We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven Estate Planning Practice Success Coach to join our team.

Job Summary:

The Practice Success Coach supports WealthCounsel member engagement and retention by providing coaching, education, training, content, and practical resources designed to help estate planning attorneys build successful law practices and fulfilling legal careers.

As a Practice Success Coach, your responsibilities will include:

• Provide one-on-one and group coaching, training, and educational programming for WealthCounsel member attorneys and their staff on topics such as marketing, client acquisition, law firm operations, workflow development, and other practice management matters.
• Collaborate with the Executive Director of Learning to design and implement programs, content, and resources that help attorneys build, manage, and grow their practices.
• Develop programming addressing marketing, client acquisition, business development, referral relationships, staffing and leadership, financial management, profitability, client experience, technology adoption, business succession, and related topics.
• Collaborate with other Practice Success coaches and Learning faculty to identify educational needs, develop curricula, recruit and coordinate speakers, and teach webinars, workshops, and other training programs.
• Develop, curate, write, and edit practical content and resources addressing law firm growth, practice management, legal marketing, and member needs.
• Create member-facing, lead-generating, and consumer-facing content, including articles, blog posts, newsletters, Quarterly magazine contributions, course materials, and content for WealthCounsel websites.
• Coordinate with internal teams, members, prospective members, affiliates, partners, contractors, and subject-matter experts regarding courses, writing projects, and resource development.
• Collaborate with third-party vendors, partners, affiliates, and subject-matter experts to develop and deliver WealthCounsel programs and resources. As assigned by the Executive Director of Learning, oversee external relationships, project timelines, and deliverables.
• Teach substantive legal programs for attorneys who are new to or transitioning into trusts and estates, as well as other substantive legal and practice management programs as assigned.
• Monitor member needs, practice management developments, and emerging industry trends to recommend relevant programs, tools, and resources.
• Perform other related duties as assigned.

Travel domestically on an occasional basis.

Here’s what you’ll need to be successful in this role:

• Juris Doctor degree and active or previously active attorney licensure.
• Five to ten years of experience practicing law, preferably in estate planning, trusts and estates, or elder law.
• Two to five years of experience owning, managing, or growing a law practice.
• Experience coaching, mentoring, or advising attorneys or other professionals on practice growth, business development, or professional development.
• Experience teaching substantive legal topics and developing or delivering programs or written content concerning legal marketing, law firm management, estate planning, or related topics.
• Excellent writing, editing, presentation, facilitation, and verbal communication skills.
• Ability to supervise and manage the workflow, timelines, and deliverables of outside contributors, including writers and speakers.
• Strong interpersonal and collaborative skills, with the ability to manage multiple projects and meet deadlines.
• Excellent organizational skills and attention to detail.
• Demonstrated interest in using technology, including emerging tools and artificial intelligence, to improve law firm operations, client service, education, and attorney productivity.
• Experience as a WealthCounsel member is preferred but not required. 

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance-based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!

WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community - to cultivate the growth and success of its member attorneys and their clients. We recently added another “best” to our toolbelt when we were awarded the 2025 Best Place to Work in the Cloud. The Cloud Awards is one of the longest-running awards platforms of its kind and recognizes the latest achievements and innovations in cloud computing. 

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven Helpdesk Specialist to join our team.

Job Summary:

WealthCounsel is seeking a Salesforce Administrator to join our IT department to support the day-to-day configuration, maintenance, and improvement of our Salesforce Enterprise Edition. This position is responsible for the overall configuration and operation of the existing implementation and continued operations, as well as the continuous improvement of the Salesforce tools for all user groups.  The administrator will perform configuration, testing, implementation, documentation, and updating tasks relating to the Salesforce system.  A team player with a collaboration-oriented mindset is essential.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support new and existing user base with questions and issues.
• Handle configuration, setup, and support of Salesforce Enterprise Edition (Lightning): security model, permission sets, flows, validation rules, page layouts, and object architecture
• Follow established governance and best practices for platform adoption and the full change lifecycle — design, change control, UAT, deployment, and support
• Partner with business stakeholders across departments to gather requirements and translate business processes into scalable technical solutions
• Design and document technical solutions aligned to business objectives; review functional designs for soundness before implementation
• Develop and maintain training materials and training curriculum.
• Manage and troubleshoot integrations across our ecosystem: Okta, DocuSign, Nintex DocGen, Swoogo, Zuora, HubSpot, and Slack
• Stay current on Salesforce releases, new features, and AppExchange solutions, and recommend adoption where it benefits the business
• Support and evolve case management processes and internal SOPs governing Salesforce use
• Serve as the primary escalation point for resolving advanced system challenges and troubleshooting intricate technical issues
• Lead or contribute to major platform initiatives (e.g., automation of support workflows, case routing/swarming)
• Document configuration changes and decisions per WealthCounsel's internal documentation standards
• Perform related duties as required or assigned.

Essential Required Skills and Experience

• 5+ years of hands-on Salesforce administration experience, including Enterprise Edition / Lightning
• Deep working knowledge of flows, validation rules, permission sets, role hierarchies, and data model design
• Experience managing or troubleshooting third-party integrations (identity management, e-signature, document generation, or billing platforms a plus)
• Exceptional written and verbal communication — this role requires heavy stakeholder interaction and requirements gathering across departments
• Ability to work independently under pressure and take initiative on ambiguous or complex problems
• Salesforce Certified Platform Administrator 
• Salesforce Certified Platform Administrator II
• Self-motivated and independent team player who takes initiative and thrives with minimal day-to-day oversight

Nice to Have:

• Basic Apex or Lightning Web Components familiarity (occasional light customization — this is not a development-heavy role)
• Advanced Salesforce certifications (Salesforce Certified Platform App Builder, Salesforce Certified Agentforce Specialist, Salesforce Certified Business Analyst)
• Experience with DocuSign, Nintex DocGen, Zuora, or HubSpot specifically

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows, and training. 

In addition to your competitive salary package (including base salary and performance-based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!

Matching donations for approved charitable organizations

Home internet and gym membership reimbursement

Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus). 

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!