Technical Consultant

Practifi

15h•$85,000 - $110,000•Remote

About The Position

Clients trust us with the systems that run their business, and that trust is earned one project at a time by people who know the platform. As a Technical Consultant, you're that person. You take a client's requirements, figure out what Practifi can genuinely do (versus what would just create a maintenance headache down the line), and build it. You're the technical half of our paired model, working alongside a Business Analyst who owns the relationship while you own the build. When something breaks or a client needs an escalation handled with confidence, you're often the one they're counting on. The Core Work • Manage client projects assigned through SOWs, partnering with a Business Analyst and the client to scope requirements and design a solution that holds up. • Lead or participate in client calls to gather and clarify project requirements, then build it in Practifi following a defined development lifecycle. • Run training sessions and demos so clients understand what you built and why. • Serve as an escalation point for the Support team on configuration questions involving custom orgs, and as a direct escalation point for MSP clients on complex or urgent issues. The Reality Check • You'll learn the specifics of Practifi's platform (JSON Components, Process Types, Task Templates, Lookup Rollup Summaries) even if you already know Salesforce cold. You'll have a Practibuddy mentor from day one and Senior Technical Consultants to lean on for the harder builds. • Some weeks are heads-down building. Others are back-to-back client calls and training sessions. Both are part of the job. The Growth Part • Learnbucks, our annual education stipend, is yours to use on certifications or courses that sharpen your skills. • This role has a clear next step to Senior Technical Consultant, and the escalation and client-facing work you'll do here builds the track record to get there.

Requirements

Salesforce Admin I Certification.
Experience configuring Salesforce and Practifi objects, fields, page layouts, and Lightning Pages, plus building screen flows and record-triggered flows of moderate complexity.
Comfort with Data Loader, Salesforce Inspector, and Dev Console, including querying and updating records directly in the data model.
Working knowledge of Salesforce's security model (Profiles, Roles, Permission Sets, Custom Permissions, Divisions) and the ability to configure it to a client's requirements.
Genuinely curious about how systems fit together, and you ask questions instead of guessing.
Can explain a technical decision to a non-technical client without talking down to them.
Take ownership of your projects and communicate proactively when something's off track, rather than waiting to be asked.

Nice To Haves

Prior experience in wealth management, financial advisory, or fintech SaaS.
Experience running client-facing training sessions or demos.
Exposure to platform upgrade or migration projects.

Responsibilities

Manage client projects assigned through SOWs, partnering with a Business Analyst and the client to scope requirements and design a solution that holds up.
Lead or participate in client calls to gather and clarify project requirements, then build it in Practifi following a defined development lifecycle.
Run training sessions and demos so clients understand what you built and why.
Serve as an escalation point for the Support team on configuration questions involving custom orgs, and as a direct escalation point for MSP clients on complex or urgent issues.