Salesforce Consultant (LSAP) - Litify

About Us

At Litify, we’re revolutionizing the legal industry by being the platform powering legal’s top performers. As a trailblazer in legal technology, Litify delivers an all-in-one legal operating solution that empowers law firms and legal departments to achieve consistent success by continually standardizing, measuring, and improving their legal operations.

Our mission is clear: to deliver better business outcomes to our clients, so they can focus on delivering the best legal service and outcomes to their clients. 400+ enterprise businesses and 55K+ legal professionals trust Litify to amplify their impact with innovative technology and service that stands the test of time.

About the Role

Litify is built on the best-in-class Salesforce Platform and we’re seeking to bring a Salesforce Consultant (Litify Success Accelerator Program) to be an integral part of our growing Customer Success team.

You are someone who has extensive Salesforce consulting experience, and loves helping customers find novel ways to solve their process requirements through Salesforce configurations. You love solving problems and are not afraid to reach out to others for guidance. You enjoy working with a small group of customers, and getting to know their specific organizations and needs intimately, while still being part of a larger team and working cross-functionally with sales and customer success.

In this role, you will:

• Work directly with customers to make declarative changes in their Salesforce org, following proper QA and launch procedures
• Partner with customers to solution ideas that increase their users’ efficiency and help improve how they manage their business
• Coordinate with our Support Engineers to troubleshoot potential impacts or errors in configurations
• Work hand-in-hand with Customer Success Managers to realize a vision for a future state for assigned client organizations
• Complete standard Salesforce admin tasks such as setting up users, profiles, roles, and configuring reports and dashboards
• Build time-saving automations using Flows
• Provide expertise and advice on best practices, and be able to detail pros and cons of alternate solutions
• Provide timely communications, and resolve requests within SLAs

To be successful in this role, you have:

• 3+ years of experience with the Salesforce platform either as an IT leader, Admin, or a Consultant
• 1+ years experience with Salesforce Automations – strong Flow knowledge is preferred, with emphasis on record-triggered flows, collections, loops, and working with and configuring 3rd party Lightning components
• Strong technical knowledge of Salesforce administration and configuration; Salesforce Advanced Administrator Certification preferred
• Hands-on experience troubleshooting technical issues on the Salesforce platform end-to-end (Application, Database, Network & Integration layers)
• Understanding of setting up users, profiles, roles, and configuring reports and dashboards in the Salesforce platform
• Understanding of data migration from CSV, SQL, or other systems to the Salesforce platform, using tools such as the Apex Data Loader
• Experience with an accounting platform (FinancialForce, Accounting Seed) and/or knowledge of legal accounting a strong plus
• Experience with researching, installing, and configuring Salesforce applications
• Excellent written and verbal communication skills, honed in prior customer-facing roles
• Ability to handle multiple clients & tasks simultaneously, including de-escalating as necessary