CRM Solutions Consultant (Legal Knowledge Preferred)

Litera • Philadelphia, PA

3d • Hybrid

About The Position

Ready to Help Shape the Future of Legal Tech?! At Litera, we don’t just build software, we transform how the world’s top law firms operate. Every day, we Raise The Bar™️ for what’s possible through AI, innovation, and solutions that power millions of legal professionals worldwide. If you’re energized by scale, real impact, and meaningful challenges, you’ll feel right at home here. Your work will directly influence customer retention, platform evolution, and Litera's ability to deliver real business-development outcomes for the world's top law firms. This is a high-visibility role ideal for someone who thrives in a fast-moving, collaborative environment and wants to make a measurable difference from day one.

Requirements

• 3+ years of hands-on experience implementing, configuring, or supporting a CRM platform (e.g., Salesforce, Microsoft Dynamics, InterAction, Litera Foundation/Hub, ContactEase, or comparable legal-sector CRM).
• Strong understanding of the legal-industry business-development lifecycle — origination tracking, relationship mapping, pitch/proposal workflows, and experience management.
• Demonstrated knowledge of CRM data architecture: relational data models, entity-relationship design, data normalization, and data-quality management.
• Working knowledge of integration technologies — REST/SOAP APIs, OAuth, middleware/iPaaS tools (e.g., MuleSoft, Workato, Dell Boomi), and ETL processes.
• Experience with CRM analytics, reporting tools, or BI platforms (e.g., Power BI, Tableau, native CRM dashboards) to derive actionable insights from customer data.
• Exceptional communication skills with the ability to translate complex technical concepts for non-technical stakeholders and engage audiences from end-users to C-suite.

Nice To Haves

• Prior experience at a legal-technology vendor, legal consultancy, or within a law-firm business-development, marketing, or IT team.
• Familiarity with data-enrichment providers and contact-data ecosystems common in legal (e.g., Dun & Bradstreet, PitchBook, Manzama, ALM Intelligence).
• Experience with GenAI-assisted CRM features — prompt engineering, AI-generated relationship summaries, and intelligent recommendations.
• CRM platform certifications (e.g., Salesforce Administrator, Microsoft Dynamics 365 Fundamentals), SQL proficiency, or scripting experience (Python, JavaScript/Node.js, PowerShell).

Responsibilities

• Own account-level adoption plans with clear success metrics, phased rollouts, and stakeholder alignment that move firms from deployment to daily, firm-wide usage.
• Design data-model configurations, permission structures, tagging taxonomies, and record hierarchies that map directly to a firm's business-development workflows and organizational structure.
• Architect and recommend integration patterns connecting Litera CRM with ERP/financial systems, marketing-automation platforms, document management, and data-enrichment providers via REST APIs, webhooks, and ETL pipelines.
• Partner with customers to define KPIs and build reports that quantify pipeline health, relationship strength, and business-development ROI — giving firm leadership the data they need to make strategic decisions.
• Conduct regular health checks using product telemetry, usage analytics, and data-quality audits to identify adoption gaps and churn risk before they become problems.
• Create configuration playbooks, integration reference architectures, migration checklists, and best-practice guides that raise the baseline for every account.
• Document feature requests with business context, quantify their impact, and present prioritized recommendations to Product and Engineering so the platform evolves with the market.
• Support renewal, expansion, and pre-sales efforts by delivering proof-of-concept engagements, RFP responses, and solution designs that demonstrate clear business value.

Benefits

• medical, dental, and vision coverage
• a 401(k) with company match
• incentive and recognition programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed