Technical Consultant

Description:

The Opportunity (What This Role Really Means)

Our Technical Enablement team is where deep platform expertise meets real client impact. As a Technical Consultant, you’ll be the person who takes client requirements and turns them into working solutions—designing, building, and implementing configurations that make Practifi work exactly the way our clients need it to. You’ll partner with Business Analysts in a paired model: they own the client relationship and requirements, you own the technical build and delivery.

You’re not just configuring software. You’re solving real business problems for wealth management firms, training their teams, and becoming a trusted technical resource they rely on. When a client needs to know what Practifi can do, you’re the person with the answer.

This isn’t a role that exists in a silo. You’ll talk to anyone you want, contribute to discussions across teams, and see how your work directly impacts our clients’ success. Because when you can trace your daily tasks to real outcomes, work actually feels worthwhile.

• Design, build, and implement technical solutions within the Practifi platform based on client requirements captured through SOWs and discovery sessions.
• Configure Salesforce and Practifi objects, fields, page layouts, Lightning Pages, JSON Components, Process Types, Task Templates, and Lookup Rollup Summaries.
• Build screen flows and record trigger flows of moderate complexity that work in conjunction with Practifi’s native automation.
• Lead client training sessions and demos on both standard features and custom builds.
• Partner with MSP clients as a dedicated technical resource—providing guidance on best practices, supporting custom configuration, and serving as an escalation point for complex issues.
• Follow a defined development lifecycle and deploy changes to production environments using deployment tools.

• You’ll navigate a learning curve—with a dedicated Practibuddy by your side.
• Our documentation is robust, but evolving; feedback is valued.
• Curiosity is celebrated—questions are encouraged.
• We solve challenges as a team, not in silos.

• Annual Learn bucks stipend for continued education and certifications.
• Transparent, real promotion pathways—we grow from within.
• Direct exposure to leadership and multiple departments.
• Space to experiment, fail fast, and innovate.

• 3–5 years of experience in Salesforce administration, configuration, or technical consulting.
• Salesforce Admin I Certification (required).
• Hands‑on experience building screen flows and record trigger flows.
• Proficiency with Salesforce tools:
  Data Loader, Salesforce Inspector, Dev Console (SOQL queries, record operations).
• Understanding of Salesforce security model:
  Profiles, Roles, Permission Sets, Custom Permissions.
• Experience managing client‑facing projects and delivering technical solutions on deadline.

• Experience with wealth management, financial services, or fintech platforms.
• Familiarity with Salesforce-native ISV products.
• Additional Salesforce certifications (Platform App Builder, Advanced Admin).

• Someone who’s comfortable being themselves (pets bombing Zoom calls welcome).
• Curiosity about how things work and how they could work better.
• Appreciation for transparency (we share everything—pay, challenges, wins).
• Collaborative spirit (our Slack channels cover everything from work projects to reality TV).

• Competitive salary: $80,000 – $95,000 (yes, we’re transparent about pay).
• 20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one).
• Comprehensive benefits package.
• Annual Learn bucks for continued education and certifications.

• Your Practibuddy:
  Someone dedicated to helping you succeed from day one.
• Real Work-Life Integration:
  Not just a buzzword—we actually mean it with flexibility.
• Bi-annual Summits:
  Chicago gatherings for connection, collaboration, and yes, celebration (trust falls…