Senior Product Manager, Accounting
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to extract substantive content.
Let's parse the posting:
- Intro: "Clio is the global leader in legal AI technology..." This is about company, maybe "About the role"? Actually "About the role" could be summary: "We are currently seeking a Senior Product Manager, Clio Accounting to join our product team. This role is available to candidates across Canada (excluding Quebec) and the US. If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days."
- Then description: "Law firms run on trust — with their clients, their regulators, and themselves. Clio Accounting exists to make the financial side of running a firm as confident, clear, and compliant as the legal work they do every day. We're building accounting and bookkeeping tools that don't just track numbers, but give legal professionals a genuine understanding of the health and performance of their business. We're looking for a Senior PM who brings a rare combination: enough bookkeeping fluency to earn the trust of firm administrators and finance teams, enough product and design instinct to translate complex workflows into elegant experiences, and a clear-eyed view of where AI can meaningfully — and responsibly — reshape accounting and bookkeeping processes for legal professionals."
- Then "What Your Team Does": description of team.
- Then "What You'll Work On": bullet points (Strategic Product Leadership, Customer and Domain Depth, Cross-Functional Execution). Each has sub-bullets.
- Then "What You Bring": bullet points (6+ years product management experience... etc). Also "Bonus Points" list.
- Then "This is a new role. What you will find here: Compensation is one of the main components of Clio’s Total Rewards Program..." Then details about benefits: Competitive, equitable salary with top-tier health benefits, dental, and vision insurance; Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City 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; The expected salary range for this role is $137,500 to $186,100 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.
- Then DIBE & Accessibility paragraph.
- Then "We're a Human and High Performing AI company..." etc.
- Then disclaimer about communication.
We need to remove boilerplate: DIBE & Accessibility maybe considered boilerplate? It's about diversity, inclusion, belonging, equity, accessibility. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. DIBE might be considered EEO/equal-opportunity boilerplate. Likely we should remove that section. Also the "We're a Human and High Performing AI company..." maybe not boilerplate but could be considered generic. However it's about AI usage in recruitment; might be considered boilerplate? Not sure. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The DIBE & Accessibility is about diversity, inclusion, belonging, equity, accessibility - could be considered EEO. Safer to remove. The AI company statement maybe not required but could be considered generic; but it's not explicitly listed to remove. However it's somewhat generic; but we might keep if it's substantive? It's about company's AI usage in recruitment; not directly about role. Might be considered boilerplate but not explicitly listed. I'd lean to remove it to keep only substantive sections about role.
Also the disclaimer about communication via @clio.com email addresses is boilerplate; remove.
Thus we keep sections: About the role (summary), What Your Team Does (maybe as part of Responsibilities?), What You'll Work On (Responsibilities), What You Bring (Requirements/Qualifications/Skills), Benefits, Pay, Schedule (maybe hybrid work expectation). Also maybe "What You'll Work On" could be Responsibilities. "What You Bring" could be Requirements/Qualifications/Skills. Benefits: list of benefits. Pay: salary range. Schedule: hybrid work expectation (twice per week office for local hubs). Also location: Canada (excluding Quebec) and US; hubs expectation.
We need to decide headings: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can combine some: maybe "About the role" for summary; "Responsibilities" for What You'll Work On; "Requirements" for What You Bring (including bonus points); "Benefits" for benefits list; "Pay" for salary range; "Schedule" for hybrid work expectation.
We must not create sections with filler. Ensure each heading has substantive content.
We need to use - for any list of duties/requirements/benefits. So for responsibilities list, we need
- . For requirements list, also
- . For benefits list, also
- . For schedule maybe just a
.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the sections we keep.
Let's extract content precisely.
**About the role** (summary):
- "We are currently seeking a Senior Product Manager, Clio Accounting to join our product team."
- "This role is available to candidates across Canada (excluding Quebec) and the US."
- "If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days."
Also maybe mention "Law firms run on trust..." but that's more about Clio Accounting purpose; could be part of About the role or Responsibilities. Might fit under "What Your Team Does". We'll keep that in Responsibilities or About the role? The "What Your Team Does" section describes team's scope. That could be part of Responsibilities or About the role. Let's treat "What Your Team Does" as part of Responsibilities (since it's about what the team does). But we also have "What You'll Work On" which is more specific responsibilities. We could combine them under Responsibilities.
