Salesforce Consultant

About Us

At Litify, we’re revolutionizing the Legal industry by being the platform powering legal’s top performers. As a trailblazer in legal technology, Litify delivers an all-in-one legal operating solution that empowers law firms and legal departments to achieve consistent success by continually standardizing, measuring, and improving their legal operations.

Our mission is clear: to deliver better business outcomes to our clients, so they can focus on delivering the best legal service and outcomes to their clients. 400+ enterprise businesses and 55K+ legal professionals trust Litify to amplify their impact with innovative technology and service that stands the test of time.

Backed by Bessemer Venture Partners, Litify is proud to be recognized as one of Inc. 5000 and Deloitte Technology Fast 500’s fastest-growing private companies in America along with numerous awards for our unparalleled software. With offices in the vibrant cities of New York and New Orleans, we’re at the heart of legal innovation.

About the Role

The Salesforce Consultant (Agent Architect) is a technical leader responsible for designing and building autonomous AI workflows (“agents”) that drive measurable ROI for clients. This role bridges the gap between high-level business goals and technical execution, ensuring that AI demo environments and client trials are configured for maximum success.

In this role, you will focus on:

• Agentic Flow Development: Build and maintain advanced agentic flows within demo and trial environments, such as Policy Agents, Damages Assistants, and Litigation Agents.
• Solution Design: Collaborate with sales and success teams to conduct pre-trial "Trial Objectives" calls, identifying key workflows, prompts, and autonomous agents tailored to client needs.
• Technical Implementation: Lead the configuration of AI prompt libraries and build autonomous workflows during the trial discovery and setup phase.
• Guidance & Mentorship: Provide technical guidance to Sales Engineers and other team members on building custom demo flows and updating demo orgs for new product releases.
• Troubleshooting & Optimization: Navigate complex permission issues, perform end-user testing, and provide ongoing technical support during trial check-ins to optimize for adoption.
• Post-Rollout Customization: Lead additional workflow customizations and configurations following full rollout to ensure long-term client retention and success.
• Agentic Documentation & Training: Develop internal and external-facing AI and Agent documentation. Develop and deliver ongoing training to LSAP and Customer Success as a whole to ensure Agentic knowledge growth.

To be successful in this role, you have:

• 2+ years of hands-on experience with the Salesforce platform and Litify software.
• Strong technical knowledge of Salesforce administration and configuration; Salesforce Advanced Administrator Certification preferred; Salesforce Certified Agentforce Specialist required.
• 2+ years experience working on Salesforce Automations. Strong Flow knowledge with emphasis on record triggered flows, collections, loops, and working with and configuring 3rd party lightning components
• Project Management experience; you have experience running complex projects, uphold stakeholder expectations, maintaining scope, time & budgetary constraints.
• Excellent communication, both written and verbal. You are comfortable discussing complex technical topics to a wide variety of audiences. You have strong presentation skills and can effortlessly facilitate meetings and presentations
• Ability to handle multiple customers & tasks simultaneously and providing lightning fast responses for AI/Agentic free trials.

Disclosure:

This job is fully remote, with the exception of employees living in New York City and New Jersey. Our NYC/NJ employees adhere to our hybrid schedule, which involves working in our Manhattan office 6 days a month.

The estimated base salary pay range for this role is $110,000-$120,000. You may also be offered a bonus and benefits.

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.

Individual pay rate decisions are based on a number of factors, including qualifications for the role, experience level, skill set, and balancing internal equity relative to peers at the company.