Job Summary:

The Salesforce & Litify Administrator is responsible for managing and optimizing the Firm’s Litify platform and broader Salesforce environment. This role provides end-user support and technical troubleshooting, as well as assists the IT Director with flow development, platform configurations, managing reports and dashboards, and maintaining data integrity. This is a hands-on, technical role for someone with prior Litify experience.

 Leadership Responsibilities:

·        Demonstrates personal accountability

·        Contributes towards the success of others

·        Upholds the Firm’s Core Values:  We Care, Humble Excellence, Collaborative Attitude, Challenge Acceptance

·        No direct supervision responsibilities

Essential Duties/Responsibilities:

• Configures and maintains objects, fields, page layouts, record types, validation rules, and custom settings
• Develops and maintains Salesforce Flows
• Provides technical support & troubleshooting

• Assists in developing and distributing training materials for updates and new features of Litify
• Troubleshoots and resolves integration and sync issues across platforms (e.g., Assuresign, Outlook, DMS, etc.)
• Works with third-party vendors and internal stakeholders to investigate and resolve technical problems
• Performs data imports, updates, and deduplication as needed
• Maintain data quality and integrity across the platform
• Assists with building and managing reports and dashboards to support business needs

• Assists with managing Salesforce user profiles and access rights

• Assists with platform updates (Litify, DocRio, Salesforce, other integrations)
• Documents configuration changes, flows, and standard operating procedures

• Provides responsive and empathetic customer support, assisting users with inquiries, troubleshooting, and ensuring a positive experience across various communication channels.
• Stays current with Salesforce and Litify platform updates and recommend best practices.  Lifelong learner.

Skills/Abilities: 

·        Experience in legal tech, legal operations, or law firm environment

·        Direct experience administering the Litify CRM product

·        Experience developing Lightning Web Components (preferred, but not required

·        Sandbox Management

·        Debugging/troubleshooting Salesforce Automations

·        Experience with Salesforce Flow and Process Builder

·        Exposure to Apex, SOQL, or other development tools is a plus (but not required)

Education and Experience:

• Bachelor’s degree in Computer Science or related field, or 4 years of comparable experience and education • 2 years of hands-on experience administering the Litify platform with 1 year of this experience in a law firm

• Salesforce Administrator certification (ADM-201) (or completion of this certification within 60 days of employment as a condition of employment)

• 3 years of Salesforce administration experience

• Completion of Litify Learning Hub Administrator courses

• Experience with DocRio and Docrio Email

• Strong proficiency with Salesforce Flows and declarative development tools
• Experience with data imports and exports using tools like Data Loader or Data Import Wizard
• Familiarity with integration troubleshooting and API-based workflows
• Strong analytical, problem-solving, and communication skills

• Ability to work independently in a remote or hybrid environment

Physical Demands, Work Environment, and Other Requirements:

·        Valid Driver’s License, favorable driving record

·        Occasional prolonged periods sitting at a desk and working on a computer.

The above statements describe the general nature and level of work performed by team members assigned to this job, with or without reasonable accommodation.  These statements are not intended to be an exhaustive list of all responsibilities, duties, qualifications, or working conditions.