Salesforce Consultant (LSAP)

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.

Backed by Bessemer Venture Partners, Litify is proud to be recognized as one of Inc. 5000 and Deloitte Technology Fast 500’s fastest-growing private companies in America along with numerous awards for our unparalleled software. With offices in the vibrant cities of New York and New Orleans, we’re at the heart of legal innovation.

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 love 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 (required):

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 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 client & tasks simultaneously, including deescalating as necessary

Disclosure: The estimated base salary for this role is $100,000. You will also be offered a bonus and benefits.

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide. 

Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company.