Litify Administrator

Greenberg Gross LLP • Phoenix, AZ

7d • Remote

About The Position

Greenberg Gross LLP is seeking its first dedicated Litify resource to own implementation, configuration, and ongoing administration of the firm’s Litify environment. The administrator will work directly with firm leadership to align the platform with the firm’s legal practice and workflows. The role is expected to grow as the firm expands its legal technology footprint, potentially including building and leading a broader technology team. Responsibilities and priorities may evolve, and the role may take on additional tools, projects, and initiatives across technology and operations.

Requirements

• Salesforce Administrator Certification (ADM 201), or equivalent hands-on experience.
• At least 3 years of hands-on Salesforce administration experience, including user management, flow automation, reports and dashboards, and security configuration.
• Experience with or strong working knowledge of Litify or Salesforce Service Cloud in a legal environment.
• Proficiency with Salesforce Flow and other declarative automation tools.
• Familiarity with data management tools such as Apex Data Loader, Data Import Wizard, or equivalent.
• Strong analytical and problem-solving skills, including the ability to translate business requirements into technical solutions.
• Excellent written and verbal communication skills and comfort engaging with attorneys and technical staff.

Nice To Haves

• Direct experience implementing or administering Litify at a plaintiff litigation firm.
• Additional Salesforce certifications, such as Advanced Administrator or Platform App Builder, or equivalent.
• Familiarity with Salesforce Agentforce or AI-assisted workflow tools.
• Experience with legal-adjacent integrations such as document management, e-signature, intake platforms, or settlement and disbursement tools.
• Exposure to legal accounting platforms such as FinancialForce or Accounting Seed.
• Experience building out a Salesforce practice during an early-stage or greenfield implementation.

Responsibilities

• Serve as the primary administrator for the firm’s Litify environment, managing configuration, customization, and day-to-day operations.
• Configure Litify objects, Lightning pages, page layouts, custom fields, quick actions, record types, and validation rules to support legal workflows.
• Build and maintain automation using Salesforce Flow, Process Builder, and other declarative tools across intake, case management, and settlement processes.
• Install, configure, and manage third-party AppExchange integrations and other platform connections, including document management, e-signature, and communication tools.
• Manage user accounts, profiles, roles, permission sets, and organization-wide security settings for onboarding and offboarding.
• Maintain data integrity through audits, deduplication, and validation; oversee data migration and imports using tools such as Apex Data Loader.
• Build and maintain reports and dashboards covering caseloads, pipeline, productivity, and financial metrics.
• Develop and enforce data governance standards and documentation to support accuracy and compliance.
• Lead the initial Litify rollout with the implementation team, including timelines, requirements gathering, testing, and go-live activities.
• Participate in discovery sessions and translate attorney and staff workflows into platform configurations and solutions.
• Manage and prioritize enhancement requests and bug fixes, and communicate timelines and progress to stakeholders.
• Conduct quality assurance testing before deploying changes to production.
• Serve as the internal Litify subject-matter expert and first point of contact for support questions and escalated tickets.
• Develop user guides and training for staff.
• Identify opportunities to improve platform adoption, user experience, and operational efficiency.
• Liaise with Litify support and customer success teams and manage the firm’s relationship with the platform vendor.
• Collaborate with firm leadership to gather requirements and deliver scalable solutions.
• Stay current on Salesforce and Litify product releases and evaluate new features for applicability to the firm.
• Take on additional projects and responsibilities across technology and operations and support other initiatives as needed.

Benefits

• Competitive compensation commensurate with experience.
• Comprehensive benefits package including medical, dental, and vision coverage.
• 401(k) with employer match.
• Paid time off and firm holidays.
• Remote work schedule with flexibility.
• Opportunity to own and shape the firm’s legal technology infrastructure.
• Collaborative, mission-driven environment.
• Room to grow in scope and seniority as the firm’s Litify practice expands.

What This Job Offers

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