Thus Responsibilities content:
- Description of Clio Accounting: "Law firms run on trust — with their clients, their regulators, and themselves. Clio Accounting exists to make the financial side of running a firm as confident, clear, and compliant as the legal work they do every day. We're building accounting and bookkeeping tools that don't just track numbers, but give legal professionals a genuine understanding of the health and performance of their business."
- What Your Team Does: "Clio Accounting sits at the intersection of practice management and financial operations, serving law firms from solo practitioners to mid-sized enterprises. Your team owns core accounting capabilities including chart of accounts, trust accounting, bank reconciliation, expense tracking, financial reporting, and compliance workflows — all deeply integrated with billing, time tracking, and payments across the Clio platform. This is a domain where accuracy isn't optional and compliance isn't negotiable. At the same time, it's a space ripe for transformation: most firms are still underserved by tools that were built for general business accounting, or spreadsheets, not the specific realities of legal practice. Your team is changing that."
- What You'll Work On: three categories with subpoints.
We need to preserve all subpoints.
Let's list them:
**Strategic Product Leadership**
- Define and execute a product vision and roadmap for Clio Accounting that balances compliance requirements, firm business intelligence, and the emerging opportunity of AI-powered bookkeeping.
- Develop a clear and defensible point of view on where AI can accelerate, automate, and improve accuracy in accounting workflows — and where human judgment must remain in the loop.
- Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics, feedback loops, and success criteria in place.
**Customer and Domain Depth**
- Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices.
- Champion both compliance needs and business insight needs — helping firms not just stay compliant, but actually understand what their numbers mean.
- Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize.
**Cross-Functional Execution**
- Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem.
- Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers transitioning to or expanding their use of Clio Accounting.
- Communicate roadmap and trade-offs with clarity and confidence across audiences — from engineering stand-ups to executive reviews.
Now Requirements/Qualifications/Skills (What You Bring):
- 6+ years of product management experience, with a meaningful portion in B2B SaaS — ideally in FinTech, accounting software, or business operations tools.
- Working knowledge of bookkeeping and accounting fundamentals: you don't need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners. Debits and credits shouldn’t provoke fear.
- A genuine interest in helping businesses understand and act on their own financial performance — not just track it.
- A clear and considered perspective on where AI fits within accounting and bookkeeping processes, with the judgment to distinguish transformative opportunity from hype.
- Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface, even when the domain is anything but.
- An exceptional communicator — equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers.
- Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business.
- An entrepreneurial mindset. You have a respectful disregard for the boundaries of your role and do whatever it takes to get the job done.
- Outcomes-focused: you obsess over impact, not output, and you can demonstrate how your work moved the metrics that matter.
- Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience.
Bonus Points:
- Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services).
- Familiarity with trust accounting regulations or legal-specific compliance requirements.
- Background working with
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to extract substantive content. Let's parse the posting: - Intro: "Clio is the global leader in legal AI technology..." This is about company, maybe "About the role"? Actually "About the role" could be summary: "We are currently seeking a Senior Product Manager, Clio Accounting to join our product team. This role is available to candidates across Canada (excluding Quebec) and the US. If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days." - Then description: "Law firms run on trust — with their clients, their regulators, and themselves. Clio Accounting exists to make the financial side of running a firm as confident, clear, and compliant as the legal work they do every day. We're building accounting and bookkeeping tools that don't just track numbers, but give legal professionals a genuine understanding of the health and performance of their business. We're looking for a Senior PM who brings a rare combination: enough bookkeeping fluency to earn the trust of firm administrators and finance teams, enough product and design instinct to translate complex workflows into elegant experiences, and a clear-eyed view of where AI can meaningfully — and responsibly — reshape accounting and bookkeeping processes for legal professionals." - Then "What Your Team Does": description of team. - Then "What You'll Work On": bullet points (Strategic Product Leadership, Customer and Domain Depth, Cross-Functional Execution). Each has sub-bullets. - Then "What You Bring": bullet points (6+ years product management experience... etc). Also "Bonus Points" list. - Then "This is a new role. What you will find here: Compensation is one of the main components of Clio’s Total Rewards Program..." Then details about benefits: Competitive, equitable salary with top-tier health benefits, dental, and vision insurance; Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City 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; The expected salary range for this role is $137,500 to $186,100 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile. - Then DIBE & Accessibility paragraph. - Then "We're a Human and High Performing AI company..." etc. - Then disclaimer about communication. We need to remove boilerplate: DIBE & Accessibility maybe considered boilerplate? It's about diversity, inclusion, belonging, equity, accessibility. