Technical Consultant

🕒 September 15

🇺🇸 United States – Remote

💵 $85k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 7%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Practifi

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

💼 Consulting

🛡️ Insurance

☁️ SaaS

💰 $16.4M Series B - Practifi on 2020-01

Consulting • Insurance • SaaS

Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.

📋 Description

• Manage client projects assigned through SOWs • Partner with a Business Analyst and the client to scope requirements and design durable solutions • Lead or participate in client calls to gather and clarify project requirements • Build solutions in Practifi following a defined development lifecycle • Run training sessions and demos for clients • Serve as an escalation point for the Support team on configuration questions involving custom orgs • Serve as a direct escalation point for MSP clients on complex or urgent issues • Work within a paired model alongside a Business Analyst • Partner with Business Analysts, Client Success, and fellow Technical Consultants • Report into Enablement leadership within the Technical Enablement team

🎯 Requirements

• Salesforce Admin I Certification • Experience configuring Salesforce and Practifi objects, fields, page layouts, and Lightning Pages • Experience building screen flows and record-triggered flows of moderate complexity • Comfort with Data Loader, Salesforce Inspector, and Dev Console • Ability to query and update records directly in the data model • Working knowledge of Salesforce's security model, including Profiles, Roles, Permission Sets, Custom Permissions, and Divisions • Ability to configure Salesforce security to a client's requirements • Prior experience in wealth management, financial advisory, or fintech SaaS preferred • Experience running client-facing training sessions or demos preferred • Exposure to platform upgrade or migration projects preferred • Ability to explain technical decisions to non-technical clients • Proactive project ownership and communication

🏖️ Benefits

• 20 days of Paid Leave • 10 sick days • 3 personal days • 3 volunteering days, all available from day one • Learnbucks, our annual education stipend, for certifications or courses • Practibuddy mentor from day one • Bi-annual summits in Chicago to connect with the team in person • Remote-first work arrangement

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