Practifi
Open positions
2 jobs
6 views 2 months ago
Technical Consultant
Open 46d RemoteNorth America
United States
A Technical Consultant who builds client solutions on Practifi's Salesforce-based wealth management platform: scopes requirements with clients and a Business Analyst, configures objects, flows, and security, runs training sessions and demos, and serves as the escalation point for support and MSP issues. Core tech is Salesforce admin/configuration tooling and the Practifi platform.
AI Fintech JSON SaaS Salesforce
85K – 110K $ 20 views 2 months ago
Technical SaaS Project Manager
Open 52d Remote
Remote project manager at Practifi who owns SaaS implementation delivery for financial advisory clients end to end — building plans from the signed SOW, running kickoff through UAT, go-live and post-go-live support, while managing scope, risk and communication in JIRA and Asana with BAs, Consultants and Data Engineers.
AI Asana Certified ScrumMaster CRM Fintech +7 skills
80K – 95K $