Technical Consultant

Location: Remote (United States)

Department: Technical Enablement

The Opportunity (What This Role Really Means)

Our Technical Enablement team is where deep platform expertise meets real client impact. As a Technical Consultant, you’ll be the person who takes client requirements and turns them into working solutions—designing, building, and implementing configurations that make Practifi work exactly the way our clients need it to. You’ll partner with Business Analysts in a paired model: they own the client relationship and requirements, you own the technical build and delivery.

You’re not just configuring software. You’re solving real business problems for wealth management firms, training their teams, and becoming a trusted technical resource they rely on. When a client needs to know what Practifi can do, you’re the person with the answer.

This isn’t a role that exists in a silo. You’ll talk to anyone you want, contribute to discussions across teams, and see how your work directly impacts our clients’ success. Because when you can trace your daily tasks to real outcomes, work actually feels worthwhile.

Your Day-to-Day (The Honest Version)

The Core Work:

• 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.

The Reality Check:

• You’ll navigate a learning curve—with a dedicated Practibuddy by your side.

• Our documentation is robust, but evolving; feedback is valued.

• Curiosity is celebrated—questions are encouraged.

• We solve challenges as a team, not in silos.

The Growth Part:

• Annual Learnbucks stipend for continued education and certifications.

• Transparent, real promotion pathways—we grow from within.

• Direct exposure to leadership and multiple departments.

• Space to experiment, fail fast, and innovate.

What We’re Really Looking For

The Must-Haves:

• 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.

The Nice-to-Haves:

• Experience with wealth management, financial services, or fintech platforms.

• Familiarity with Salesforce-native ISV products.

• Additional Salesforce certifications (Platform App Builder, Advanced Admin).

The More Important Stuff:

• Someone who’s comfortable being themselves (pets bombing Zoom calls welcome).

• Curiosity about how things work and how they could work better.

• Appreciation for transparency (we share everything—pay, challenges, wins).

• Collaborative spirit (our Slack channels cover everything from work projects to reality TV).

What Taking This Leap Gets You

The Practical Stuff:

• Competitive annual salary: $80,000 – $100,000 (yes, we’re transparent about pay).

• 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.

The Cultural Stuff (The Real Reasons People Stay):

• 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.

Living Our Values Daily

• Growth: Learnbucks, promotions from within, encouraged skill development and certification.

• Collaboration: Cross-functional projects, open communication, mutual support.

• Transparency: Open pay scales, honest feedback, regular pulse surveys.

• Curiosity: Permission to experiment, questions welcomed, continuous improvement.

• Integrity: Real client feedback drives decisions, authentic relationships matter.

Ready to Join Our Community?

This role reports to the Manager, Technical Consulting, and you’ll be working closely with Business Analysts, Client Success, and the broader Enablement team. Start date is flexible, and yes, we’re fully remote with those amazing in-person summits.

One Last Thing: We’re not just hiring a Technical Consultant—we’re adding someone to our community. Someone whose technical chops will make our clients more successful, whose curiosity will push our platform forward, and whose authentic self will fit right in with our perfectly imperfect team.

Sound like your kind of place? Let’s talk.

Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

We value transparency in our hiring process. Please note that portions of our recruitment process may involve the use of AI-assisted tools to help review applications and match candidates to job requirements. All final hiring decisions are made by our human recruitment team, ensuring fair and thoughtful consideration for every applicant.

About the Company

Technical Consultant, Technical Enablement – Where Your Impact Actually Matters

About Practifi (The Real Story)

At Practifi, we build financial technology, but more importantly, we build a place where people enjoy working and genuinely care about each other. In a crowd of fintechs preaching culture, we actually live it—what you see in interviews is what you’ll experience every day. You’ll join a team that solves real problems for real people, together.