Salesforce Business Analyst (Legal Technology)

Turnberry Solutions is hiring a Salesforce Business Analyst (Legal Technology) to join its Salesforce practice. The role translates legal stakeholders’ needs into Salesforce requirements and configurations, supports integrations and releases, and improves legal workflows while ensuring appropriate governance and reporting.

Responsibilities:

• Lead discovery sessions with attorneys, paralegals, legal ops, finance, and IT to document current-state workflows and define future-state requirements
• Write clear business requirements, user stories, acceptance criteria, and functional specifications in Jira, and maintain supporting documentation in Confluence
• Apply Salesforce knowledge to translate business requirements into technical specifications that development teams can build against, including object and field design, automation approach (Flow vs. Apex), security model, and integration points
• Map and improve legal processes such as intake, matter management, conflicts check, document management, billing/e-billing, and case lifecycle tracking
• Configure Salesforce and legal-specific platforms (objects, fields, page layouts, record types, flows, validation rules, permission sets, reports, and dashboards)
• Partner with developers and admins on custom development, integrations, and releases, acting as the primary link between business stakeholders and the development team
• Coordinate integrations with tools such as document management systems, e-signature, e-billing, email/calendar, and financial systems
• Develop test plans, lead UAT, and manage defect triage through go-live
• Support release planning and communicate changes to stakeholders
• Own and groom the product backlog in Jira, prioritizing enhancements with stakeholders and supporting sprint planning and refinement
• Ensure configurations support confidentiality, ethical walls, privilege, retention, and audit requirements
• Build reporting on matter volume, cycle times, spend, outcomes, and resource utilization
• Stay current on Salesforce releases and legal tech trends

Requirements:

• Minimum 6-8 years of experience as a Business Analyst, Salesforce Analyst, or similar role
• Hands-on experience with at least one legal enterprise CRM or matter management platform, such as Litify, Law Manager, Ascent, or comparable Salesforce-based legal solutions
• Demonstrated experience writing user stories, acceptance criteria, and requirements in Jira, and documenting solutions in Confluence
• Strong working knowledge of Salesforce (declarative configuration, Flow, reports/dashboards, security model), with proven ability to apply that knowledge to translate business requirements into technical direction for development teams
• Legal background: law degree (JD/LLB), paralegal certification, or substantial experience working in a law firm, legal department, or legal operations team
• Understanding of legal workflows such as matter intake, case management, conflicts, billing, and compliance
• Proven experience running UAT and supporting releases in an Agile environment
• Excellent communication skills, with the ability to explain technical concepts to attorneys and legal needs to technical teams
• Salesforce certifications (Administrator, Platform App Builder, Business Analyst, or Sales/Service Cloud Consultant)
• Experience with Agile/Scrum ceremonies, including sprint planning, backlog refinement, and retrospectives
• Familiarity with data privacy and security requirements relevant to legal data (e.g., attorney-client privilege, GDPR/CCPA, retention policies)
• Experience with legal tech integrations (iManage, NetDocuments, DocuSign, e-billing platforms)
• Background in plaintiff-side litigation, corporate legal departments, or legal services organizations
• Experience with Litify's AppExchange ecosystem or managed package configuration
• Working knowledge of Apex, SOQL, and API integration concepts sufficient to review technical designs