Are you an experienced Salesforce Administrator with expertise in Litify? Join Trust Guss Injury Lawyers, a fast-growing, dynamic legal firm, and play a pivotal role in optimizing our Salesforce & Litify platform to enhance efficiency and streamline operations. As a Salesforce Litify Administrator, you will manage the firm's Salesforce & Litify environment, ensuring seamless user experience and platform optimization. You will oversee user and license administration, handle escalated support tickets, develop and maintain dashboards, create automation workflows (Flows & Process Builder), and provide training and documentation. Your role will also involve gathering requirements, implementing best practices, and working closely with stakeholders to drive adoption and efficiency. Responsibilities: System Administration: • Manage and maintain day-to-day operations of the Litify platform. • Perform user management, including onboarding/offboarding, permissions, roles, and profiles. • Configure Salesforce & Litify, including Workflows, Process Builder, Flows, custom objects, page layouts, record types, dashboards, and reports. • Ensure data integrity, conduct regular audits, and manage data migrations or imports. • Oversee user and license management, including onboarding/offboarding, roles, profiles, and permissions. Process Improvement: • Gather requirements from stakeholders and propose technical solutions to improve workflows and processes. • Collaborate with legal and operations teams to streamline workflows and case management processes. • Customize dashboards and reports to track KPIs, caseloads, and firm productivity. • Implement automation using Flow, Process Builder, or third-party tools. Support & Training: • Provide daily support and troubleshooting for users. • Manage and resolve user support tickets, providing technical assistance as needed. • Conduct regular training sessions and create documentation to promote platform adoption. • Act as a liaison with Litify support and Salesforce when escalations are needed. • Support and integrate Salesforce apps (e.g., phone systems). • Application integration and development: • Plan and conduct integrations of new third party platforms and Salesforce modules and “add ons” into the Litify environment. • Monitor user adoption and provide training to enhance system proficiency. • Develop and maintain training materials and technical documentation. Security & Compliance: • Maintain data security policies, user access, and regulatory compliance (e.g., HIPAA, legal ethics requirements). Qualifications: • 2+ years of hands-on Salesforce administration experience, ideally with Sales Cloud and Litify. • Salesforce Administrator Certification required; Litify certification a plus. • Trailhead Badges/Super Badges demonstrating expertise in Salesforce administration. • A strong understanding of legal workflows, case management, and law firm operations is highly desirable. • Proficiency with Salesforce data management and reporting. • Strong understanding of Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules). • Experience in workflow automation, including Process Builder, Flows, and Data Loader. • Experience with legal tech tools like Docrio, Zoom, RingCentral, and PandaDoc, etc. is highly desirable. • Knowledge of API integrations and third-party app management. • Background in a high-volume personal injury practice is highly preferred. • Proactive mindset for continuous platform improvement and best practices. • Ability to troubleshoot, analyze complex issues, and implement scalable solutions. • Excellent communication and relationship-building skills to collaborate with stakeholders at all levels. • Experience with Metadata, Apex Class, and Triggers is a plus. Compensation: $90,000 - $120,000 yearly
• System Administration: • Manage and maintain day-to-day operations of the Litify platform. • Perform user management, including onboarding/offboarding, permissions, roles, and profiles. • Configure Salesforce & Litify, including Workflows, Process Builder, Flows, custom objects, page layouts, record types, dashboards, and reports. • Ensure data integrity, conduct regular audits, and manage data migrations or imports. • Oversee user and license management, including onboarding/offboarding, roles, profiles, and permissions.Process Improvement: • Gather requirements from stakeholders and propose technical solutions to improve workflows and processes. • Collaborate with legal and operations teams to streamline workflows and case management processes. • Customize dashboards and reports to track KPIs, caseloads, and firm productivity. • Implement automation using Flow, Process Builder, or third-party tools.Support & Training: • Provide daily support and troubleshooting for users. • Manage and resolve user support tickets, providing technical assistance as needed. • Conduct regular training sessions and create documentation to promote platform adoption. • Act as a liaison with Litify support and Salesforce when escalations are needed. • Support and integrate Salesforce apps (e.g., phone systems). • Application integration and development: • Plan and conduct integrations of new third party platforms and Salesforce modules and “add ons” into the Litify environment. • Monitor user adoption and provide training to enhance system proficiency. • Develop and maintain training materials and technical documentation.Security & Compliance: • Maintain data security policies, user access, and regulatory compliance (e.g., HIPAA, legal ethics requirements).