Practifi

• Running engaging webinars and workshops built around real wealth management use cases. • Hosting monthly Power Sessions on advanced features that clients are hungry to learn. • Traveling to strategic clients about once a month for onsite sessions. • Acting as a trusted advisor during engagements and giving honest, useful recommendations. • Keeping the training calendar humming with a 95% on-time delivery rate.

• Serve as the primary point of contact for client MSP accounts, managing ongoing communication, timelines, and deliverables so clients always know where things stand. • Lead discovery sessions and client meetings to gather, clarify, and document requirements—translating business needs into clear, actionable specs for the technical team. • Advise clients on standard Practifi functionality versus custom builds, guiding them toward best-practice solutions that maximize value. • Coordinate with Technical Consultants, Client Success, and leadership to keep projects on track and resolve issues before they escalate.

• 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.

• Oversee the full portfolio of active implementation projects, managing resource allocation, capacity planning, and delivery health across the team • Lead select SaaS implementation projects hands-on for financial advisory clients, from discovery through go-live and hypercare • Own cross-project coordination: identify dependencies, resolve resource conflicts, and ensure consistent delivery standards across all engagements • Serve as the escalation point for client and project issues across the portfolio—stepping in when projects need senior attention • Track team KPIs including on-time delivery, utilization, and client satisfaction scores • Continuously improve PMO standards, templates, and delivery playbooks that define how the team operates • Regularly assess and refine implementation processes and workflows to improve delivery efficiency and client outcomes • Solicit feedback from internal stakeholders and clients to identify areas for improvement and implement actionable solutions • Lead, mentor, and develop a team of project managers—conducting regular 1:1s, quarterly performance reviews, and career development conversations • Partner with leadership on capacity planning and hiring decisions to support team growth • Identify opportunities for professional development and career advancement for team members • Collaborate with Client Success, Product, and Engineering to align delivery efforts with broader company objectives • Work with cross-functional teams to strategically address and improve roadblocks within the client implementation process

• Meet with onboarding clients to assess data strategy, requirements, and expectations for migration. • Analyze client source systems and create detailed data maps into the Practifi data model. • Collaborate closely with Data Engineers to design and execute scalable migration strategies. • Functionally QA and validate data after loading to ensure accuracy, integrity, and completeness. • Build and maintain data migration best practices, documentation, and repeatable frameworks. • Partner with Project Managers, Implementation Consultants, and other stakeholders to ensure migrations align with overall project scope and timelines. • Execute templated data loads using Salesforce Inspector

Junior Support Engineer – Where Your Impact Actually Matters The Opportunity (What This Role Really Means) Our clients depend on Practifi to run their wealth management operations, and when they need help, you’ll be the first friendly face (or voice) they reach. As a Junior Support Engineer, you’ll provide frontline technical support through our Zendesk helpdesk, helping clients troubleshoot issues, learn the platform, and get back to doing what they do best. This isn’t a role that exists in a silo—you’ll work side-by-side with our Client Success team, develop deep product knowledge, and build the foundation for a rewarding career in fintech. This isn’t just about resolving tickets. 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: • Triage and resolve Tier 1 support tickets in Zendesk, including password resets, how-to guidance, standard setup tasks, basic functionality questions, common errors, and minor configuration adjustments • Communicate with clients to collect information, research issues, perform testing, and replicate problems to identify solutions or workarounds • Manage your ticket queue proactively—responding within 24 hours of initial request, and within 2 hours for urgent matters • Request and use client sandboxes to test and replicate environments when needed • Engage the right internal teams to escalate issues or unique requests The Reality Check: • You’ll navigate a learning curve—with a dedicated Practibuddy by your side • You’ll complete Salesforce Trailhead courses and work toward your Salesforce Associate Certification within your first 6 months • Our documentation is robust, but evolving; your 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 • Transparent, real promotion pathways—we grow from within • Direct exposure to leadership and multiple departments • Shadow senior Support Engineers on complex issue resolution • Space to experiment, fail fast, and innovate What We’re Really Looking For The Must-Haves: • 1–2 years of experience in a technical support, helpdesk, or customer-facing technical role • Foundational understanding of SaaS platforms or CRM systems (Salesforce experience a plus) • Strong written communication skills—you’ll spend a lot of time writing clear, empathetic responses • Ability to troubleshoot and problem-solve methodically • Willingness to obtain Salesforce Associate Certification within 6 months 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 salary: $55,000 – $65,000 (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 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 Living Our Values Daily • Growth: Learnbucks, promotions from within, encouraged skill development • 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 Client Support Manager within the Enablement vertical. You’ll be working closely with the Client Success 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 Junior Support Engineer—we’re adding someone to our community. Someone whose perspective will make us better, whose questions will spark innovations, 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Junior Support Engineer, you’ll provide frontline technical support through our Zendesk helpdesk, helping clients troubleshoot issues, learn the platform, and get back to doing what they do best. - Triage and resolve Tier 1 support tickets in Zendesk, including password resets, how-to guidance, standard setup tasks, basic functionality questions, common errors, and minor configuration adjustments - Communicate with clients to collect information, research issues, perform testing, and replicate problems to identify solutions or workarounds - Manage your ticket queue proactively—responding within 24 hours of initial request, and within 2 hours for urgent matters - Request and use client sandboxes to test and replicate environments when needed - Engage the right internal teams to escalate issues or unique requests Qualifications - 1–2 years of experience in a technical support, helpdesk, or customer-facing technical role - Foundational understanding of SaaS platforms or CRM systems (Salesforce experience a plus) - Strong written communication skills—you’ll spend a lot of time writing clear, empathetic responses - Ability to troubleshoot and problem-solve methodically - Willingness to obtain Salesforce Associate Certification within 6 months Requirements - 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) Benefits - Competitive salary: $55,000 – $65,000 (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