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. DIBE might be considered EEO/equal-opportunity boilerplate. Likely we should remove that section. Also the "We're a Human and High Performing AI company..." maybe not boilerplate but could be considered generic. However it's about AI usage in recruitment; might be considered boilerplate? Not sure. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The DIBE & Accessibility is about diversity, inclusion, belonging, equity, accessibility - could be considered EEO. Safer to remove. The AI company statement maybe not required but could be considered generic; but it's not explicitly listed to remove. However it's somewhat generic; but we might keep if it's substantive? It's about company's AI usage in recruitment; not directly about role. Might be considered boilerplate but not explicitly listed. I'd lean to remove it to keep only substantive sections about role. Also the disclaimer about communication via @clio.com email addresses is boilerplate; remove. Thus we keep sections: About the role (summary), What Your Team Does (maybe as part of Responsibilities?), What You'll Work On (Responsibilities), What You Bring (Requirements/Qualifications/Skills), Benefits, Pay, Schedule (maybe hybrid work expectation). Also maybe "What You'll Work On" could be Responsibilities. "What You Bring" could be Requirements/Qualifications/Skills. Benefits: list of benefits. Pay: salary range. Schedule: hybrid work expectation (twice per week office for local hubs). Also location: Canada (excluding Quebec) and US; hubs expectation. We need to decide headings: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can combine some: maybe "About the role" for summary; "Responsibilities" for What You'll Work On; "Requirements" for What You Bring (including bonus points); "Benefits" for benefits list; "Pay" for salary range; "Schedule" for hybrid work expectation.
We must not create sections with filler. Ensure each heading has substantive content.
We need to use - for any list of duties/requirements/benefits. So for responsibilities list, we need
- . For requirements list, also
- . For benefits list, also
- . For schedule maybe just a
.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the sections we keep.
Let's extract content precisely.
**About the role** (summary):
- "We are currently seeking a Senior Product Manager, Clio Accounting to join our product team."
- "This role is available to candidates across Canada (excluding Quebec) and the US."
- "If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days."
Also maybe mention "Law firms run on trust..." but that's more about Clio Accounting purpose; could be part of About the role or Responsibilities. Might fit under "What Your Team Does". We'll keep that in Responsibilities or About the role? The "What Your Team Does" section describes team's scope. That could be part of Responsibilities or About the role. Let's treat "What Your Team Does" as part of Responsibilities (since it's about what the team does). But we also have "What You'll Work On" which is more specific responsibilities. We could combine them under Responsibilities.
Thus Responsibilities content:
- Description of Clio Accounting: "Law firms run on trust — with their clients, their regulators, and themselves. Clio Accounting exists to make the financial side of running a firm as confident, clear, and compliant as the legal work they do every day. We're building accounting and bookkeeping tools that don't just track numbers, but give legal professionals a genuine understanding of the health and performance of their business."
- What Your Team Does: "Clio Accounting sits at the intersection of practice management and financial operations, serving law firms from solo practitioners to mid-sized enterprises. Your team owns core accounting capabilities including chart of accounts, trust accounting, bank reconciliation, expense tracking, financial reporting, and compliance workflows — all deeply integrated with billing, time tracking, and payments across the Clio platform. This is a domain where accuracy isn't optional and compliance isn't negotiable. At the same time, it's a space ripe for transformation: most firms are still underserved by tools that were built for general business accounting, or spreadsheets, not the specific realities of legal practice. Your team is changing that."
- What You'll Work On: three categories with subpoints.
We need to preserve all subpoints.
Let's list them:
**Strategic Product Leadership**
- Define and execute a product vision and roadmap for Clio Accounting that balances compliance requirements, firm business intelligence, and the emerging opportunity of AI-powered bookkeeping.
- Develop a clear and defensible point of view on where AI can accelerate, automate, and improve accuracy in accounting workflows — and where human judgment must remain in the loop.
- Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics, feedback loops, and success criteria in place.
**Customer and Domain Depth**
- Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices.
- Champion both compliance needs and business insight needs — helping firms not just stay compliant, but actually understand what their numbers mean.
- Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize.
**Cross-Functional Execution**
- Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem.
- Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers transitioning to or expanding their use of Clio Accounting.
- Communicate roadmap and trade-offs with clarity and confidence across audiences — from engineering stand-ups to executive reviews.
Now Requirements/Qualifications/Skills (What You Bring):
- 6+ years of product management experience, with a meaningful portion in B2B SaaS — ideally in FinTech, accounting software, or business operations tools.
