Salesforce Litify Administrator Job at Trust Guss Injury Lawyers, Houston, TX

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  • Trust Guss Injury Lawyers
  • Houston, TX

Job Description

Description Are you an experienced Salesforce Administrator with expertise in Litify? Join Trust Guss Injury Lawyers, a fast-growing, dynamic legal firm, and play a pivotal role in optimizing our Salesforce & Litify platform to enhance efficiency and streamline operations. As a Salesforce Litify Administrator, you will manage the firm's Salesforce & Litify environment, ensuring seamless user experience and platform optimization. You will oversee user and license administration, handle escalated support tickets, develop and maintain dashboards, create automation workflows (Flows & Process Builder), and provide training and documentation. Your role will also involve gathering requirements, implementing best practices, and working closely with stakeholders to drive adoption and efficiency. Responsibilities System Administration:

  • Manage and maintain day-to-day operations of the Litify platform.
  • Perform user management, including onboarding/offboarding, permissions, roles, and profiles.
  • Configure Salesforce & Litify, including Workflows, Process Builder, Flows, custom objects, page layouts, record types, dashboards, and reports.
  • Ensure data integrity, conduct regular audits, and manage data migrations or imports.
  • Oversee user and license management, including onboarding/offboarding, roles, profiles, and permissions.
Process Improvement:
  • Gather requirements from stakeholders and propose technical solutions to improve workflows and processes.
  • Collaborate with legal and operations teams to streamline workflows and case management processes.
  • Customize dashboards and reports to track KPIs, caseloads, and firm productivity.
  • Implement automation using Flow, Process Builder, or third-party tools.
Support & Training:
  • Provide daily support and troubleshooting for users.
  • Manage and resolve user support tickets, providing technical assistance as needed.
  • Conduct regular training sessions and create documentation to promote platform adoption.
  • Act as a liaison with Litify support and Salesforce when escalations are needed.
  • Support and integrate Salesforce apps (e.g., phone systems).
• Application integration and development:
  • Plan and conduct integrations of new third party platforms and Salesforce modules and "add ons" into the Litify environment.
  • Monitor user adoption and provide training to enhance system proficiency.
  • Develop and maintain training materials and technical documentation.
Security & Compliance: • Maintain data security policies, user access, and regulatory compliance (e.g., HIPAA, legal ethics requirements). Qualifications
  • 2+ years of hands-on Salesforce administration experience, ideally with Sales Cloud and Litify.
  • Salesforce Administrator Certification required; Litify certification a plus.
  • Trailhead Badges/Super Badges demonstrating expertise in Salesforce administration.
  • A strong understanding of legal workflows, case management, and law firm operations is highly desirable.
  • Proficiency with Salesforce data management and reporting.
  • Strong understanding of Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules).
  • Experience in workflow automation, including Process Builder, Flows, and Data Loader.
  • Experience with legal tech tools like Docrio, Zoom, RingCentral, and PandaDoc, etc. is highly desirable.
  • Knowledge of API integrations and third-party app management.
  • Background in a high-volume personal injury practice is highly preferred.
  • Proactive mindset for continuous platform improvement and best practices.
  • Ability to troubleshoot, analyze complex issues, and implement scalable solutions.
  • Excellent communication and relationship-building skills to collaborate with stakeholders at all levels.
  • Experience with Metadata, Apex Class, and Triggers is a plus. Trust Guss Injury Lawyers

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