Implementation Consultant (CRM, Automation, Data, AI)

We are looking for an Implementation Consultant (CRM, Automation, Data, AI). If you’re obsessed with technology and love grinding on complex systems, this is where you’ll showcase your technical skills while solving hands-on operational challenges for law firm owners.

You’ll deploy CRM configurations, project management systems, automation workflows, analytics dashboards, and AI implementations while identifying business bottlenecks and designing solutions that streamline entire practices.

We are assembling a team of “Avengers”: technical problem-solvers who walk into struggling firms, identify the exact operational issues killing their growth, then build and deploy technical solutions that unlock millions in revenue potential for our clients.

Day in the life

The role has a dual nature:

• 75% hands-on system design, building & implementation
• 25% operational analysis, consulting & client interaction

The technical side of the job will have you solve challenges across 5 main areas:

• CRM systems: A firm’s slow intake team is losing viable cases. You will build the automated email, SMS & AI workflows that ensure instant lead response and qualification.
• Case Management / Project Management systems: Staff have abandoned their system, leaving hundreds of overdue tasks. You will standardize, automate, and clear this backlog, making the system a reliable single source of truth.
• Data & Analytics: A firm owner is “gambling” on marketing, lacking clear financial data. You will build the data pipeline and profitability dashboard that provides real-time clarity.
• Automation: Staff waste hours manually copying data into 200+ confusing document templates. You will consolidate these into smart templates and build an automation that generates complex documents perfectly in seconds.
• AI: A firm is overwhelmed by repetitive tasks and suffers from low tech adoption. You will lead AI training sessions that embed practical, safe, and efficient AI use into their daily work.

We are tool-agnostic and believe in using the best solution for the problem. You will gain deep expertise in a variety of best-in-class platforms (both generic and legal-specific).

The client side includes challenges like:

• Uncovering law firm operational challenges and connecting these to technical solutions
• Autonomously gathering requirements, presenting to & training client teams, and managing adoption of deployed solutions
• Building working relationships with clients and ensuring their high satisfaction & NPS

You will be handling anywhere from 1 to 4 client engagements at a time (depending on their size & complexity), owning the full implementation while being supported by a senior consultant and an extensive knowledge base of past client projects & solutions. Our end-to-end client engagements usually have a duration of at least 6 months, so you will get a chance to truly dig in and get familiar with the clients’ teams & processes to drive meaningful impact.

What we need:

• Client-ready communication skills — You’ll present to law firm staff and senior executives. You will need to translate complex technical concepts to a non-tech-savvy audience
• Systems thinking approach — You naturally see how technical solutions connect to business outcomes, and can solve hard problems autonomously
• Builder mentality — You genuinely enjoy the process of designing, testing, and perfecting systems with close attention to detail
• Technical experience — Proven track record of deploying & configuring CRMs, Project Management systems, Analytics Dashboards, Automation tools (Low-Code/No-Code), and/or AI applications
• Ownership mentality — You like to get your hands dirty and pull through challenges autonomously, you take pride in your work, and don’t need micromanagement
• Curiosity — You are excited to learn new tools & skills and can do so quickly, you are eager to adapt your approach if someone shows you a better way of solving a problem, and you are coachable
• Professional English fluency — You’ll advise successful US-based law firms, B2 level at a minimum

Ideal background

• 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

Note: we DON’T expect candidates to have ALL the above skills and tool knowledge.

Portfolio preferred — showcase projects that demonstrate your systematic problem-solving approach.

This role will NOT be a fit if:

• You are looking for a “chill” 40-hour job environment. This job is INTENSE, and you will be pushed to your limits on a daily basis
• You want to be assessed on your inputs. This role will require you to own your OUTPUTS and your clients’ results
• You prefer to work in a managerial capacity, this role requires HANDS-ON building & deployment of systems and interacting with clients, you will own your projects end-to-end
• You prefer pure technical implementation without business interaction, this role requires operational analysis skills and direct client COLLABORATION as well as technical execution
• You’re looking for hands-on coding opportunities, our team works exclusively with low-code and NO-CODE platforms rather than traditional development
• You are looking for a predictable corporate environment with a structured workday and a linear career path. This role is highly DYNAMIC, priorities can change quickly, and we have zero tolerance for office politics

This role is for those who want to own their impact, accelerate their growth, and build systems that matter.

Location & schedule:

Fully Remote, with quarterly in-person meetups in locations all over the globe chosen by popular vote of team members (potential lineup for next year: USA, Tokyo, Dubai, Bangkok).

Flexible Schedule, but availability needed for client meetings Mon — Fri, morning US hours (afternoon-evening Eastern European Time).