Implementation Consultant (CRM, Automation, Data, AI)

Published: December 24, 2025

Location: Remote (Global), Portugal

Job Type: Full-Time

Category: Coding & Tech Stuff

Apply via our ATS

About the Position

If you're obsessed with technology and love solving complex systems, this is where you'll showcase your technical skills while solving hands-on operational challenges for law firm owners.

Responsibilities

• Deploy CRM configurations, project management systems, automation workflows, analytics dashboards, and AI implementations.
• Identify business bottlenecks and design solutions that streamline entire practices.
• Solve challenges across 5 main areas: CRM systems, Case Management/Project Management systems, Data & Analytics, Automation, and AI.
• Uncover law firm operational challenges and connect these to technical solutions.
• Autonomously gather requirements, present to and train client teams, and manage adoption of deployed solutions.
• Build working relationships with clients and ensure their high satisfaction & NPS.

Requirements

• Client-ready communication skills
• Systems thinking approach
• Builder mentality
• Technical experience in deploying & configuring CRMs, Project Management systems, Analytics Dashboards, Automation tools (Low-Code/No-Code), and/or AI applications
• Ownership mentality
• Curiosity
• Professional English fluency (B2 level at a minimum)

Ideal Background

• 2-5 years of experience in similar roles
• Experience in client-facing roles and/or consulting, especially for SMEs
• Experience with CRMs (e.g. HubSpot, Salesforce, Zoho, Pipedrive)
• Experience with Project Management/ERP Systems (e.g. Asana, Monday.com, Airtable, ClickUp, SAP)
• Experience with automation/iPaaS tools (e.g. Zapier, Make, n8n, MS Power Platform)
• Experience with GenAI (e.g. Gemini, OpenAI, Anthropic, DeepSeek)
• Experience with data analysis (e.g. BigQuery, Looker Studio, PowerBI, Tableau)
• Experience working with REST APIs (integration)
• Track record of learning complex tools quickly and applying them to business problems

Note: We don't expect candidates to have all the above skills and tool knowledge.

We Offer

• Competitive salary
• Performance-based bonus & promotion path
• Flexible benefits
• Career-defining growth investment: we spent over $200,000 on team development last year – executive coaching, certifications, and training that accelerates your career beyond any traditional path

About the Company

We are a fast-moving consulting & implementation agency that improves the way US law firms use technology to deliver better services to their clients. Our team is a fully distributed international team of 10 and we expect to grow to 30+ in the next 12 months. We are energetic, no-BS, intense, results-oriented, and driven to change our industry forever.

Our Mission

The legal industry is broken – outdated, overpriced, and structurally rigged against innovation and access. Today, 92% of low-income households can’t afford legal help, and meaningful reform is blocked by laws that prohibit non-lawyers from owning or operating law firms.

Our mission is to change that. By equipping law firms with cutting-edge tech and world-class operations, we will push the industry 10 years forward – delivering faster, better, and more affordable legal services at scale.

Swans Core Values

• Relentless Excellence: We pursue mastery in every detail, not for perfection’s sake, but because success with our clients and mission requires it.
• Radical Integrity: We choose transparency, honesty, and accountability, not for virtue’s sake, but because trust is the only way our work succeeds.
• Sincere Care: We care enough to anticipate needs and act with empathy and intention, because genuine connection drives everything we build.

Our standards are high - historically, less than 0.5% of candidates possess the rare combination of technical aptitude, client-facing skills, and cultural alignment we require.