CRM Solutions Consultant, Legal Knowledge Preferred

Litera

Solution Consultant accelerating CRM adoption and engagement within law-firm accounts at Litera. Collaborating with Product and Engineering to drive measurable improvements in legal tech operations.

Posted 7/21/2026full-timePhiladelphia • New Jersey, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM platform implementation and configuration, with a strong focus on data architecture and integration technologies. Capable of translating complex data insights into actionable strategies for business development within the legal industry.

Highest-signal resume keywords

CRM Platform ImplementationData Architecture DesignIntegration TechnologiesCRM Analytics and ReportingLegal Industry Business Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM ConfigurationData NormalizationEntity-Relationship DesignREST/SOAP APIsETL ProcessesData Quality ManagementKPI DefinitionUsage AnalyticsReporting ToolsBusiness Development Workflows

Soft Skills

Exceptional Communication Skills

Tools & Technologies

SalesforceMicrosoft DynamicsPower BITableauMuleSoftWorkatoDell Boomi

Industry Keywords

Legal IndustryBusiness Development LifecycleRelationship MappingProposal WorkflowsAdoption Plans

Tech Stack

Tools & technologies

ERPETLSOAPTableau

About the role

Key responsibilities & impact

Own account-level adoption plans with clear success metrics, phased rollouts, and stakeholder alignment that move firms from deployment to daily, firm-wide usage
Design data-model configurations, permission structures, tagging taxonomies, and record hierarchies that map directly to a firm's business-development workflows and organizational structure
Architect and recommend integration patterns connecting Litera CRM with ERP/financial systems, marketing-automation platforms, document management, and data-enrichment providers via REST APIs, webhooks, and ETL pipelines
Partner with customers to define KPIs and build reports that quantify pipeline health, relationship strength, and business-development ROI — giving firm leadership the data they need to make strategic decisions
Conduct regular health checks using product telemetry, usage analytics, and data-quality audits to identify adoption gaps and churn risk before they become problems
Create configuration playbooks, integration reference architectures, migration checklists, and best-practice guides that raise the baseline for every account
Document feature requests with business context, quantify their impact, and present prioritized recommendations to Product and Engineering so the platform evolves with the market
Support renewal, expansion, and pre-sales efforts by delivering proof-of-concept engagements, RFP responses, and solution designs that demonstrate clear business value

Requirements

What you’ll need

3+ years of hands-on experience implementing, configuring, or supporting a CRM platform (e.g., Salesforce, Microsoft Dynamics, InterAction, Litera Foundation/Hub, ContactEase, or comparable legal-sector CRM)
Strong understanding of the legal-industry business-development lifecycle — origination tracking, relationship mapping, pitch/proposal workflows, and experience management
Demonstrated knowledge of CRM data architecture: relational data models, entity-relationship design, data normalization, and data-quality management
Working knowledge of integration technologies — REST/SOAP APIs, OAuth, middleware/iPaaS tools (e.g., MuleSoft, Workato, Dell Boomi), and ETL processes
Experience with CRM analytics, reporting tools, or BI platforms (e.g., Power BI, Tableau, native CRM dashboards) to derive actionable insights from customer data
Exceptional communication skills with the ability to translate complex technical concepts for non-technical stakeholders and engage audiences from end-users to C-suite

Benefits

Comp & perks

medical, dental, and vision coverage
401(k) with company match
incentive and recognition programs