Salesforce/Litify Administrator

🔥 0 minutes ago

🤠 Texas – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

🖥️ Administration

🚫👨‍🎓 No degree required

👻 Ghost score 15%

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Logo of Chad Jones Law

Chad Jones Law

11 - 50 employees

Founded 1999

💼 Consulting

🛡️ Insurance

⚖️ Legal

Consulting • Insurance • Legal

Chad Jones Law is a Texas-based personal injury law firm dedicated to fighting for justice on behalf of clients who have suffered injuries due to the negligence of others. Specializing in various areas such as car accidents, truck wrecks, workplace injuries, and oilfield injuries, the firm offers compassionate legal representation and works to secure the maximum compensation for their clients. Led by board-certified attorney Chad Jones, the firm emphasizes a client-first approach, ensuring that every case receives significant attention and expertise.

📋 Description

• Serve as the primary administrator and technical owner of the firm's Salesforce and Litify environment • Provide day-to-day platform support, investigate reported issues, identify root causes, and implement short- and long-term solutions • Gather requirements from stakeholders across departments and translate business processes into scalable Salesforce and Litify solutions • Design, build, test, deploy, document, and maintain Salesforce enhancements and automations • Build and maintain Salesforce Flows, including record-triggered flows, screen flows, scheduled automation, and complex multi-object business processes • Configure and maintain custom fields, objects, relationships, formulas, validation rules, record types, Lightning Record Pages, page layouts, quick actions, custom settings, and related platform functionality • Administer Litify functionality including Matters, Intakes, Parties, Roles, Matter Plans, Matter Stages, Tasks, Requests, Damages, and other legal workflow components • Evaluate workflows and business processes for automation, consolidation, standardization, and improved user experience • Maintain Salesforce security architecture, including users, licenses, profiles, permission sets, roles, sharing rules, public groups, object access, and field-level security • Manage Salesforce employee onboarding and offboarding, including account creation, access configuration, license assignment, permission management, and record reassignment • Develop and maintain reports and dashboards for operational, management, compliance, and performance reporting • Perform data management activities including imports, exports, mass updates, data cleanup, duplicate prevention, reconciliation, and data-quality troubleshooting • Plan and execute Salesforce deployments between sandbox and production environments, including testing, dependency analysis, release validation, and post-deployment verification • Maintain and troubleshoot Salesforce/Litify integrations with document management, electronic signature, telephony, HR, survey, accounting, and other operational systems • Troubleshoot API, OAuth, connected app, webhook, and integration-related issues • Work with vendors and external support teams to resolve platform or integration issues • Evaluate managed packages, Salesforce features, and third-party applications and recommend implementation, configuration, or retirement • Monitor platform health, security, performance, storage, licenses, automation, and technical debt and recommend improvements • Identify outdated, redundant, unused, or inefficient automations and configurations and lead consolidation or modernization efforts • Create technical documentation, system documentation, SOPs, training materials, and end-user communications • Train users on Salesforce/Litify functionality and support adoption following system changes • Participate in planning and technical evaluation of new firm initiatives • Maintain awareness of Salesforce releases, Litify changes, platform deprecations, security updates, and emerging capabilities • Maintain lightweight custom Salesforce development such as Apex, Lightning Web Components, SOQL, or other declarative/programmatic solutions where appropriate

🎯 Requirements

• 2–3+ years of hands-on Salesforce administration experience, or equivalent demonstrated experience administering and developing solutions on the Salesforce platform • Salesforce Certified Administrator or equivalent Salesforce platform expertise • Strong hands-on experience with Salesforce Flow and declarative automation • Experience configuring Salesforce objects, fields, relationships, formulas, validation rules, record types, Lightning pages, permissions, reports, and dashboards • Strong understanding of Salesforce security and access management, including profiles, permission sets, roles, sharing, object permissions, and field-level security • Experience independently troubleshooting complex Salesforce issues and determining root causes • Experience gathering business requirements and translating them into technical solutions • Strong data-management skills, including imports, exports, mass updates, data cleanup, and data-quality management • Ability to manage technical projects from discovery and requirements gathering through testing, deployment, documentation, and user training • Strong written and verbal communication skills and the ability to work with both technical and non-technical stakeholders • Experience administering Litify or another Salesforce-based legal practice management platform • Experience within a law firm, legal operations environment, or other workflow-intensive professional services organization • Salesforce Platform App Builder, Advanced Administrator, Platform Developer I, or other relevant Salesforce certifications • Experience with Salesforce integrations, APIs, OAuth, Connected Apps, webhooks, or middleware platforms • Experience supporting third-party Salesforce applications and managed packages • Familiarity with SOQL, Apex, Lightning Web Components, Salesforce CLI, VS Code, or other Salesforce development and deployment tools • Experience with sandbox management, change sets, metadata deployments, release management, and production troubleshooting • Experience designing complex Screen Flows and multi-object process automation • Experience with document-generation, electronic-signature, telephony, HRIS, accounting, or document-management integrations • Experience evaluating and improving legacy Salesforce automation, technical debt, or platform architecture

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