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.

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.

As an RFI Compliance Specialist, you will partner with our Sales Engineering team and Account Executives to represent Clio's cybersecurity and compliance practices. This involves 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 who thrives on details, prefers note-taking, and ensures thorough follow-ups. Naturally curious, you delve into how things work and can effectively communicate your findings. You are adept at understanding and explaining technology trends, systematically breaking down tasks, and forming comprehensive understandings by trusting but verifying information and holding opinions loosely.

What You’ll Be Doing

• Creating and Maintaining Due Diligence Artifacts: Ensure sufficient documentation is available for prospective and existing customers as Clio integrates new products.
• Requirement Gathering and Reporting: Gather and report on evolving customer asks and requirements to support Compliance and Cybersecurity objectives.
• Track Activity and Engagement: Monitor and report on customer due diligence metrics, linking them to measurable statistics.
• Drive Conversations to be Proactive: Identify patterns in requests and discussions, track emerging themes, and translate findings into impactful actions.
• Lead Pre-Sales Security Calls: Engage with customer IT, Security, and Compliance teams during product reviews.
• Maintain Security Responses Library: Utilize appropriate tooling to keep the cybersecurity responses library up-to-date.
• Respond to Security and Compliance Questionnaires: Complete external security questionnaires to aid customer due diligence.
• Review Security Amendments: As needed, review and negotiate customer security amendments and requests.
• Stay Up-to-Date On Compliance Roadmap: Remain informed about Compliance team roadmap activities, updating customer-facing documentation, and posting updates to the Trust Centre.

Required Qualifications

• Direct experience in compliance, information security, or sales engineering roles.
• Demonstrated conversational understanding and ability to discuss technological concepts (e.g., Cloud-computing, Encryption, Containerization, IaC, WAF).
• Comfort with public speaking and presenting to leadership.
• Experience in risk analysis and applying compensating controls.
• Strong project management skills, managing multiple projects simultaneously.
• Experience reviewing and commenting on contract amendments.
• Clear communication and interpersonal skills for technical and non-technical collaboration.
• Experience working within a technology or SaaS company environment.

Preferred Qualifications

• Previous experience in cybersecurity compliance or information technology sourcing.
• 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.

What You Will Find Here

Clio offers a competitive Total Rewards Program, including a competitive, equitable salary, top-tier health benefits (dental, vision), and a hybrid work environment for local Clions (Toronto, Vancouver, Calgary, Dublin, Sydney) to be in the office twice a week. Benefits include flexible time off (encouraged 20 days per year), a $2000 annual counseling benefit, RRSP matching, RESP contribution, and a Clioversary recognition program.

The expected salary range for this role is $79,500 to $107,500 CAD, with experienced individuals typically hired around the midpoint. Clio is committed to Diversity, Inclusion, Belonging, and Equity (DIBE) and provides accessibility accommodations during recruitment.

Key skills/competency

• Compliance
• Information Security
• Sales Engineering
• RFP Responses
• Cybersecurity Practices
• Risk Analysis
• Project Management
• Contract Review
• Cloud Computing
• Privacy Legislation