Practifi

Consultant

• 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.

Technical Consultant

Business Analyst

• Serve as the primary point of contact for client MSP accounts, managing ongoing communication, timelines, and deliverables so clients always know where things stand.
• Lead discovery sessions and client meetings to gather, clarify, and document requirements—translating business needs into clear, actionable specs for the technical team.
• Advise clients on standard Practifi functionality versus custom builds, guiding them toward best-practice solutions that maximize value.
• Coordinate with Technical Consultants, Client Success, and leadership to keep projects on track and resolve issues before they escalate.

Technical Consultant

Business Analyst, Technical Enablement