Quote Manager Jobs in Portland, OR (NOW HIRING)

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.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are currently seeking a Senior Quote-to-Cash Systems Engineer to join our Revenue Operations team in Burnaby, Calgary, Toronto, or remotely across Canada (excluding Quebec) or the US. This is a dedicated, hands-on role owning the day-to-day administration of our Quote-to-Cash stack-Salesforce, CPQ, and billing-and scaling it as our products and selling motions grow.

The GTM Applications Systems team has one job-to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, Finance, and Business Operations teams and functions. We drive data that empowers business insights and critical decision-making, while accelerating these teams through operational efficiency across the customer lifecycle. Our tech stack includes not only Salesforce, but also ZoomInfo, Gong, Salesloft, Chili Piper, DealHub, Workato, NetSuite, LeapFin, and more.

As part of the GTM Applications Systems team, the Quote-to-Cash (Q2C) team plays a critical role in driving operational excellence and fueling Clio's rapid growth. The team is responsible for managing and optimizing the end-to-end cycle of sales transactions-from quoting and pricing to contract and subscription management, billing, and revenue recognition. Their work not only underpins the success of the GTM strategy but also contributes to the company's broader goals of growth, customer satisfaction, and financial health.

We aren't looking for just any traditional Systems Administrator to join this team. We're looking for an experienced professional with deep Quote-to-Cash expertise who will contribute to and help shape our company's overall systems strategy; someone who thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our core values. We're looking for an impact player! If you're passionate about solving complex problems, designing and implementing creative and scalable solutions, and constantly seeking innovation, this could be the perfect role for you.

Above all, you bring deep Quote-to-Cash expertise. You've spent years in CPQ-products and price books, quote templates, approvals, discounting, renewals, amendments, and co-terming-and you're just as strong on billing, with hands-on experience in modern subscription-billing platforms and a firm grasp of invoicing, proration, and revenue-recognition handoffs. You see Quote-to-Cash as one connected flow and design solutions that scale with our products, pricing, and geographies.

You're also fluent with AI in your day-to-day work-using it as a force multiplier to move faster and raise quality, and helping the team find where AI can improve our Q2C workflows. You know when AI output can be trusted versus when it needs verification, and you apply it within our data-governance and security guardrails.

• Acting as the hands-on, day-to-day owner of our DealHub CPQ and billing platform-configuration, support, maintenance, and continuous improvement-and its integrations with Salesforce and the rest of our Quote-to-Cash stack.

• Owning and optimizing CPQ configuration, including product and pricing setup, quote templates, approvals, discounting logic, renewals/upsells, and co-terming and amendments.

• Supporting billing and invoicing processes end-to-end-billing configuration and triggers, invoicing, and the order invoice revenue flow across Salesforce, DealHub, NetSuite, and LeapFin.

• Scaling our Quote-to-Cash systems as Clio's selling motions grow-including our expanding Enterprise motion-so the platform keeps pace with new products, pricing models, and acquisitions.

• Designing, building, and supporting integrations and automations (e.g., Workato) across the Q2C ecosystem, with a focus on reliable, observable data flows between Salesforce, DealHub, NetSuite, and LeapFin.

• Monitoring, troubleshooting, and resolving quoting, billing, and integration issues end-to-end-error handling, reconciliation, root-cause analysis, and clear incident communication-to minimize revenue-impacting disruptions.

• Using AI to accelerate your own work and improve the team's Q2C workflows-e.g., drafting and debugging Salesforce formulas, validation rules, and flows; generating QA/UAT test cases; reconciling data; and drafting SOPs and release notes.

• Consulting with stakeholders across departments to gather and analyze requirements, and turning complex business needs into robust, scalable solutions.

• Collaborating with the wider team of Salesforce Administrators and Developers, and partnering cross-functionally with Revenue Operations, Product, Engineering, and Finance to deliver on strategic initiatives.

• Providing and cultivating a positive support experience to all GTM applications end users.

• Keeping up to date with Salesforce, DealHub, and Workato releases and best practices to inform and recommend system improvements.

• Documenting system configuration and administrative processes, including SOPs and runbooks.

• Performing QA and user acceptance testing (UAT), and safeguarding revenue-data integrity across the quote invoice revenue flow-supporting month-end/quarter-end readiness and reducing manual reconciliation.

• Providing guidance and coaching for junior administrators.

• Post-secondary education in Computer Science, Information Systems, Business Administration, or relevant discipline (or equivalent practical experience).

• 5+ years of Salesforce administration experience in a complex, highly customized environment.

• CPQ expertise. 3+ years of hands-on experience with CPQ / Quote-to-Cash tooling (e.g., Salesforce CPQ, Zuora, Subskribe). DealHub experience is a strong plus but not required.

• Billing experience. Hands-on experience with a modern subscription-billing platform (e.g., Zuora, Subskribe) and a solid grasp of foundational billing concepts-recurring billing, invoicing, proration, co-terming, and revenue-recognition handoffs. Prior DealHub billing experience isn't required; transferable billing experience you can apply quickly is.

• AI fluency. Demonstrated use of AI tools to improve your own productivity and the quality of your output in a technical or systems role.

• Proven technical acumen to translate business requirements into a functional design.

• Experience building or supporting integrations and automations (Workato a plus).

• Excellent consultative questioning and listening skills to fully understand requirements and pain points.

• Meticulous organization, attention to detail, and strong ownership-self-motivated and able to operate independently and manage deadlines in a fast-paced environment.

• Excellent written and verbal communication, including the ability to explain technical concepts to non-technical stakeholders.

• Salesforce Administrator Certification (or ability to obtain within a reasonable timeframe).

• DealHub administration experience (including its CPQ and billing functionality).

• Salesforce Advanced Administrator, Platform App Builder, or other relevant Salesforce certifications.

• Workato certification(s) and experience with integration observability, alerting, and operational runbooks.

• Experience with NetSuite (ERP) and/or LeapFin (revenue recognition) and the related accounting and close processes.

• Experience in a high-growth B2B SaaS company with a mature RevOps function and strong governance expectations (e.g., SOX/ITGC).

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, Dublin and Sydney) to be in office minimum twice per week.

• 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

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated todiversity, 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 atclio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.