- Working knowledge of bookkeeping and accounting fundamentals: you don't need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners. Debits and credits shouldn’t provoke fear.
- A genuine interest in helping businesses understand and act on their own financial performance — not just track it.
- A clear and considered perspective on where AI fits within accounting and bookkeeping processes, with the judgment to distinguish transformative opportunity from hype.
- Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface, even when the domain is anything but.
- An exceptional communicator — equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers.
- Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business.
- An entrepreneurial mindset. You have a respectful disregard for the boundaries of your role and do whatever it takes to get the job done.
- Outcomes-focused: you obsess over impact, not output, and you can demonstrate how your work moved the metrics that matter.
- Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience.
Bonus Points:
- Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services).
- Familiarity with trust accounting regulations or legal-specific compliance requirements.
- Background working with
- . For requirements list, also
- . For benefits list, also
- . For schedule maybe just a
. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the sections we keep. Let's extract content precisely. **About the role** (summary): - "We are currently seeking a Senior Product Manager, Clio Accounting to join our product team." - "This role is available to candidates across Canada (excluding Quebec) and the US." - "If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days." Also maybe mention "Law firms run on trust..." but that's more about Clio Accounting purpose; could be part of About the role or Responsibilities. Might fit under "What Your Team Does". We'll keep that in Responsibilities or About the role? The "What Your Team Does" section describes team's scope. That could be part of Responsibilities or About the role. Let's treat "What Your Team Does" as part of Responsibilities (since it's about what the team does). But we also have "What You'll Work On" which is more specific responsibilities. We could combine them under Responsibilities. Thus Responsibilities content: - Description of Clio Accounting: "Law firms run on trust — with their clients, their regulators, and themselves. Clio Accounting exists to make the financial side of running a firm as confident, clear, and compliant as the legal work they do every day. We're building accounting and bookkeeping tools that don't just track numbers, but give legal professionals a genuine understanding of the health and performance of their business." - What Your Team Does: "Clio Accounting sits at the intersection of practice management and financial operations, serving law firms from solo practitioners to mid-sized enterprises. Your team owns core accounting capabilities including chart of accounts, trust accounting, bank reconciliation, expense tracking, financial reporting, and compliance workflows — all deeply integrated with billing, time tracking, and payments across the Clio platform. This is a domain where accuracy isn't optional and compliance isn't negotiable. At the same time, it's a space ripe for transformation: most firms are still underserved by tools that were built for general business accounting, or spreadsheets, not the specific realities of legal practice. Your team is changing that." - What You'll Work On: three categories with subpoints. We need to preserve all subpoints. Let's list them: **Strategic Product Leadership** - Define and execute a product vision and roadmap for Clio Accounting that balances compliance requirements, firm business intelligence, and the emerging opportunity of AI-powered bookkeeping. - Develop a clear and defensible point of view on where AI can accelerate, automate, and improve accuracy in accounting workflows — and where human judgment must remain in the loop. - Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics, feedback loops, and success criteria in place. **Customer and Domain Depth** - Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices. - Champion both compliance needs and business insight needs — helping firms not just stay compliant, but actually understand what their numbers mean. - Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize. **Cross-Functional Execution** - Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem. - Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers transitioning to or expanding their use of Clio Accounting. - Communicate roadmap and trade-offs with clarity and confidence across audiences — from engineering stand-ups to executive reviews. Now Requirements/Qualifications/Skills (What You Bring): - 6+ years of product management experience, with a meaningful portion in B2B SaaS — ideally in FinTech, accounting software, or business operations tools. - Working knowledge of bookkeeping and accounting fundamentals: you don't need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners. Debits and credits shouldn’t provoke fear. - A genuine interest in helping businesses understand and act on their own financial performance — not just track it. - A clear and considered perspective on where AI fits within accounting and bookkeeping processes, with the judgment to distinguish transformative opportunity from hype. - Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface, even when the domain is anything but. - An exceptional communicator — equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers. - Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business. - An entrepreneurial mindset. You have a respectful disregard for the boundaries of your role and do whatever it takes to get the job done. - Outcomes-focused: you obsess over impact, not output, and you can demonstrate how your work moved the metrics that matter. - Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience. Bonus Points: - Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services). - Familiarity with trust accounting regulations or legal-specific compliance requirements. - Background working with
- . For schedule maybe just a
- . For benefits list, also