Technical Consultant

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Practifi

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2013

💼 Conseil

🛡️ Assurance

☁️ SaaS

💰 €16 447 797 Series B - Practifi en 2020-01

Consulting • Insurance • SaaS

Practifi est une plateforme CRM intelligente, alimentée par l'IA, spécialement conçue pour les sociétés de gestion de patrimoine et les conseillers en investissement enregistrés (RIA). Elle offre des fonctionnalités CRM de niveau entreprise, personnalisables, s'appuyant sur l'infrastructure de Salesforce, avec des assistants IA intégrés, des intégrations poussées avec les dépositaires et les systèmes wealth-tech (par exemple, Orion, Black Diamond, Addepar, Schwab), une automatisation des workflows pour la conformité et le service client, et un accès mobile pour rationaliser les opérations des conseillers et permettre l'expansion des entreprises de toutes tailles.

Description

• 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 moderately complex screen flows and record trigger flows with Practifi’s native automation • Lead client training sessions and demos on standard features and custom builds • Partner with MSP clients as a dedicated technical resource, providing best-practice guidance and supporting custom configuration • Serve as an escalation point for complex client issues • Follow a defined development lifecycle and deploy changes to production environments using deployment tools • Work closely with Business Analysts, Client Success, and the broader Enablement team • Report to the Manager, Technical Consulting

🎯 Exigences

• 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 Data Loader, Salesforce Inspector, and Dev Console, including SOQL queries and record operations • Understanding of the Salesforce security model, including Profiles, Roles, Permission Sets, and Custom Permissions • Experience managing client-facing projects and delivering technical solutions on deadline • Experience with wealth management, financial services, or fintech platforms is nice to have • Familiarity with Salesforce-native ISV products is nice to have • Additional Salesforce certifications, including Platform App Builder or Advanced Admin, are nice to have • Comfortable being authentic and curious • Collaborative spirit and appreciation for transparency

🏖️ Avantages

• 20 days paid vacation • 10 days paid sick • 3 paid personal days • 3 paid volunteering days • Comprehensive benefits package • Annual Learnbucks stipend for continued education and certifications • Practibuddy dedicated to helping you succeed from day one • Flexible work-life integration • Bi-annual Chicago summits • Internal celebrations • Cross-team collaboration • Promotion pathways and encouraged skill development