Practifi
Posted 20 days agoVerified live 13h ago
Technical Consultant
Brief overview
Remote
UndergradOr in progress
$85k–$110k/yrStated range
3+ yrsMinimum
Salesforce Admin I CertificationSalesforce ConfigurationPractifi ConfigurationSalesforce Screen FlowsSalesforce Record-Triggered FlowsSalesforce Data LoaderSalesforce InspectorSalesforce Dev ConsoleSalesforce Security ModelClient Communication
About the company
Practifipractifi.com
Practifi is a CRM and business management platform for financial advisory firms, streamlining client data, workflows, and insights.
Job description
Summary
Practifi is an intelligent CRM company serving wealth management firms with a compliance-first platform that integrates client data, workflows, and relationship intelligence. The Technical Consultant manages client projects, gathers requirements, configures and builds solutions in Practifi, delivers training and demos, and handles technical escalations.
Responsibilities
- Manage client projects assigned through SOWs, partnering with a Business Analyst and the client to scope requirements and design a solution that holds up
- Lead or participate in client calls to gather and clarify project requirements, then build it in Practifi following a defined development lifecycle
- Run training sessions and demos so clients understand what you built and why
- Serve as an escalation point for the Support team on configuration questions involving custom orgs, and as a direct escalation point for MSP clients on complex or urgent issues
Skills
- Salesforce Admin I Certification
- Experience configuring Salesforce and Practifi objects, fields, page layouts, and Lightning Pages, plus building screen flows and record-triggered flows of moderate complexity
- Comfort with Data Loader, Salesforce Inspector, and Dev Console, including querying and updating records directly in the data model
- Working knowledge of Salesforce's security model (Profiles, Roles, Permission Sets, Custom Permissions, Divisions) and the ability to configure it to a client's requirements
- Prior experience in wealth management, financial advisory, or fintech SaaS
- Experience running client-facing training sessions or demos
- Exposure to platform upgrade or migration projects
Qualifications
Must Haves
- Salesforce Admin I Certification
- Experience configuring Salesforce and Practifi objects, fields, page layouts, and Lightning Pages, plus building screen flows and record-triggered flows of moderate complexity
- Comfort with Data Loader, Salesforce Inspector, and Dev Console, including querying and updating records directly in the data model
- Working knowledge of Salesforce's security model (Profiles, Roles, Permission Sets, Custom Permissions, Divisions) and the ability to configure it to a client's requirements
Nice to Haves
- Prior experience in wealth management, financial advisory, or fintech SaaS
- Experience running client-facing training sessions or demos
- Exposure to platform upgrade or migration projects
Benefits
- 20 days of Paid Leave, 10 sick days, 3 personal days, and 3 volunteering days, all available from day one.
- Learnbucks, our annual education stipend, is yours to use on certifications or courses that sharpen your skills.
- A Practibuddy mentor from day one, so you're never figuring things out alone.
- Bi-annual summits in Chicago to connect with the team in person.
- Remote-first work arrangement.
- Clear next step to Senior Technical Consultant, with escalation and client-facing work building the track record to get there.
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