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Litify

SaaS platform for legal case management

Agent Architect

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 2 years of hands-on experience with the Salesforce platform and Litify software.
  • Strong technical knowledge of Salesforce administration and configuration.
  • At least 2 years of experience working on Salesforce automations, with strong knowledge of Salesforce Flow, especially record-triggered flows, collections, loops, and configuring third-party Lightning components.
  • Experience managing complex projects, stakeholder expectations, scope, timelines, and budgetary constraints.
  • Strong written and verbal communication skills to discuss complex technical topics with varied audiences and facilitate meetings and presentations.
  • Ability to handle multiple customers and tasks simultaneously and respond quickly to AI and agentic free trials.

Responsibilities

  • Build and maintain advanced agentic flows in demo and trial environments, including Policy Agents, Damages Assistants, and Litigation Agents.
  • Collaborate with sales and success teams on pre-trial objectives calls to identify key workflows, prompts, and autonomous agents tailored to client needs.
  • Configure AI prompt libraries and build autonomous workflows during trial discovery and setup.
  • Provide technical guidance to Sales Engineers and other team members on custom demo flows and updating demo organizations for product releases.
  • Troubleshoot complex permission issues, perform end-user testing, and provide technical support during trial check-ins to optimize adoption.
  • Lead workflow customizations and configurations after full rollout to support long-term client retention and success.
  • Develop internal and external AI and agent documentation.
  • Develop and deliver ongoing agentic training to LSAP and Customer Success.

Desired Qualifications

  • Salesforce Advanced Administrator Certification.

About the Company

Litify

SaaS platform for legal case management

Litify provides a legal operating system and case management software designed for law firms, corporate legal departments, and government agencies. It is a SaaS platform that consolidates multiple legal processes into one system, allowing teams to collaborate, access real-time information, automate routine tasks, and analyze data to improve performance. The product works by offering a flexible, secure, cloud-based platform that clients subscribe to, with optional configurations, data migration services, and training to tailor it to their needs. Litify sets itself apart by delivering an end-to-end, industry-focused platform that integrates workflow automation, analytics, and collaboration in one place, along with a strong emphasis on customer success and ongoing support. The company's goal is to help legal teams operate more efficiently, reduce costs, and make informed decisions through digital transformation of their processes.

Company size
51-200
Company stage
Early VC
Total funding
$78.5M
Headquarters
New York City, New York
Founded
2016

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