Company and Project Context<br>The client is a legal services firm that has built a proprietary CRM platform called Briefcase, which runs entirely on Salesforce. Briefcase is the primary application used by lawyers and paralegals to manage cases from intake through resolution.<br><br>The company has evaluated two third-party AI tools for integration with Briefcase and determined that neither provides sufficient value for the cost. Leadership has decided to pursue a fully internal AI development initiative, customized to the firm's specific workflows and case management processes.<br><br>The goal of the AI initiative is to reduce the administrative burden on attorneys, allowing them to stay focused on casework rather than day-to-day operational tasks. The hire being sought will lead this effort from requirements gathering through implementation planning.<br><br>Role Overview<br>This is not a pure developer role and it is not a traditional Salesforce Administrator role. The client is looking for a multidisciplinary professional who bridges three domains:<br><br>• Salesforce platform expertise (development background, not just administration)<br>• AI project experience (prior delivery of AI solutions in an enterprise context)<br>• Project management (structured requirements gathering, stakeholder communication, implementation planning)<br><br>The person will embed with the firm, learn the Briefcase application and internal workflows end-to-end, gather requirements from attorneys and the board, and then design and lead the roadmap for building a custom AI layer on top of Briefcase.<br><br>Key Responsibilities<br>• Learn Briefcase inside and out: understand how cases are opened, developed, and closed within the platform<br>• Conduct structured requirements sessions with lawyers, paralegals, and board members to capture AI needs<br>• Translate business requirements into a concrete AI implementation roadmap on the Salesforce platform<br>• Serve as the primary liaison between the business stakeholders and the existing backend development team<br>• Evaluate build options and guide internal development of a custom AI solution integrated with Briefcase<br>• Manage the project lifecycle from discovery through deployment<br><br>Must-Have Requirements<br>Salesforce Expertise<br>• Salesforce development background (not just admin-level)<br>• Understanding of Salesforce architecture: queries, integrations, APIs, and data modeling<br>• Ability to speak credibly with the backend dev team about how Briefcase is built and how it operates<br><br>AI Project Experience<br>• Prior experience delivering AI projects in a production environment<br>• Familiarity with integrating AI/ML capabilities into existing enterprise platforms<br>• Able to evaluate build-vs-buy decisions and recommend an approach with justification<br><br>Project Management<br>• Experienced project manager, specifically on technical/AI initiatives<br>• Capable of sitting with a board and attorneys, facilitating requirements discussions, and synthesizing outputs into an actionable project plan<br>• Strong communicator who can bridge technical and non-technical stakeholders<br><br>Seniority<br>• Minimum 3-5 years of relevant professional experience<br>• The client needs someone who can operate independently and drive the initiative forward without heavy guidance<br><br>Nice-to-Have<br>• Experience in the legal industry or with legal software/workflows<br>• Prior exposure to case management platforms or CRM customization for professional services firms
<p>We are seeking an <strong>AI‑Enabled Salesforce Project Manager</strong> to lead the design and planning of a custom AI initiative built on top of a Salesforce‑based legal CRM platform. This role sits at the intersection of <strong>Salesforce development expertise, AI project delivery, and technical project management</strong>.</p><p>This is not a pure developer role and not a traditional Salesforce Administrator position. The ideal candidate is a multidisciplinary professional who can deeply understand an existing Salesforce application, gather requirements from non‑technical stakeholders, and drive a structured AI implementation roadmap from concept through deployment.</p><p>The primary objective of this role is to help reduce administrative burden on legal professionals by enabling AI‑driven automation and decision support within existing case‑management workflows.</p><p><br></p><p>Key Responsibilities</p><ul><li>Gain deep, end‑to‑end understanding of a Salesforce‑based case management platform, including workflows from case intake through resolution</li><li>Conduct structured requirements‑gathering sessions with attorneys, paralegals, executive leadership, and board‑level stakeholders</li><li>Translate business and operational needs into a clear, actionable AI implementation roadmap on the Salesforce platform</li><li>Serve as the primary liaison between business stakeholders and the backend development team</li><li>Evaluate options for building custom AI capabilities within Salesforce and guide internal development efforts</li><li>Lead the project lifecycle from discovery and planning through implementation and deployment</li><li>Ensure alignment between business goals, technical feasibility, and long‑term platform sustainability</li></ul>
<p><strong>IT Project Manager</strong></p><p>We are seeking an organized <strong>IT Project Manager</strong> to lead technology projects and ensure timely, high-quality delivery. This role is ideal for someone who enjoys planning, coordinating teams, and managing IT initiatives across infrastructure, cloud, and software environments.</p><p><strong>Responsibilities</strong></p><ul><li>Develop project plans, timelines, budgets, and deliverable schedules</li><li>Coordinate with technical teams, business stakeholders, and external vendors</li><li>Track project risks, dependencies, and issues while maintaining clear communication</li><li>Lead project meetings, document action items, and provide progress reports</li><li>Manage scope, requirements, and change control procedures</li><li>Oversee implementation, testing, deployment, and post-project handoff</li><li>Support IT governance, documentation, and compliance standards</li><li>Ensure projects align with organizational goals and technology strategies</li></ul><p><br></p>
<p>Our client is seeking an experienced <strong>Project Manager</strong> to lead the implementation of new software across the organization. This individual will be responsible for managing the full project lifecycle, including planning, coordination, training, and rollout oversight. Based on general knowledge.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead the implementation of new software from planning through post-launch support. Based on general knowledge.</li><li>Develop and manage project timelines, deliverables, and stakeholder communications. Based on general knowledge.</li><li>Coordinate with internal teams, vendors, and leadership to ensure a smooth implementation process. Based on general knowledge.</li><li>Oversee the rollout of the new software across departments or business units. Based on general knowledge.</li><li>Design and deliver user training to ensure successful adoption of the new system. Based on general knowledge.</li><li>Identify risks, troubleshoot issues, and provide solutions throughout the project lifecycle. Based on general knowledge.</li><li>Monitor progress and ensure projects are completed on time and within scope. Based on general knowledge.</li></ul><p><br></p>