Implementation Consultant (CRM, Automation, Data, AI)

Posted 4 months agoViewed
US law firmsFull-TimeLegal Tech Consulting
Company:Swans
Location:US law firms, EST, PST
Languages:English
Seniority level:Middle, 2-5 years
Experience:2-5 years
Skills:
Artificial IntelligenceSalesforceREST APICRM
Requirements:
Client-ready communication skills, able to translate complex technical concepts to non-tech-savvy audiences. Systems thinking approach, connecting technical solutions to business outcomes. Builder mentality, enjoying design, testing, and perfecting systems. Proven track record of deploying and configuring CRMs, Project Management systems, Analytics Dashboards, Automation tools (Low-Code/No-Code), and/or AI applications. Ownership mentality, taking pride in work and working autonomously. Curiosity and eagerness to learn new tools and skills quickly. Professional English fluency. 2-5 years of experience in similar roles. Experience in client-facing roles and/or consulting, especially for SMEs. Experience with CRMs (e.g. HubSpot, Salesforce, Zoho, Pipedrive). Experience with Project Management/ERP Systems (e.g. Asana, Monday.com, Airtable, ClickUp, SAP). Experience with automation/iPaaS tools (e.g. Zapier, Make, n8n, MS Power Platform). Experience with GenAI (e.g. Gemini, OpenAI, Anthropic, DeepSeek). Experience with data analysis (e.g. BigQuery, Looker Studio, PowerBI, Tableau). Experience working with REST APIs (integration). Track record of learning complex tools quickly and applying them to business problems.
Responsibilities:
Deploy CRM configurations, project management systems, automation workflows, analytics dashboards, and AI implementations. Identify business bottlenecks and design solutions to streamline law firm practices. Analyze operational challenges and connect them to technical solutions. Gather requirements, present to, and train client teams. Manage adoption of deployed solutions. Build working relationships with clients and ensure high satisfaction. Own full implementation of client engagements (1-4 at a time). Lead AI training sessions.
About the Company
Swans
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