Litify

• Own the design for features and flows across Docrio and Matters & Intakes • Meet regularly with Product Management and Engineering • Run customer research with attorneys and paralegals • Design for the realities of legal work • Collaborate with Engineering to ensure designs are feasible and performant • Partner with Sales, Professional Services, and Customer Success • Represent Litify in customer design reviews, research sessions, and demos • Collaborate with other designers on the team

• Review and validate AI-generated test results. Critically assess AI test outputs for accuracy, completeness, and false positives/negatives, applying your domain expertise and judgment to determine pass/fail outcomes. • Perform execution of manual test cases, targeted exploratory and edge-case testing. Focus human testing effort where it matters most: complex workflows, boundary conditions, integration points, and scenarios where AI coverage is insufficient. • Own QA strategy and execution for your squad, including test planning, risk assessment, and release readiness decisions. • Write and maintain automated tests in Playwright, following Page Object Model (POM) design patterns, and expand POM coverage to support a scalable, maintainable automation suite. • Leverage AI development tools (Claude, GitHub Copilot) as core parts of your workflow to generate test cases, write automation scripts, debug failures, and accelerate coverage growth. • Report defects, track bugs, and provide clear, actionable suggestions for product enhancements. • Work closely with development, product management, and delivery teams throughout the entire software development lifecycle (SDLC). • Communicate clearly and effectively, working independently while managing multiple projects and priorities. • Collaborate with our Customer Support team to triage complex application issues.

• Develop and own the client relationship throughout the lifecycle of the project. • Drive timelines and aim for on-time and on-budget delivery with successful completion of all in scope project work. • Identify project risks, develop risk response plans and monitor active issues • Own / host kickoff meetings, recurring touch points during the project, etc. and provide weekly status updates to stakeholders • Together, collaborate with the other team members from the Professional Services teams during the project, allocating resources and tracking project tasks. • Travel to customers on site as needed (ex: UAT, Go-Live, etc) • Mentor and coach team members to improve delivery and encourage skill development • Support development and adherence to internal project methodology

• Champion AI-first QA practices. Lead the rollout and continuous improvement of our AI Feature Testing process, where AI agents execute initial test passes and QA engineers review, validate, and extend coverage. • Review and validate AI-generated test results. Critically assess AI test outputs for accuracy, completeness, and false positives/negatives, applying your domain expertise and judgment to determine pass/fail outcomes. • Perform execution of manual test cases, targeted exploratory and edge-case testing. Focus human testing effort where it matters most: complex workflows, boundary conditions, integration points, and scenarios where AI coverage is insufficient. • Own QA strategy and execution for your squad, including test planning, risk assessment, and release readiness decisions. • Write and maintain automated tests in Playwright, following Page Object Model (POM) design patterns, and expand POM coverage to support a scalable, maintainable automation suite. • Leverage AI development tools (Claude, GitHub Copilot) as core parts of your workflow to generate test cases, write automation scripts, debug failures, and accelerate coverage growth. • Guide and train the QA team on effective AI tool usage, prompt engineering for testing, and the evolving QA review workflow. • Integrate automated tests into our Xray test management repository and maintain traceability between test cases, requirements, and defects. • Manage QA workflow in Jira. Logging and prioritizing bugs, classifying defect severity, and keeping test status current for the team. • Communicate quality status, risk, and AI testing adoption progress clearly to developers, product managers, and leadership stakeholders. • Partner with Customer Support in triaging complex application issues when needed.

• Work directly with customers to complex Salesforce/Litify issues and answer technical questions • Debug complex issues and be able to quickly discern between configuration issues, product bugs, and Salesforce platform bugs • Reproduce issues in Salesforce sandboxes and demo orgs • Identify potential product bugs and provide all relevant information (issue detail, steps to reproduce, etc.) to Litify Tier 2 Support • Work closely with Customer Success Managers to collaborate on potential solutions and next steps • Perform basic configuration changes in Salesforce (Modify Permissions, Update Records, Tweak Automations [Flows, etc.]) • Participate in special projects such as providing support for products in beta • Develop knowledgebase articles and video walkthroughs for the Litify Community • Contribute to Support Engineering’s culture of collaboration, continuous improvement, and positivity

• Execute manual test cases for new feature work, bug fixes, and regression coverage as part of the Docrio team's sprint cycle. • Manage QA workflow in Jira. Moving tickets through the board, logging and prioritizing bugs, and keeping test status current for the team. • Write and maintain automated tests in Playwright, following Page Object Model (POM) design patterns. • Build out and expand POM to support a scalable, maintainable automation suite. • Integrate automated tests into our existing Xray test management repository. • Collaborate with developers and product on acceptance criteria, risk assessment, and release readiness. • Partner with Customer Support in triaging complex application issues when needed.

• Work directly with customers to make declarative changes in their Salesforce org, following proper QA and launch procedures • Partner with customers to solution ideas that increase their users’ efficiency and help improve how they manage their business • Coordinate with our Support Engineers to troubleshoot potential impacts or errors in configurations • Work hand in hand with Customer Success Managers to realize a vision for a future state for assigned client organizations • Complete standard Salesforce admin tasks such as setting up users, profiles, roles, and configuring reports and dashboards • Build time saving automations using Flows • Provide expertise and advice on best practices, and be able to detail pros and cons of alternate solutions • Provide timely communications, and resolve requests within SLAs

• Develop a comprehensive functional and technical understanding of the core solutions offered by Litify, with a focus on our AI tools • Develop and deliver instructional content and live training events for implementation partners and internal resources focused on configuration • Develop and deliver customized training programs for end users and system administrators based on the unique needs of each client org • Review product documentation to determine gaps and create plan for external and internal facing documentation • Develop and maintain onboarding and certification programs for clients and partners • Assist in configuring, monitoring, and evolving an LMS

• Lead the delivery of custom solutions on top of Litify or Salesforce products by discovering, designing, testing and deploying to production • Develop integrations with 3rd party tooling for our customers to their Litify products • Partner closely with our services teams for best practices in implementation, product team for gaps or roadmap recommendations and sales engineers for what we deliver • Support our people to be more successful by helping develop any internal tools necessary • Provide technical leadership, setting best practices including integration and application development, deployment, testing (unit and systems) and coding standards

• Support the sales team in their campaigns by helping identify, quantify, and capture Litify’s value proposition and best solution that solves the customer’s challenges • Build and demonstrate the Litify platform that align with the customer’s needs • Conduct discovery sessions to potential Litify clients alongside our sales team • Directly engage internal and external stakeholders in client-facing environments via demos and presentations • Configure Salesforce for custom demonstrations to showcase specific capabilities and enhancing standard demos for use by internal team members • Attain quarterly and annual objectives assigned by management • Answer RFPs effectively • Ability to travel domestically (1-2x per month)