Elite Technology is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently.
Job Description:
Elite is seeking a Financial Solutions Architect to support the 3E sales process, advising the world’s most prestigious law firms on the benefits of 3E/3E Cloud and its supporting modules. Reporting to the Director of Solutions Architects, you will play a key role in the North American sales team, providing expert functional guidance on best practices for using 3E. Your expertise may come from experience in law firm finance teams, finance systems teams, or consulting on PMS implementations.
To succeed in this role, you must establish yourself as a trusted advisor to customers, offering strategic insights from a position of deep knowledge. Strong communication and interpersonal skills are essential, as you will collaborate across the Elite organization to drive successful 3E opportunities.
What You’ll Do:
- Gather, analyze, and document complex customer business requirements to align with 3E solutions.
- Provide expert consultation on front-office and finance-based processes, offering strategic improvements based on industry best practices and the latest 3E functionality.
- Build and maintain relationships with senior leaders across IT, Operations, and Legal departments within major global law firms.
- Lead and contribute to client webinars and knowledge-sharing sessions on 3E best practices.
- Support the sales process, including client meetings, RFP/RFI responses, and proposal development.
- Act as a trusted advisor, guiding firms through their 3E implementation and optimization.
- Serve as a liaison between clients and internal teams, including product, marketing, and technical leads, to drive solution adoption.
- Participate in Elite software release cycles, ensuring new features meet customer needs.
- Maintain accurate and timely customer data in CRM systems (Salesforce).
- Demonstrate initiative by taking on additional projects that contribute to business success.
What You Need:
- 5+ years of experience working with and consulting on PMS (ideally 3E) solutions within global law firms.
- Deep understanding of General Ledger Accounting.
- Strong expertise in PMS configurations and implementation, with a deep functional understanding of 3E or similar platforms.
- Exceptional verbal and written communication skills, with the ability to engage stakeholders at all levels.
- Hands-on knowledge of legal finance and operations, with experience in law firms or corporate legal departments.
- Proven ability to solve complex problems with a methodical and strategic approach.
- High level of initiative, able to manage responsibilities independently with minimal oversight.
- Strong Microsoft Office proficiency, particularly in Excel and Word.
- Ability to work effectively in a matrix team environment, contributing to business objectives.
- Consistent performer under high-pressure deadlines, delivering results with precision.
- Willingness to travel up to 50% within the U.S., with occasional international trips.
Benefits:
- Competitive Compensation Package ($140,000 - $190,000 base salary + variable component)
- Comprehensive Healthcare Coverage (Health, Dental, Vision)
- Retirement Savings Plan with an Employer Contribution
- Professional Development Opportunities
- Time Off
- Wellness Initiatives
Please note that we do not offer sponsorship for this position.
Additional Information
At Elite Technology, we embrace an employee-centric, flexible remote work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter.
In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment.
Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, and Oklahoma.
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
We are not accepting applications submitted through recruiting agencies.
Top Skills
What We Do
Elite is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently.
Our solutions lie at the heart of a large proportion of the world’s largest, most successful and innovative law firms. In fact, three-quarters of the Am Law 200 and four-fifths of the Global 200 rely on at least one Elite solution to help drive their firms’ business operations into the future. As more firms make cloud solutions a core part of their technology strategies for the future, Elite is leading the way in supporting customers as they move their financial and operational systems into the cloud. To date, Elite has supported more than 400 firms around the world in their move to 3E in the cloud
