Litify & Salesforce BA — Legal Workflows Specialist

BRIO DESIGNS PARTNERS, LLC; Conshohocken (Montgomery County); Sur place; USD 120 000 - 150 000; Plein temps

Résumé du poste

BRIO DESIGNS PARTNERS, LLC in Conshohocken, PA is seeking a Business Analyst for Salesforce and Litify to translate law-firm processes into declarative Salesforce configurations. You will work with attorneys, intake teams, paralegals, and operations leaders to map current workflows to Litify and Salesforce objects, fields, and reports.

You will lead discovery sessions, write requirements and user stories, craft data mappings, and support testing and go-live, always favoring standard Salesforce

Qualifications

• Experience in business or systems analysis, or QA.
• Gather requirements from non-technical business users.
• Clear written and verbal communication for engineers and clients.
• Knowledge of relational data concepts; SOQL/SQL helpful; SOQL taught.

Responsabilités

• Lead discovery and process-mapping sessions with law firm stakeholders and own the resulting documentation
• Map current-state and future-state processes (intake to retained matter, lifecycle stages, referral and settlement workflows)
• Analyze existing systems and data (legacy case management, spreadsheets, intake tools) for design and migration input
• Write requirements, user stories, and acceptance criteria for admins or developers
• Recommend solutions that favor Litify and Salesforce standard functionality, identifying true customization needs
• Author sections of solution design documents (data model, automation logic, security/sharing)
• Create data mapping documents for migrations
• Support build by answering design questions, reviewing configuration, and clarifying requirements
• Write and execute test cases, support UAT, and help clients go-live
• Shadow discovery sessions until mastery, then lead them

Connaissances

Facilitation skills

Written and verbal communication

Requirements gathering

Process mapping

Analytical thinking

Stakeholder management

Outils

Salesforce

Litify

SOQL

SQL

Description du poste

BRIO DESIGNS PARTNERS, LLC in Conshohocken, PA is seeking a Business Analyst for Salesforce and Litify to translate law-firm processes into declarative Salesforce configurations. You will work with attorneys, intake teams, paralegals, and operations leaders to map current workflows to Litify and Salesforce objects, fields, and reports.

You will lead discovery sessions, write requirements and user stories, craft data mappings, and support testing and go-live, always favoring standard Salesforce