Technical Consultant
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Job Description
Technical Consultant delivering customized solutions on the Practifi platform and leading client trainings. Partnering with Business Analysts to address client needs and technical solutions.
Responsibilities:
- Design, build, and implement technical solutions within the Practifi platform based on client requirements captured through SOWs and discovery sessions.
- Configure Salesforce and Practifi objects, fields, page layouts, Lightning Pages, JSON Components, Process Types, Task Templates, and Lookup Rollup Summaries.
- Build screen flows and record trigger flows of moderate complexity that work in conjunction with Practifi’s native automation.
- Lead client training sessions and demos on both standard features and custom builds.
- Partner with MSP clients as a dedicated technical resource—providing guidance on best practices, supporting custom configuration, and serving as an escalation point for complex issues.
- Follow a defined development lifecycle and deploy changes to production environments using deployment tools.
Requirements:
- 3–5 years of experience in Salesforce administration, configuration, or technical consulting.
- Salesforce Admin I Certification (required).
- Hands-on experience building screen flows and record trigger flows.
- Proficiency with Salesforce tools: Data Loader, Salesforce Inspector, Dev Console (SOQL queries, record operations).
- Understanding of Salesforce security model: Profiles, Roles, Permission Sets, Custom Permissions.
- Experience managing client-facing projects and delivering technical solutions on deadline.
Benefits:
- 20 days paid vacation
- 10 days paid sick
- 3 paid personal days
- 3 paid volunteering days
- Comprehensive benefits package
- Annual Learnbucks for continued education and certifications
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