Harbor

Sales

• Responsible for building and leading a scalable, data-driven sales enablement function
• Design and implement structured onboarding and ongoing development framework for sales professionals
• Partner with Distribution leadership, Investment Research, Product, Marketing, and other key stakeholders
• Create a unified training ecosystem that supports Harbor’s growth objectives
• Serve as the architect of a modern enablement platform
• Establish a structured curriculum integrating product knowledge, market context, and selling motions
• Develop a repeatable system for consistent product fluency across Distribution roles
• Facilitate cross-functional collaboration to ensure messaging consistency and alignment
• Oversee the development of modular, multimedia training content including workshops and digital modules

Head of Sales Enablement

Financial Planning and Analysis

• Design, implement, and maintain the server architecture that supports Elite 3E and its associated components
• Manage on‑premises, cloud, or hybrid hosting environments supporting the platform
• Ensure adherence to vendor design principles, performance tuning recommendations, and security guidelines
• Execute the infrastructure tasks for Elite 3E upgrades
• Create and maintain environment refresh processes (e.g., DEV → TEST → PROD)
• Coordinate downtime planning, risk assessments, and rollback procedures
• Configure, optimize, and maintain SQL Server environments supporting Elite 3E databases
• Perform performance tuning, query optimization, and index management
• Troubleshoot server-level issues impacting Elite 3E availability or performance
• Provide escalated support for system outages and critical incidents

Technical Consultant, Finance Systems Technology

Salesforce Developer

• Serve as the internal Salesforce Product Owner, overseeing development, and doing some new feature development, changes, and administration, as needed.
• Manage system configuration, field structures, object relationships, and platform health.
• Own the Salesforce data model and enforce data governance standards.
• Maintain sandbox environments and coordinate deployments between sandbox and production.
• Reduce technical debt, manage automation governance, and enforce Security and profile/role-based permissions.
• Maintain documentation, release notes, and system communication for stakeholders.
• Manage new Salesforce requests from stakeholders, clarify requirements, assist with documentation, and either oversee or perform development as needed.
• Serve as the primary contact for Salesforce requests from internal teams.
• Manage bulk data uploads, troubleshooting, and error resolution.
• Maintain user roles, permissions, profiles, and license management.
• Support onboarding and offboarding of Salesforce users.
• Monitor system usage and recommend workflow improvements.
• Gather and manage system requirements and coordinate implementation with internal teams and Salesforce development partners.
• Coordinate cross-system workflows between Salesforce, Cloud Coach, NetSuite, Enterprise Lakehouse, and Enterprise Service Bus.
• Design and maintain automation using flows and guided processes to improve user experience and data capture.
• Support release management, testing, and deployment.
• Consolidate legacy automation and improve system reliability.
• Define and maintain GTM data contracts, including taxonomy, KPI definitions, and field ownership.
• Maintain Salesforce field dictionaries and reporting documentation.
• Follow and enforce change control processes for system updates and reporting changes.
• Ensure data alignment between Salesforce, Power BI, and downstream systems.
• Support accurate pipeline, forecasting, and account reporting.
• Lead data quality initiatives and ongoing data maintenance.
• Perform data audits and coordinate cleanup activities.
• Define system-of-record boundaries across Enterprise Service Bus, Salesforce, Power BI, and NetSuite.
• Ensure integration data aligns with governance standards.

Senior Salesforce Developer/Administrator

Director

• Build, lead, and mentor a high-performing team of management consultants focused on law firm strategy and transformation.
• Define the vision, service offerings, and go-to-market strategy for Strategic Consulting, with a strong emphasis on measurable client outcomes.
• Drive growth in strategic advisory services through new client acquisition, expansion of existing accounts, and development of differentiated offerings.
• Establish best practices, methodologies, and reusable frameworks across all advisory engagements.
• Lead and oversee M&A consulting engagements for law firms, from pre-deal strategy through post-merger integration.
• Advise firm leadership on organizational readiness, operating model design, and change management related to mergers and acquisitions.
• Build and lead a data strategy discipline focused on helping law firms develop modern operating and technology models for data.
• Collaborate with AI and technology leaders to ensure data foundations support innovation and responsible AI adoption.

Managing Director, Strategic Consulting

Procurement

• Support and manage all aspects of projects including guiding internal resources, facilitating requirements, gathering and conducting data analysis and research, training and mentoring junior team members and implementing the identified opportunities directly alongside client senior management
• Support engagement financials, practice operations as well as business development and proposal efforts
• Provide service excellence by identifying key client business issues, determining client needs, evaluating and validating analysis
• Develop recommendations for the client in the context of the overall engagement and implementing change while minimizing organizational disruption
• Work directly with client management and executives on a routine basis on status as it pertains to engagement progression
• Work with third party vendors on behalf of client to support negotiations and monitoring of performance or service level against agreed Key Performance Indicators (KPIs)
• Ensure high quality delivery and provide content leadership
• Structure ill-defined problems, develop and apply conceptual frameworks and analytical approaches, create new tools and methodologies, and develop recommendations for client implementation
• Independently structure, write, and present well organized and persuasive end products
• Utilize strong communications skills including the ability to command an audience
• Develop new intellectual capital including new and insightful frameworks and analyses
• Promote firm development by taking initiative to identify and cultivate new clients and business opportunities, and identify opportunities to provide additional client value and extension of existing client relationships
• Be a strong team player and developer of consulting staff

Manager, Vendor Management Office

Learning and Development

• Serve as an instructional facilitator by delivering distance learning and in-person courses that support the implementation of new technologies by helping with the “how” aspect of adult learning.
• Develop or oversee the creation of instructional outlines, quick reference materials, and manuals.
• Familiarize new hires at TaaS client organizations with the current technology and processes required to be a successful employee within the organization.
• Use reflection of practice as a form of problem solving to resolve issues, increase awareness of the needs of the adult learner, understand the learning process, and generate opportunities for program engagement.
• Assist end users in retaining what they learn through practice and leading training initiatives focused on ongoing skill improvement.
• Collaborate with a client’s internal team in supporting lawyers and staff in using the curriculum offered to analyze their strengths and target areas for improvement.
• Remain well-informed of new trends and tools in distance learning and technology.
• Take initiative and pursue her/his own learning that focuses on law firm technology.
• Serve as a catalyst for change, modeling and facilitating continuous improvement in the use of technology and processes by challenging the status quo, asking questions, and facilitating difficult conversations helping to shape the culture of the company.

Learning and Development Facilitator

• Provide application guidance to clients and collaborate with users to achieve their business needs
• Analyze and resolve complex application and technical issues
• Deliver new integrations and customizations as both a technical resource for configuration and a functional resource working closely with client teams
• Perform maintenance activities for our client integrations, including troubleshooting and resolving issues
• Stay current with application releases
• Report back and collaborate with senior AMS management to address client or junior staff concerns
• Provide mentorship and guidance to more junior team members
• Contribute to the work of Applications Management Services, including:
• Serve as the primary point of contact for clients, addressing concerns, and resolving issues
• Build trusted relationships with clients to effectively support long term service and growth
• Ensure that services are delivered, and client cases are updated in according to service level agreements (SLAs)
• Attend regular backlog review meetings
• Contribute to team Knowledge Base
• Provide best practices guidance and solutions based on business needs
• Work with cross-functional teams to delegate work as needed
• Attend client meetings