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Pre-Sales Compliance Analyst

Remote · USA Full-time New today

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.

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

Skills

  • 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
  • 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 Overview

  • Clio provides cloud-based legal practice management software, helping law firms manage cases, billing, and client relationships. It was founded in 2008, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 1001-5000 employees. Its website is https://www.clio.com.
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