Services Consultant

November 3

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Actionstep

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SaaS • B2B • Legal Services

Actionstep is a modern, adaptable law firm management platform that provides midsize law firms with tools to transform their practices into top-performing businesses. With features like document automation, client intake, workflow automation, and comprehensive legal accounting, Actionstep helps firms work efficiently, delight clients, manage profitability, grow sustainably, and oversee operations. The platform incorporates AI to streamline legal processes, improve time capture, client intake, filing, and administration, while safeguarding client and firm data. Actionstep supports various areas of law practice such as bankruptcy, family, and litigation law, and integrates with Microsoft Office 365 to enhance productivity across legal operations.

51 - 200 employees

☁️ SaaS

🤝 B2B

💰 Venture Round on 2020-09

📋 Description

• Deliver and support implementation and professional services for customers, ranging from standard to complex engagements depending on experience. • Contribute to solution design, configuration, and delivery activities as part of customer and partner projects. • Develop subject matter expertise in product configuration, delivery strategy, and implementation frameworks. • Support Certified Consulting Partners with guidance, troubleshooting, and best Practices. • Assist with escalations on partner-led and internal projects to ensure successful outcomes. • Provide input to scoping activities, including level-of-effort (LOE) estimates and project planning. • Deliver or contribute to customer-facing training services, as needed. • Support onboarding and enablement of new partners to ensure consistent delivery quality. • Collaborate with cross-functional teams including Solution Architects, Service Delivery, Technical Services, and the PMO. • Grow your expertise in consulting and product configuration, with opportunities to share knowledge and support others as your experience increases. • Support pre-sales activities when needed by providing input on implementation best practices and delivery approach.

🎯 Requirements

• Experience in software implementation, professional services, or consulting; SaaS or legal technology experience is an advantage. • Ability to quickly develop strong product knowledge and act as a trusted advisor in implementation and configuration best practices. • Strong communication, facilitation, and problem-solving skills. • Ability to work effectively with both internal teams and external partners. • Organizational skills with the ability to manage multiple priorities and engagements. • Growth mindset with a desire to deepen expertise, contribute to solution design, and expand consulting capabilities over time. • Background in the legal industry (law firm operations, legal practice management, or related services) preferred; ability to translate legal workflows into technical solutions.

🏖️ Benefits

• Robust medical, dental, vision offerings • RRSB with company match • Flexible working and PTO • Take your birthday off • Frequent team building events • Fantastic training and development opportunities