CRM Solutions Consultant (Legal Knowledge Preferred)
Core
Drive product adoption and technical solutions for enterprise law firms using a CRM platform to manage business development and relationships.
Role type
Senior Solutions Consultant (Legal Tech)
Builds
Account-level adoption plans, data-model configurations, integration patterns, dashboards, and enablement content for the Litera CRM.
Domain
Legal technology / Business Development / CRM
Deliverable
product features
Required skills
CRM implementation and configuration, legal-industry business-development lifecycle, CRM data architecture, integration technologies (REST/SOAP, iPaaS), CRM analytics and reporting
Preferred skills
Legal-tech vendor experience, data-enrichment provider familiarity, GenAI-assisted CRM features, SQL proficiency, scripting (Python/JavaScript/PowerShell)
Technologies
Salesforce, Microsoft Dynamics, InterAction, Litera Foundation/Hub, ContactEase, MuleSoft, Workato, Dell Boomi, Power BI, Tableau, REST APIs, OAuth, ETL pipelines
Responsibilities
Own account-level adoption plans with success metrics, design data-model configurations and permission structures, architect integration patterns with ERP/marketing systems, build reports to quantify pipeline health, conduct account health checks using telemetry, create configuration playbooks and reference architectures, document feature requests with business context, support renewal and pre-sales with proof-of-concept engagements
Seniority
Mid-Senior, hands-on IC