Payment Operations Specialist

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 currently seeking a Payment Operations Specialist to join our Payment Operations team in Toronto , Vancouver , or Calgary .

What your team does :

Launched in late 2021, Clio Payments is already one of the fastest-growing legal payments solutions in the world, processing billions of dollars of client payments each year. The Payment Operations team, led by the Director of Payment Operations, is responsible for the rapid scaling of our Clio Payments product throughout North America and Clio’s broader international footprint. The team is responsible for the entire customer journey—from client intake and onboarding to day-to-day account management, dispute resolution, fraud, and credit monitoring.

Payment Operations is a critical function focused on driving results through strategic, operational, and data‑driven improvements.

Who you are :

We are seeking a Payment Operations Specialist with a track record in Payments Pricing, Operations and Risk Management to play a leading role in our scaling team. The candidate will deliver a seamless customer experience by providing competitive payments pricing, identifying process improvement opportunities, balancing day‑to‑day operational queues and risks, and influencing process design for new product and feature implementations.

What you’ll do :

• Prioritize custom payment pricing requests by analyzing complex card processing statements
• Perform complex payments pricing analyses for new and existing customers
• Collaborate with client-facing teams on custom pricing deal positioning, strategy, and talk tracks
• Manage direct customer communications around pricing and rate negotiations
• Manage operational queues to maintain and exceed internal and external SLAs
• Support a team of Payment Operations coordinators in acquiring new customers and supporting existing ones on the Clio Platform
• Directly support customers with payments questions or escalations, including topics related to making / accepting payments, payment safety and security, and onboarding to Clio Payments; interpret and communicate status of payment events; support application requirements; enable payments capability; execute operational launch of new products / features; serve as an escalation lead for Customer Success; act as a liaison with third-party service providers
• Monitor merchants and transactions for suspicious activity to safeguard against fraud
• Triage and resolve day-to-day customer issues such as business ID and bank account verifications
• Collaborate with chargebacks and disputes team on suspicious transactions and chargeback fraud
• Serve as a point of contact on cross‑functional projects with sales, customer success, product, and finance
• Become a subject matter expert in payments pricing, networks, and industry to serve as a thought leader and educational resource
• Identify efficiency opportunities and lead project execution and program management with cross-functional teams

What you may have :

Serious bonus points if you have :

What you will find here :

Competitive, equitable salary with top-tier health, dental, and vision insurance.

Hybrid work environment; local Clions expected to be in office at least twice per week.

Flexible time off; 20 days per year encouraged.

EAP benefits for you and household members, including counseling and online resources.

401(k) matching and Child Education Savings.

Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years.

The expected salary range for this role is $73,300 to $86,200 to $99,100 USD. Separate bands exist for other regions based on local currency.

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

Our team shows up as their authentic selves and is united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do their best work, 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 encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. If you require any accommodation, let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com / careers.

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

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