Implementation Consultant (CRM, Automation, Data, AI)

Swans • Miami, FL

10h • Remote

About The Position

If you're obsessed with technology and love grinding on complex systems, this is where you'll showcase your technical skills while solving hands-on operational challenges for law firm owners.
You'll deploy CRM configurations, project management systems, automation workflows, analytics dashboards and AI implementations while identifying business bottlenecks and designing solutions that streamline entire practices.
At Swans, we are assembling a team of "Avengers": technical problem-solvers who walk into struggling firms, identify the exact operational issues killing their growth, then build and deploy technical solutions that unlock millions in revenue potential for our clients.
Our Company: We are a fast-moving consulting & implementation agency that improves the way US law firms use technology to deliver better services to their clients.
Our Team: We're currently an international team of 10 and expect to grow to 30+ in the next 12 months.
Our Culture: We are energetic, no-BS, intense, results-oriented, and driven to change our industry forever.
Day in the life
The role has a dual nature:
75% hands-on system design, building & implementation
25% operational analysis, consulting & client interaction
The technical side of the job will have you solve challenges across 5 main areas:
CRM systems: A firm’s slow intake team is losing viable cases. You will build the automated email, SMS & AI workflows that ensure instant lead response and qualification.
Case Management / Project Management systems: Staff have abandoned their system, leaving hundreds of overdue tasks. You will standardize, automate, and clear this backlog, making the system a reliable single source of truth.
Data & Analytics: A firm owner is "gambling" on marketing, lacking clear financial data. You will build the data pipeline and profitability dashboard that provides real-time clarity.
Automation: Staff waste hours manually copying data into 200+ confusing document templates. You will consolidate these into smart templates and build an automation that generates complex documents perfectly in seconds.
AI: A firm is overwhelmed by repetitive tasks and suffers from low tech adoption. You will lead AI training sessions that embeds practical, safe, and efficient AI use into their daily work.
We are tool-agnostic and believe in using the best solution for the problem. You will gain deep expertise in a variety of best-in-class platforms (both generic and legal-specific).
The client side includes challenges like:
Uncovering law firm operational challenges and connecting these to technical solutions
Autonomously gathering requirements, presenting to & training client teams, and managing adoption of deployed solutions
Building working relationships with clients and ensuring their high satisfaction & NPS
You will be handling anywhere from 1 to 4 client engagements at a time (depending on their size & complexity), owning the full implementation while being supported by a senior consultant and an extensive knowledge base of past client projects & solutions. Our end-to-end client engagements usually have a duration of at least 6 months, so you will get a chance to truly dig in and get familiar with the clients' teams & processes to drive meaningful impact.
Why this changes everything for you
If you're a high-performer frustrated by corporate bureaucracy, endless approvals, and career ladders based on tenure, this is your off-ramp. We are an anti-bureaucratic team for ambitious professionals who want their impact measured by results, not by time-in-seat.
Conversely, if you're a high-impact freelancer tired of the "feast-or-famine" cycle and juggling the overhead of sales & admin, this is your place. We provide a steady stream of complex, high-value clients so you can focus 100% on building solutions. You get to maintain the high ownership you love, but with the stability and leverage of a competitive salary and an elite team.
This role is for those who want to own their impact, accelerate their growth, and build systems that matter.

Requirements

• Client-ready communication skills - You'll present to law firm staff and senior executives, you will need to translate complex technical concepts to a non-tech-savvy audience
• Systems thinking approach - You naturally see how technical solutions connect to business outcomes, and can solve hard problems autonomously
• Builder mentality - You genuinely enjoy the process of designing, testing, and perfecting systems with high attention to detail
• Technical experience - Proven track record of deploying & configuring CRMs, Project Management systems, Analytics Dashboards, Automation tools (Low-Code/No-Code), and/or AI applications
• Ownership mentality - You like to get your hands dirty and pull through challenges autonomously, you take pride in your work and don't need micromanagement
• Curiosity - You are excited to learn new tools & skills and can do so quickly, you are eager to adapt your approach if someone shows you a better way of solving a problem, you are coachable
• Professional English fluency - You'll advise successful US-based law firms, B2 level at a minimum

Nice To Haves

• 2-5 years of experience in similar roles
• Experience in client-facing roles and/or consulting, especially for SMEs
• Experience with CRMs (e.g. HubSpot, Salesforce, Zoho, Pipedrive)
• Experience with Project Management/ERP Systems (e.g. Asana, Monday.com, Airtable, ClickUp, SAP)
• Experience with automation/iPaaS tools (e.g. Zapier, Make, n8n, MS Power Platform)
• Experience with GenAI (e.g. Gemini, OpenAI, Anthropic, DeepSeek)
• Experience with data analysis (e.g. BigQuery, Looker Studio, PowerBI, Tableau)
• Experience working with REST APIs (integration)
• Track record of learning complex tools quickly and applying them to business problems
• Portfolio preferred - showcase projects that demonstrate your systematic problem-solving approach.

Responsibilities

• hands-on system design, building & implementation
• operational analysis, consulting & client interaction
• Uncovering law firm operational challenges and connecting these to technical solutions
• Autonomously gathering requirements, presenting to & training client teams, and managing adoption of deployed solutions
• Building working relationships with clients and ensuring their high satisfaction & NPS

Benefits

• Competitive salary
• Performance-based bonus & promotion path
• Flexible benefits
• Career-defining growth investment: we spent over $200,000 on team development last year – executive coaching, certifications, and training that accelerates your career beyond any traditional path

What This Job Offers

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