- Overseeing the implementation and deployment of client CRM systems, including expertise with Peppermint, Intapp DealCloud, and Upper Sigma (Salesforce).
- Managing the implementation and deployment of client Experience systems, notably with Litera Foundation.
- Handling the cleaning, mapping, and migration of client data from legacy to target systems.
- Developing integration processes to facilitate efficient data sharing between systems.
- Generating client reports from a variety of systems.
- Providing guidance to clients on migration and integration best practices.
- Engaging with clients to ensure adherence to timelines and quality standards.
- Managing multiple projects concurrently, varying in complexity and size.
- Supplying custom testing scripts, development specifications, and report specifications during implementations.
- Collaborating with the proposal team to strategize, mobilize, and execute projects.
- Identifying opportunities for additional products or services.
- Participating in and contributing to project scoping, client requirement gathering, and project update meetings.
- Performing other duties as assigned.
- Bachelor's degree or equivalent experience of at least 5 years.
- Previous experience in the professional services market is advantageous.
- Proficiency in Visual Basic.Net, VBA, and C#.
- Proficient in SQL development.
- Strong technical and troubleshooting skills, including familiarity with CRM/Experience systems, hands-on experience with Dynamics, Intapp DealCloud, Foundation, Salesforce, or InterAction preferred.
- Proficient in integration skills and knowledgeable about API frameworks in a PAAS environment.
- Experience with Integration platforms like Boomi, Intapp Integrate, or SSIS preferred.
- Expertise in data architecture, particularly in manipulating client/contact data.
- Self-motivated with excellent time management skills.
- Strong communication and interpersonal skills, capable of effectively engaging with clients, senior management, IT, and Business Support users.
- Exceptional critical thinking, judgment, and problem-solving abilities.
- Ability to work independently and collaboratively to devise client solutions.
- Highly motivated with a flexible working attitude.
- Methodical, well-organized, and able to perform under pressure.
- Familiarity with the entire project cycle, from presenting the initial business case to post-implementation review.
- Results and process-oriented, focused on achieving objectives and following structured procedures to attain desired outcomes.
- Resourceful and a self-starter, adept at finding solutions independently and taking initiative to drive projects forward.
- Ability to thrive in a fast-paced and evolving sales environment, capable of adapting to changing priorities and demands.
- Enthusiastic and team-oriented, actively contributing to a positive team dynamic and collaborating effectively with colleagues.
- Honest and reliable, demonstrating integrity and dependability in all interactions and commitments.
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Consultant Engineer - Other US Location, United States - Harbor (harborglobal)
2 weeks ago
Description
Harbor's team comprises esteemed business and technology professionals dedicated to empowering professional services firms with unparalleled software solutions, strategic consultancy, and technical prowess, enhancing their operational performance. Our specialized expertise equips clients to leverage data and software optimally, fostering stronger client relationships, heightened efficiency, and enhanced profitability.
Through adept alignment of software and seamless integration of diverse data sources, Harbor empowers firms to manage the client lifecycle with precision. From business development and client acquisition to service delivery, operations, billing, and collections, we facilitate comprehensive support. Operating globally, we enable organizations to glean invaluable insights from their data, driving superior decision-making and execution.
The MarTech Consultant Engineer will spearhead projects involving configuration, data analysis, coding, SQL, APIs, and ETL applications. They are expected to possess proficiency in Dynamics (preferably Peppermint), Intapp DealCloud, and Litera Foundation, with an ideal grasp of other CRM platforms such as Salesforce and InterAction.
Key Functions:
Qualifications:
Personal Characteristics:
About Us:
Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 800+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry and fostering enduring partnerships within our community and ecosystem.
Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law.
