CRM Solutions Consultant (Legal Knowledge Preferred)

Job Description

Ready to Help Shape the Future of Legal Tech?!

At Litera, we don’t just build software, we transform how the world’s top law firms operate. Every day, we Raise The Bar️ for what’s possible through AI, innovation, and solutions that power millions of legal professionals worldwide. If you’re energized by scale, real impact, and meaningful challenges, you’ll feel right at home here. 

Where You’ll Work

This is a hybrid role based in Philadelphia or New Jersey with the expectations to be in office at least 3 days a week for collaboration and connection.

Why this Role Matters

As our Solution Consultant, you'll play a key role in driving product adoption and deepening engagement across Litera's CRM platform within strategic and enterprise law-firm accounts. You'll partner closely with Product, Engineering, Customer Success, and Pre-Sales to drive measurable improvements in how firms track relationships, manage pipelines, and grow revenue. Your work will directly influence customer retention, platform evolution, and Litera's ability to deliver real business-development outcomes for the world's top law firms. This is a high-visibility role ideal for someone who thrives in a fast-moving, collaborative environment and wants to make a measurable difference from day one.

What You’ll Deliver

• Accelerated product adoption — Own account-level adoption plans with clear success metrics, phased rollouts, and stakeholder alignment that move firms from deployment to daily, firm-wide usage.
• Technical CRM solutions tailored to each firm — Design data-model configurations, permission structures, tagging taxonomies, and record hierarchies that map directly to a firm's business-development workflows and organizational structure.
• Seamless integrations across the legal-tech stack — 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.
• Actionable intelligence through dashboards and reporting — 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.
• Proactive account health and retention — Conduct regular health checks using product telemetry, usage analytics, and data-quality audits to identify adoption gaps and churn risk before they become problems.
• Scalable enablement content and technical assets — Create configuration playbooks, integration reference architectures, migration checklists, and best-practice guides that raise the baseline for every account.
• A stronger product shaped by customer reality — Document feature requests with business context, quantify their impact, and present prioritized recommendations to Product and Engineering so the platform evolves with the market.
• Revenue growth through technical credibility — Support renewal, expansion, and pre-sales efforts by delivering proof-of-concept engagements, RFP responses, and solution designs that demonstrate clear business value.

We’re committed to creating an inclusive environment. If you need accommodations at any point in the process or in the role, we’re here to support you.

What You’ll Bring

Must-Haves:

• 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.

Nice to Haves:

• Prior experience at a legal-technology vendor, legal consultancy, or within a law-firm business-development, marketing, or IT team.
• Familiarity with data-enrichment providers and contact-data ecosystems common in legal (e.g., Dun & Bradstreet, PitchBook, Manzama, ALM Intelligence).
• Experience with GenAI-assisted CRM features — prompt engineering, AI-generated relationship summaries, and intelligent recommendations.
• CRM platform certifications (e.g., Salesforce Administrator, Microsoft Dynamics 365 Fundamentals), SQL proficiency, or scripting experience (Python, JavaScript/Node.js, PowerShell).

We know great candidates don’t always check every box. If you’re excited about this role, we encourage you to apply.

What You’ll Experience

• A team that shows up. Work alongside people who collaborate, support one another, and lead with integrity.
• Global Reach. Partner with teams around the world to solve complex challenges that matter.
• Real opportunity for growth. Expand your impact through meaningful stretch opportunities, visibility and career development.
• AI-driven innovation. Work at the intersection of legal technology, customer outcomes, and cutting-edge AI.

Pay Transparency for New Jersey Applicants:

The base salary range for this role is $90,000 to $120,000 USD. Final compensation will be determined based on experience, skills, education, and other relevant qualifications. This role is also eligible to earn commission based on performance.

In addition to base salary, Litera offers a comprehensive benefits package, including medical, dental, and vision coverage, a 401(k) with company match, and incentive and recognition programs. Benefits are subject to eligibility requirements.