Practifi

Technical Consultant

Practifi

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $95,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Salesforce administrationSalesforce configurationscreen flowsrecord trigger flowsJSON ComponentsSOQL queriesTask TemplatesLookup Rollup SummariesLightning Pagesdeployment tools
Soft Skills
client trainingtechnical consultingbest practices guidanceproject managementclient-facing communication
Certifications
Salesforce Admin I Certification