Full-Time
Implementation Consultant
Posted on 4/12/2024
Flexible legal operating platform using Salesforce
Data & Analytics
Junior, Mid, Senior
Remote in USA
Required Skills
Salesforce
Requirements
- 1-5 years of experience with the Salesforce platform
- 1+ years experience with Salesforce Automation
- Expertise in setting up users, profiles and roles in the Salesforce platform
- Experience conducting data migration from CSV, SOQL or other systems to the Salesforce platform
- Experience configuring reports and dashboards in the Salesforce platform
- Experience with Click Development in the Salesforce platform
- Ability to work as part of a multi-faceted team to solve client-related inquiries and problems
- Start-up qualities: self-starter, autonomous, driven, motivated, and hungry
- Understanding of the Salesforce product and command of Cloud-based systems
Responsibilities
- Engaging in hands-on configuration of the Litify platform (Salesforce)
- Onboarding clients and setting them up for success on Litify
- Ensuring a timely and smooth go-live on client projects
- Reporting to an Engagement/Project Manager on the project
- Attending and participating in regular calls and interaction with clients
- Partnering closely within project teams and broader services teams on discovering, designing, building, testing, and deploying Litify solutions or extensions of the Salesforce platform
- Bringing a curious mindset to customer engagements and gathering requirements to match customer needs
- Presenting solutions to customers and technical designs to peers
- Supporting people to be more successful by identifying best practices and helping others learn and benefit from discoveries
Litify offers a flexible and secure legal operating platform that connects legal teams across departments, utilizing Salesforce-native technology to streamline and automate matter management, task management, document generation, intake management, time and billing, and client communications, while providing real-time insights to help law firms and legal teams scale.
Company Stage
Series A
Total Funding
$78.6M
Headquarters
New York, New York
Founded
2016
Growth & Insights
Headcount