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Application Consultant Manager, Financial Systems

Role overview

Qualifications

  • 5+ years experience in legal technology contributing to assessments, requirements gathering, system design, configuration, implementation, testing and deployment, with experience implementing technology changes
  • Understanding of the implementation and upgrade process including requirement analysis, design, configuration/development, migration, testing, and change management
  • Strong communication, analytical, numerical reasoning, business acumen, problem solving, and leadership skills with proficiency in process mapping
  • Advanced computer skills (Excel, Word, PowerPoint, Visio) and familiarity with Outlook, Teams and SharePoint; ability to manage multiple projects with attention to detail

Responsibilities

  • Lead requirements gathering, process documentation, and implementation of finance system solutions, including design, configuration, testing, and change management, aligned with industry best practices
  • Provide specialist knowledge of legal financial applications (e.g., Elite 3E, Aderant Expert) and transfer knowledge to clients through documentation, training, and deliverables
  • Manage and mentor junior consultants; contribute to business development (proposals, workplans, and client presentations) and maintain consistent billable utilization
  • Conduct industry and technology research, evaluate new products/services, and create/maintain financial system collateral to support the practice group; target ~80% client-billable time for self and team

About the company

Harbor logo

Harbor

Business Consulting & Services

Harbor - the merger of HBR Consulting + LAC + Wilson Allen - is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 650+ strategists, technologists, and specialists navigates alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry, and fostering enduring partnerships within our community and ecosystem.

Company details

Company typeSME
IndustryBusiness Consulting & Services
Company size501 - 1000

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Job description

Harbor is seeking an Application Consultant Manager to join our dynamic Enterprise Solutions – Financial Systems team. Our team is at the forefront of innovation and delivery for our law firm clients, with deep experience in evaluating law firm financial system technology, developing technology and process roadmaps, system selection and implementation, and change management. We work with leading vendors allowing clients to benefit from our product-specific expertise and market perspective. We serve both as advisors and as experienced, scalable hands-on resources, collaborating with our clients to implement operational improvement, efficient data management, and technology usage.

As a part of the Financial Systems Team, we will rely on you to work closely with Harbor project team members and clients to lead requirements gathering and analysis, executing against legal technology best practices, and leveraging our methodologies to facilitate the selection, implementation and/or optimization of legal technology systems and tools leveraged by our clients. As a Manager you will provide line management and mentoring support to junior consultants within the Financial Systems team to ensure that they are following good practice in terms of client interactions both from a technical and consulting perspective. You will have a responsibility towards ensuring billable utilization of your team is at consistently expected levels.


Job Duties and Responsibilities:

  • Leverage industry knowledge, organizational skills, and project experience to support all aspects of finance projects including facilitating requirements gathering, preparing documentation of processes, and helping to implement identified solutions
  • Provide specialist knowledge of the given technical applications (e.g., Elite 3E, Aderant Expert) in terms of good practice and knowledge transfer to the client
  • Configure and develop technologies based on technical requirements and design
  • Support client business process review, identify key client business requirements and support transformation of business requirements to technical requirements and design
  • Draft deliverables during a project lifecycle including findings and recommendations, functional and technical design documents, data maps, test scripts, training and communication plans, training guides.
  • Provide line management and mentorship to Junior Associate Consultants to build knowledge both from a technical and a consulting perspective
  • Assist in business development efforts such as proposals (RFPs), workplans, and presentations by collaborating with team members and leaders across the business
  • Conduct research on client industries, legal technology, and legal industry trends to identify Finance Operational system and process opportunities
  • Assist with the evaluation of new products and services that have been identified as opportunities
  • Creation and maintenance of Financial System “pitch” collateral to make sure they remain relevant and available within the practice group
  • Become proficient in specific legal technologies related to active projects
  • Seek opportunities to proactively contribute to the growth and development of the Finance Systems team and Harbor
  • Consistently maintain ~80% of time spent on client-billable projects for both you and at 80% for your team members

Experience, Education and Other Qualifications:

  • 5+ years experience in legal technology contributing to assessments, requirements gathering, system design, configuration, implementation, testing and deployment, with experience implementing technology changes
  • Understanding of the implementation and upgrade process including requirement analysis, design, configuration/development, migration, testing, and change management
  • Strong observational, analytical, numerical reasoning, business acumen, problem solving and leadership skills; proficient in process mapping
  • Effective communication and storytelling skills (written and spoken) and a client service-centric mindset
  • Strong organizational skills with the ability to work on multiple projects simultaneously, prioritize tasks, maintaining exacting standards for work product and attention to detail
  • Understanding of Project Management tasks and how they are executed, including managing tasks, resources, and financials on various stages of technology implementation projects
  • Excels in a cooperative team environment; takes initiative to forward team operational efficiency through improved methodologies; able to ideate and create client deliverables with moderate oversight
  • Positive, enthusiastic attitude and entrepreneurial spirit with an eagerness to quickly learn and develop new subject matter expertise and business skills
  • Advanced computer skills (primarily Excel, Word, PowerPoint, and Visio); familiarity with use of Outlook, Teams and SharePoint as collaboration tools

About Us:

Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 800+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry and fostering enduring partnerships within our community and ecosystem.

Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law. 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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