Technical Consultant

Practifi

. Manage client projects assigned through SOWs .

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce configuration and management, including security models and custom solutions, while effectively communicating technical concepts to non-technical clients. Proven ability to lead client projects, conduct training sessions, and collaborate with cross-functional teams to deliver tailored solutions.

Highest-signal resume keywords

Salesforce Admin I CertificationSalesforce ConfigurationPractifi Object ConfigurationClient-Facing Training SessionsWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce ConfigurationPractifi Object ConfigurationBuilding Screen FlowsRecord-Triggered FlowsData LoaderSalesforce InspectorDev ConsoleQuerying Data ModelsSalesforce Security ModelCustom Permissions

Soft Skills

Proactive CommunicationProject OwnershipClient Relationship ManagementTechnical Explanation to Non-Technical Clients

Tools & Technologies

SalesforcePractifiData LoaderSalesforce InspectorDev Console

Certifications & Qualifications

Salesforce Admin I Certification

Industry Keywords

Wealth ManagementFinancial AdvisoryFintech SaaSPlatform UpgradeMigration Projects

About the role

Key responsibilities & impact

Manage client projects assigned through SOWs
Partner with a Business Analyst and the client to scope requirements and design durable solutions
Lead or participate in client calls to gather and clarify project requirements
Build solutions in Practifi following a defined development lifecycle
Run training sessions and demos for clients
Serve as an escalation point for the Support team on configuration questions involving custom orgs
Serve as a direct escalation point for MSP clients on complex or urgent issues
Work within a paired model alongside a Business Analyst
Partner with Business Analysts, Client Success, and fellow Technical Consultants
Report into Enablement leadership within the Technical Enablement team

Requirements

What you’ll need

Salesforce Admin I Certification
Experience configuring Salesforce and Practifi objects, fields, page layouts, and Lightning Pages
Experience building screen flows and record-triggered flows of moderate complexity
Comfort with Data Loader, Salesforce Inspector, and Dev Console
Ability to query and update records directly in the data model
Working knowledge of Salesforce's security model, including Profiles, Roles, Permission Sets, Custom Permissions, and Divisions
Ability to configure Salesforce security to a client's requirements
Prior experience in wealth management, financial advisory, or fintech SaaS preferred
Experience running client-facing training sessions or demos preferred
Exposure to platform upgrade or migration projects preferred
Ability to explain technical decisions to non-technical clients
Proactive project ownership and communication

Benefits

Comp & perks

20 days of Paid Leave
10 sick days
3 personal days
3 volunteering days, all available from day one
Learnbucks, our annual education stipend, for certifications or courses
Practibuddy mentor from day one
Bi-annual summits in Chicago to connect with the team in person
Remote-first work arrangement