Swans · 4 months ago
Implementation Consultant (CRM, Automation, Data, AI)
United States
Full-time
Remote
Entry, Mid Level
2+ years expSwans is a fast-moving consulting and implementation agency that enhances how US law firms utilize technology for better client services. The Implementation Consultant will tackle complex operational challenges, deploying CRM configurations, automation workflows, and AI solutions to optimize law firm practices and drive revenue growth.
Information Technology & Services
Responsibilities
Analyze law firm technology challenges and operational bottlenecks
Configure CRMs & Case Management systems to solve for the bottlenecks
Build analytics dashboards and data pipelines that reveal actionable insights
Design automation workflows using tools like Zapier, Make, and n8n
Deploy and train client teams on AI solutions (Gemini, ChatGPT, Claude) that actually drive impact
Build working relationships with clients
Autonomously get insights from & present to client teams
Qualification
Required
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, and Automation tools (Low-Code/No-Code)
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
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 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
Preferred
Portfolio preferred - showcase projects that demonstrate your systematic problem-solving approach
(Optional) Experience with legal tools (e.g. Clio Manage and Lawmatics) or working in a law firm is a plus, but NOT a requirement
Benefits
Competitive salary
Performance-based bonus & promotion path
Flexible benefits
Career-defining growth investment: we spent over $100,000 on team development last year – executive coaching, certifications, and training that accelerates your career beyond any traditional path
Company
Swans
We started as Automation for Lawyers, helping firms eliminate inefficiencies and manual tasks through automation. But as we grew, so did our vision.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase