Implementation Consultant (CRM, Automation, Data, AI)

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

You'll deploy CRM configurations, project management systems, automation workflows, analytics dashboards and AI implementations while identifying business bottlenecks and designing solutions that streamline entire practices.

At Swans, we are assembling a team of "Avengers": technical problem-solvers who walk into struggling firms, identify the exact operational issues killing their growth, then build and deploy technical solutions that unlock millions in revenue potential for our clients.

• Our 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: We're currently an international team of 10 and expect to grow to 50+ in the next 12 months.

• Our Culture: We are energetic, no-BS, intense, results-oriented, and driven to change our industry forever.

The role has a dual nature:

• 75% hands-on system design, building & implementation

• 25% operational analysis, consulting & client interaction

The technical side of the job spans 5 main areas:

• CRM systems: improving lead tracking, building automated email & SMS sequences, configuring marketing attribution, and more

• Case Management (Project Management) systems: configuring task lists, building document templates, automating workload distribution, and more

• Data & Analytics: cleaning data, building data pipelines (e.g. BigQuery), designing dashboards for visualization (e.g. Looker Studio)

• Automation: building process automations with no-code/low-code tools (e.g. Make.com)

• AI: training client teams on AI tools (e.g. Gemini), designing custom Gems/GPTs & AI agents

We are tool-agnostic and believe in using the best solution for the problem. You will gain deep expertise in a variety of best-in-class platforms (both generic and legal-specific).

The client side includes challenges like:

• Uncovering law firm operational challenges and connecting these to technical solutions

• Autonomously gathering requirements, presenting to & training client teams, and managing adoption of deployed solutions

• Building working relationships with clients and ensuring their high satisfaction & NPS

You will be handling anywhere from 1 to 4 client engagements at a time (depending on their size & complexity), owning the full implementation while being supported by a senior consultant and an extensive knowledge base of past client projects & solutions. Our end-to-end client engagements usually have a duration of at least 6 months, so you will get a chance to truly dig in and get familiar with the clients' teams & processes to drive meaningful impact.

If you're a high-performer frustrated by corporate bureaucracy, endless approvals, and career ladders based on tenure, this is your off-ramp. We are an anti-bureaucratic team for ambitious professionals who want their impact measured by results, not by time-in-seat.

Conversely, if you're a high-impact freelancer tired of the "feast-or-famine" cycle and juggling the overhead of sales & admin, this is your place. We provide a steady stream of complex, high-value clients so you can focus 100% on building solutions. You get to maintain the high ownership you love, but with the stability and leverage of a competitive salary and an elite team.

You'll make meaningful technical impact from month one - no committees, no red tape, just you working with your clients to identify operational problems and implement technical solutions that directly transform business efficiency. Every client engagement is your laboratory for mastering the skills, both technical and operational, that drive actual change.

• Client-ready communication skills - You'll present to law firm staff and senior executives, you will need to translate complex technical concepts to a non-tech-savvy audience

• Systems thinking approach - You naturally see how technical solutions connect to business outcomes, and can solve hard problems autonomously

• Builder mentality - You genuinely enjoy the process of designing, testing, and perfecting systems with high attention to detail

• Technical experience - Proven track record of deploying & configuring CRMs, Project Management systems, Analytics Dashboards, Automation tools (Low-Code/No-Code), and/or AI applications

• Ownership mentality - You like to get your hands dirty and pull through challenges autonomously, you take pride in your work and don't need micromanagement

• Curiosity - You are excited to learn new tools & skills and can do so quickly, you are eager to adapt your approach if someone shows you a better way of solving a problem, you are coachable

• Professional English fluency - You'll advise successful US-based law firms, B2 level at a minimum

• 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

• (Optional) Experience with legal tools (e.g. Clio Manage and Lawmatics) or working in a law firm is a plus, but NOT a requirement

Portfolio preferred - showcase projects that demonstrate your systematic problem-solving approach.

• You are looking for a "chill" 40-hours job environment, this job is INTENSE and you will be pushed to your limits on a daily basis

• You want to be assessed on your inputs, this role will require you to own your OUTPUTS and your clients' results

• You prefer to work in a managerial capacity, this role requires HANDS-ON building & deployment of systems and interacting with clients, you will own your projects end-to-end

• You prefer pure technical implementation without business interaction, this role requires operational analysis skills and direct client COLLABORATION as well as technical execution

• You're looking for hands-on coding opportunities, our team works exclusively with low-code and NO-CODE platforms rather than traditional development

• You are looking for a predictable corporate environment with a structured workday and a linear career path, this role is highly DYNAMIC, priorities can change quickly, and we have zero tolerance for office politics

This role is for those who want to own their impact, accelerate their growth, and build systems that matter.

Fully Remote, with quarterly in-person meetups in locations all over the globe chosen by popular vote of team members (potential lineup for next year: USA, Tokyo, Dubai, Bangkok)

Flexible Schedule, but availability needed for client meetings Mon - Fri, morning US hours (afternoon-evening Eastern European Time)

• 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

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.

Value alignment is non-negotiable. Because of the close collaboration with the founding team and the direct impact on clients, it's essential that you genuinely connect with and embody our commitment to Care. Our standards are high - historically, less than 1% of candidates possess the rare combination of technical aptitude, client-facing skills, and cultural alignment we require.

• Care for Ourselves: We push ourselves to grow every day. We take full responsibility for our lives and choices. That means taking care of our mental, physical, and emotional health so we can consistently show up at our best.

• Care for Our Team: We work as one team. No internal competition, no egos. We help each other win and give honest feedback when something’s off. We check in, offer help before it’s asked for, and never let a teammate struggle alone.

• Care for Our Clients: We focus on real outcomes, not just fulfilling requests. Clients trust us to solve the right problems, not just follow instructions. That means delivering practical, effective solutions that actually move the needle. It also means managing relationships with clear communication and follow-through.

• Care for Swans: Swans exists because a group of people believed in the vision and put skin in the game. For this to work long-term, we need to protect and grow the company. When the company wins, we all win.

• Care for Our World: We are on a mission to create a more just and equitable society by making legal services accessible across all income levels.

Another important component of our culture is the concept of High Agency, you can check out more about it here.