Litify · 2 weeks ago
Salesforce Consultant (LSAP)
New York, NY
Full-time
Hybrid
Mid Level
3+ years expLitify is a leading company in legal technology that empowers law firms and legal departments with innovative solutions. The Salesforce Consultant will work closely with customers to implement Salesforce configurations, enhance efficiency, and support their business management needs.
Enterprise SoftwareLegalLegal TechSaaSSoftware
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
Qualification
Required
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
Preferred
Salesforce Advanced Administrator Certification
Benefits
Bonus
Benefits
Company
Litify
Litify is an end-to-end legal operating platform offering cloud-based software solutions for law firms and legal professionals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$78.56MKey Investors
Bessemer Venture PartnersTiger Global Management
2023-12-18Series Unknown· $19.84M
2023-02-09Acquired
2023-02-03Series Unknown
Leadership Team
Curtis Brewer
CEO
Recent News
LegalTech Breakthrough
2025-11-14
Business Wire
2025-10-31
The Business Journals
2024-04-07
Company data provided by crunchbase