Technical Consultant

Practifi

Remote
Base: $80,000 – $95,000; bonus/equity: not specifi...
Remote
Salesforce administration and configuration
Building screen and record trigger flows
Using salesforce tools like data loader and dev console
Practifi is seeking a Technical Consultant for their remote Technical Enablement team. The role involves designing and implementing technical solutions tailored to client needs, particularly within the financial technology sector, while fostering a collaborative and transparent company culture

Job Summary

  • As a Technical Consultant, you will transform client requirements into tailored technical solutions that directly impact wealth management firms.
  • Practifi offers a competitive salary, comprehensive benefits, flexible remote work, and a culture that values transparency, collaboration, and continuous growth.
  • You will have a dedicated Practibuddy to support your onboarding and growth, plus opportunities for ongoing education through an annual Learnbucks stipend.

Matching Summary

Match Score: 85

Practifi is seeking a Technical Consultant for their remote Technical Enablement team. The role involves designing and implementing technical solutions tailored to client needs, particularly within the financial technology sector, while fostering a collaborative and transparent company culture.

Salary

Base: $80,000 – $95,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package, paid vacation, sick, personal and volunteering days

Skills & Requirements

Must-have

  • Salesforce administration and configuration
  • Building screen and record trigger flows
  • Using Salesforce tools like Data Loader and Dev Console
  • Understanding Salesforce security model
  • Managing client-facing technical projects

Nice-to-have

  • Experience with wealth management or financial services
  • Familiarity with Salesforce-native ISV products
  • Additional Salesforce certifications
  • Collaborative and transparent work culture
  • Curiosity and continuous learning mindset
  • Comfortable being authentic at work

Key Requirements

  • 3–5 years Salesforce administration or consulting experience
  • Salesforce Admin I Certification required
  • Experience building screen flows and record trigger flows
  • Experience managing client-facing projects
  • Not specified work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter