RFI Compliance Specialist

About Clio

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.

Summary of the Role

We are seeking an RFI Compliance Specialist to join our Compliance team. This role is open to candidates remotely across Eastern Canada (excluding Québec) and the US East Coast for EST/AST time zones. If you are local to the Greater Toronto Area, you can expect to come to the Clio Toronto office twice per week on days of your choice.

You will partner with our Sales Engineering team and Account Executives to represent the cybersecurity and compliance practices at Clio. This will involve reviewing compliance requirement spec sheets, coordinating RFP responses, fulfilling artifact requests, representing cybersecurity and compliance on customer calls, and maintaining and fulfilling new artifact requests through our Trust Centre.

Who You Are

You are an organized individual, typically preferring to take notes, write follow-ups, and close conversation threads. You are curious about the details of how or why things work, and you pair this with the ability to effectively communicate your findings. Amongst friends, you are the person people turn to when they need help understanding the latest technology trends and announcements; you may not know all of the details right away, but you will run them down and you can convey the points that matter.

When it comes to forming an understanding, you:

• Trust, but verify
• Form strong opinions, but hold them loosely
• Instinctively break a task down into pieces and systematically execute
• Draw the Owl by seeking out the broad strokes to complete the full picture

What You'll Be Doing

• 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 technology evolves, so will customer asks. You’ll gather and report on 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, track emerging themes, and 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 the freshness of our cybersecurity responses library.
• Respond to Security and Compliance Questionnaires: Complete 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 part of the Compliance team, stay updated on roadmap activities, updating customer-facing documentation, and posting updates to the Trust Centre.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Compensation and Benefits

Clio offers a competitive, equitable salary with top-tier health benefits, dental, and vision insurance. Highlights of our Total Rewards program include a hybrid work environment with flexible time off, RRSP matching, and a generous annual counseling benefit. The expected salary range for this role is $79,500 to $107,500 CAD, with exact offers dependent on region, experience, and skillset.

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

Our team shows up as their authentic selves, united by our mission. We are dedicated to diversity, equity, and inclusion, fostering an environment where teams feel included, valued, and enabled to do their best work. We believe different perspectives lead to higher-performing teams and better innovation. Clio provides accessibility accommodations during the recruitment process; please let us know if you require any.

Key skills/competency

• Compliance Management
• Cybersecurity Practices
• RFP Coordination
• Information Security
• Risk Analysis
• Project Management
• Customer Due Diligence
• Technical Communication
• Contract Review
• Data Privacy Legislation