Salesforce Consultant (LSAP)

Litify

About The Position

Litify is seeking a Salesforce Consultant (Litify Success Accelerator Program) to join its growing Customer Success team. This role is for an individual with extensive Salesforce consulting experience who enjoys helping customers solve process requirements through Salesforce configurations. The consultant will work closely with a small group of customers, understanding their specific organizations and needs, while collaborating cross-functionally with sales and customer success teams. Litify is built on the Salesforce Platform and is a trailblazer in legal technology, offering an all-in-one legal operating solution to law firms and legal departments.

Requirements

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
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 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

Nice To Haves

Salesforce Advanced Administrator Certification preferred
Experience with an accounting platform (FinancialForce, Accounting Seed) and/or knowledge of legal accounting a strong plus

Responsibilities

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