Solution Consultant
Core
Drive product adoption and deep engagement for Litera's CRM platform within strategic law firm accounts, partnering with Product and Engineering to influence platform evolution and customer retention.
Role type
Solution Consultant (CRM & Legal Tech)
Builds
Litera CRM platform, integrations with legal-tech stacks, and enablement assets for enterprise law firms.
Domain
Legal technology / Customer Relationship Management (CRM)
Deliverable
product features | dashboards & analysis | client delivery
Required skills
CRM implementation and configuration, legal-industry business-development lifecycle knowledge, CRM data architecture design, integration technologies (REST/SOAP APIs, middleware), CRM analytics and reporting, technical communication
Preferred skills
Legal-technology vendor experience, data-enrichment provider familiarity, GenAI-assisted CRM features knowledge, SQL proficiency, scripting experience
Technologies
Salesforce, Microsoft Dynamics, InterAction, Litera Foundation/Hub, ContactEase, MuleSoft, Workato, Dell Boomi, Power BI, Tableau, REST APIs, OAuth, Python, JavaScript/Node.js, PowerShell
Responsibilities
Own account-level adoption plans with success metrics, design data-model configurations and permission structures, architect integration patterns with ERP and marketing platforms, build reports quantifying pipeline health and ROI, conduct account health checks using telemetry, create configuration playbooks and integration reference architectures, document feature requests with business context, support renewal and pre-sales with proof-of-concept engagements
Seniority
Mid-level, hands-on IC