CRM Solutions Consultant, Legal Knowledge Preferred

• Own account-level adoption plans with clear success metrics, phased rollouts, and stakeholder alignment that move firms from deployment to daily, firm-wide usage
• Design data-model configurations, permission structures, tagging taxonomies, and record hierarchies that map directly to a firm's business-development workflows and organizational structure
• Architect and recommend integration patterns connecting Litera CRM with ERP/financial systems, marketing-automation platforms, document management, and data-enrichment providers via REST APIs, webhooks, and ETL pipelines
• Partner with customers to define KPIs and build reports that quantify pipeline health, relationship strength, and business-development ROI — giving firm leadership the data they need to make strategic decisions
• Conduct regular health checks using product telemetry, usage analytics, and data-quality audits to identify adoption gaps and churn risk before they become problems
• Create configuration playbooks, integration reference architectures, migration checklists, and best-practice guides that raise the baseline for every account
• Document feature requests with business context, quantify their impact, and present prioritized recommendations to Product and Engineering so the platform evolves with the market
• Support renewal, expansion, and pre-sales efforts by delivering proof-of-concept engagements, RFP responses, and solution designs that demonstrate clear business value

• 3+ years of hands-on experience implementing, configuring, or supporting a CRM platform (e.g., Salesforce, Microsoft Dynamics, Inter Action, Litera Foundation/Hub, Contact Ease, or comparable legal-sector CRM)
• Strong understanding of the legal-industry business-development lifecycle — origination tracking, relationship mapping, pitch/proposal workflows, and experience management
• Demonstrated knowledge of CRM data architecture: relational data models, entity-relationship design, data normalization, and data-quality management
• Working knowledge of integration technologies — REST/SOAP APIs, OAuth, middleware/iPaaS tools (e.g., Mule Soft, Workato, Dell Boomi), and ETL processes
• Experience with CRM analytics, reporting tools, or BI platforms (e.g., Power BI, Tableau, native CRM dashboards) to derive actionable insights from customer data
• Exceptional communication skills with the ability to translate complex technical concepts for non-technical stakeholders and engage audiences from end-users to C-suite

Demonstrates expertise in CRM platform implementation and configuration, with a strong focus on data architecture and integration technologies. Capable of translating complex data insights into actionable strategies for business development within the legal industry.

• CRM Platform Implementation
• Data Architecture Design
• Integration Technologies
• CRM Analytics and Reporting
• Legal Industry Business Development

• CRM Configuration
• Data Normalization
• Entity-Relationship Design
• REST/SOAP APIs
• ETL Processes
• Data Quality Management
• KPI Definition
• Usage Analytics
• Reporting Tools
• Business Development Workflows

• Exceptional Communication Skills

• Legal Industry
• Business Development Lifecycle
• Relationship Mapping
• Proposal Workflows
• Adoption Plans

• Salesforce
• Microsoft Dynamics
• Power BI
• Tableau
• Mule Soft
• Workato
• Dell Boomi