Note: The job is a remote job and is open to candidates in USA. Practifi is a financial technology company that values a positive work culture and genuine connections among its employees. The Technical Consultant will design, build, and implement solutions for clients, working closely with Business Analysts to meet client needs and enhance their experience with the Practifi platform.
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
Skills
- 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
- Experience with wealth management, financial services, or fintech platforms
- Familiarity with Salesforce-native ISV products
- Additional Salesforce certifications (Platform App Builder, Advanced Admin)
Benefits
- 20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one).
- Comprehensive benefits package.
- Annual Learnbucks for continued education and certifications.
- Your Practibuddy: Someone dedicated to helping you succeed from day one.
- Real Work-Life Integration: Not just a buzzword—we actually mean it with flexibility.
- Bi-annual Summits: Chicago gatherings for connection, collaboration, and yes, celebration (trust falls optional).
- Genuine Connections: What you see on video calls is what you get in person.
- Internal Celebrations: We celebrate big and small wins in Slack and IRL.
- Cross-Team Collaboration: Talk to anyone, contribute anywhere.
- Start date is flexible, and yes, we’re fully remote with those amazing in-person summits.
Company Overview