Technical Consultant

🔥 2 hours ago

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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