Pre-Sales Solution Architect, Enterprise

About the role

We’re looking for a Pre-Sales Solution Architect, Enterprise in the New York City area to join our growing Enterprise Sales team. In this role, you’ll be a key technical advisor during the sales process, delivering high-impact product demos and proof-of-concepts to large law firms using our adaptive work management platform.

Responsibilities

• Deliver engaging, tailored product demos and proof-of-concepts that showcase how Clio Operate solves specific client challenges
• Analyze complex business processes and identify automation opportunities to improve operational efficiency
• Translate client needs into scalable, practical solutions using Clio Operate’s platform capabilities
• Collaborate closely with sales to develop solution strategies that resonate with stakeholders and help close high-value deals
• Act as a technical lead during discovery sessions, workshops, evaluations, and proposal presentations
• Support smooth transitions from sales to implementation, providing clear documentation and project context

Requirements

• 5+ years in pre-sales, solution consulting, or business analysis within a complex SaaS & enterprise software environment
• Proven experience designing and delivering demos and POCs that reflect real-world enterprise use cases
• Deep understanding of process automation, integration patterns, and business workflow design
• Experience in legal tech, case/matter management, or adjacent B2B industries is highly beneficial
• Outstanding communication skills—you can distill complex technical concepts into clear, persuasive narratives for any audience
• Skilled at engaging with IT stakeholders, business users, and executive decision-makers throughout long sales cycles
• Collaborative, proactive, and energized by the opportunity to work cross-functionally across sales, product, and implementation teams
• Leadership potential with a desire to shape and grow a high-performing pre-sales function as we scale
• Willingness and ability to travel up to 20% for in-person meetings, presentations, and relationship-building across the U.S.

Qualifications

• Proven track record of success in similar roles
• Strong understanding of legal industry and technology trends
• Ability to build strong relationships with clients and partners
• Experience working with legal technology platforms