Owning product strategy, compliance, and seamless financial data flows across QuickBooks, Xero, and Clio.
Responsibilities
Define and execute the product vision and roadmap for accounting integrations
Balance compliance requirements, firm needs, and connected-platform capabilities and constraints
Own discovery and definition across the integration portfolio
Determine what data moves, in which direction, how often, and what constitutes a complete integration
Partner with Design, Engineering, and Data on features, metrics, feedback loops, and success criteria
Build relationships with firm administrators, bookkeepers, accountants, and managing partners
Champion compliance and business insight needs
Translate accounting concepts and regulatory requirements into clear product decisions
Collaborate with Billing, Payments, Reporting, and Platform teams
Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce customer friction
Communicate roadmap and trade-offs across technical and executive audiences
Maintain and improve QuickBooks Online and Xero integrations
Deliver new accounting integrations and set portfolio strategy
Ensure billing, time tracking, and payments integrate cleanly with accounting systems and remain synchronized
Requirements
6+ years of product management experience
Meaningful experience in B2B SaaS, ideally in FinTech, accounting software, or business operations tools
Working knowledge of bookkeeping and accounting fundamentals, including double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting
Experience applying design thinking and business process analysis to complex workflows
Exceptional communication skills, including presenting strategy to executives and discussing technical requirements with developers
Proven ability to work across and align multiple teams and functions
Entrepreneurial mindset
Ability to demonstrate impact on important metrics
Regular customer engagement and ability to incorporate customer feedback into decisions
Experience building enterprise-grade integrations
Bonus: Experience in legal tech or an adjacent regulated industry
Bonus: Familiarity with trust accounting regulations or legal-specific compliance requirements
Bonus: Background working with accounting integrations such as QuickBooks and Xero, or building FinTech data pipelines
Bonus: Experience launching AI-first features in a high-trust or compliance-sensitive context
Benefits
Competitive, equitable salary
Top-tier health benefits
Dental insurance
Vision insurance
Hybrid work environment
Flexible time off policy, with an encouraged 20 days off per year
$2000 annual counseling benefit
RRSP matching
RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Accessibility accommodations during the recruitment process
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