Salesforce Consultant (LSAP)

Litify; United States; On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Litify, a Salesforce-based legal operating platform, seeks a Salesforce Consultant to join the Customer Success team in the United States. You will help customers tailor Salesforce configurations, build effective automations, and drive process improvements while collaborating with sales and cross-functional teams.

The role emphasizes problem solving, client intimacy, and hands-on configuration work to achieve scalable outcomes for law firms and legal departments.

Qualifications

• 3+ years of experience with the Salesforce platform as IT leader, Admin or Consultant.
• 1+ years experience with Salesforce Automations – strong Flow knowledge, including triggers, collections, loops, and 3rd party Lightning components.
• Strong knowledge of Salesforce administration and configuration; Advanced Administrator Certification preferred.
• Hands-on troubleshooting across Salesforce platform (App, DB, Network & Integration).
• Experience with data migration to Salesforce using tools like Apex Data Loader.

Responsibilities

• Make declarative changes in customers' Salesforce org following QA and launch procedures.
• Propose solutions to increase users’ efficiency and improve business processes.
• Coordinate with Support Engineers to troubleshoot configuration issues.
• Collaborate with Customer Success Managers to plan future states for client orgs.
• Perform standard Salesforce admin tasks: users, profiles, roles, reports and dashboards.

Skills

Salesforce platform

Salesforce Admin

Flow automation

Customer-facing

Certifications (Salesforce)

Education

Salesforce Advanced Administrator Certification

Tools

Apex Data Loader

Lightning components

Job description

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.

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.