Salesforce Consultant (LSAP)

Litify is built on the best-in-class Salesforce Platform and we’re seeking to bring a Salesforce Consultant (Litify Success Accelerator Program) to be an integral part of our growing Customer Success team.

You are someone who has extensive Salesforce consulting experience, and love helping customers find novel ways to solve their process requirements through Salesforce configurations. You love solving problems and are not afraid to reach out to others for guidance. You enjoy working with a small group of customers, and getting to know their specific organizations and needs intimately, while still being part of a larger team and working cross functionally with sales and customer success.

In this role, you will:

• 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, Partners with Finance, Accounting, and IT stakeholders to analyze financial processes, define business and technical requirements, design scalable system solutions, and troubleshoot enterprise applications, integrations, and workflows. Coordinates testing, UAT, production readiness, and post-deployment validation. Incorporates financial controls, SOX compliance, auditability, data governance, segregation of duties, and security into solution designs while identifying opportunities for automation and AI-driven process improvement. Top Skills: Ai ToolsBilling PlatformsErpFinancial Reporting SystemsIntelligent AutomationProcurement SystemsSQL Wipfli

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

Be an Early Applicant Easy Apply Remote or Hybrid Hiring Remotely in USA 100K-100K Annually Mid level Easy Apply Remote or Hybrid Hiring Remotely in USA 100K-100K Annually Mid level Configure and administer Salesforce orgs for assigned customers, including users, profiles, roles, reports, dashboards, and Flow automations. Consult with clients on process improvements, troubleshoot configuration issues across application and integration layers, support data migrations, and coordinate with Support Engineers and Customer Success Managers. Provide Salesforce best-practice guidance, manage client requests within SLAs, and communicate effectively while handling multiple customer tasks. The summary above was generated by AI, The estimated base salary for this role is $100,000. You will also be offered a bonus and benefits.

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.

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What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

• Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
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• Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
• Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
• Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

At Litify, we’re revolutionizing the Legal industry by being the platform powering legal’s top performers. As a trailblazer in legal technology, Litify delivers an all-in-one legal operating solution that empowers law firms and legal departments to achieve consistent success by continually standardizing, measuring, and improving their legal operations.

Our mission is clear: to deliver better business outcomes to our clients, so they can focus on delivering the best legal service and outcomes to their clients. 400+ enterprise businesses and 55K+ legal professionals trust Litify to amplify their impact with innovative technology and service that stands the test of time.

Backed by Bessemer Venture Partners, Litify is proud to be recognized as one of Inc. 5000 and Deloitte Technology Fast 500’s fastest-growing private companies in America along with numerous awards for our unparalleled software. With offices in the vibrant cities of New York and New Orleans, we’re at the heart of legal innovation.