Salesforce Consultant (LSAP)
Core
Implement declarative Salesforce configurations and automations to help legal clients standardize and improve their business processes.
Role type
Salesforce Consultant (Customer Success)
Builds
Salesforce org configurations, Flows, reports, dashboards, and user management for legal clients
Domain
Legal Technology / Salesforce Platform
Required skills
Salesforce declarative configuration, Salesforce Flows (record triggered, collections, loops), Salesforce administration (users, profiles, roles), data migration (CSV, SQL, Apex Data Loader), troubleshooting (App, DB, Network, Integration), Salesforce app installation
Preferred skills
Salesforce Advanced Administrator Certification, FinancialForce or Accounting Seed experience, legal accounting knowledge, 3rd party Lightning components configuration
Technologies
Salesforce, Flows, Apex Data Loader, FinancialForce, Accounting Seed
Responsibilities
Make declarative changes in customer Salesforce orgs following QA procedures, partner with customers on efficiency solutions, coordinate with Support Engineers for troubleshooting, work with Customer Success Managers on future state visions, complete standard admin tasks, build time-saving automations, provide best practice advice
Seniority
Mid-level, hands-on IC
