At Affinity Consulting Group, we help law firms transform:

• Their business through tailored strategic consulting and implementation services.
• Their work with new or improved technology, systems, and processes.
• Their team by training on essential business tools and skills.

Are you our next Optimize Solution Specialist?

You’re more than just tech-savvy, you’re a problem-solver. You see the bigger picture, design solutions that last, and love helping others understand how to use technology better. Now, you want to help legal teams do the same. 

Maybe you have

• Worked in or with law firms and know how frustrating billing and accounting processes can be.
• Lived the reality of disconnected processes, confusing reports, and inconsistent training.
• Spent real time in Tabs3 and know how to make it work better for your team and for your clients. 

At Affinity Consulting, we’re hiring a client-facing Solution Specialist to support law firms using Tabs3 and other legal billing platforms within our Optimize program. This is a role where you’ll troubleshoot issues, build smarter workflows, train users, and contribute to strategic plans that move law firms forward. 

As our next Solutions Specialists you'll work with clients to shape real outcomes and help firms get more from their technology and more from their time. 

This is a rare opportunity to: 

• Become the go-to Tabs3 expert for mid-market law firms 
• Help teams improve how they bill, work, and manage their businesses 
• Lead real change through training, workflow design, and process improvement 
• Combine deep software knowledge with strategic consulting 
• Join a team of smart, kind humans doing meaningful work 

If you’re equal parts teacher, builder, and translator, and you want your work to have a direct impact, this could be your next big move. 

What you would do, (unofficially).

You’ll be the glue between real-time client issues and long-term strategy. You’ll train users, configure systems, and dig into workflows to figure out what’s working and what’s not. You’ll build smarter processes, support adoption, and align every interaction with the firm’s broader goals. When clients hit roadblocks, you’ll be their first call. Not to put out fires, but to find better ways forward. This is a role for someone who thrives in the space between “What’s broken right now?” and “How can we make this better long-term?” 

What you would do, (officially). 

As a Solution Specialist, you’ll serve as a frontline consultant for Affinity’s mid-market Optimize clients. You’ll support Tabs3 and related billing/accounting systems, advise on best practices, and implement solutions that align with each client’s roadmap. You’ll also play a key role in our Strategic Support model by resolving challenges, identifying opportunities, and contributing insights that inform broader transformation efforts. 

You’ll lead client training, document solutions, and coordinate with vendors and consultants to keep engagements productive and aligned with client success metrics. 

Your responsibilities.

Strategic Support & Client Enablement 

• Act as a trusted advisor to Tabs3 clients, diagnosing problems and delivering solutions that align with business goals 
• Provide consultative support across billing/accounting platforms 
• Identify patterns in client issues that inform process improvement or roadmap adjustments 
• Lead training sessions, webinars, and user group meetings 

Workflow Design & Optimization 

• Translate client needs into tailored solutions (workflow, automation, configuration) 
• Design smarter, sustainable billing practices with minimal friction 
• Partner with consultants and analysts to align tactical support with strategic initiatives 

Collaboration & Documentation 

• Document support interactions in shared systems  
• Track time and activity consistently to support transparency and accountability 
• Collaborate across internal teams and vendor partners to resolve complex issues 

Your first 90 days.

You’ll start by learning our Optimize model, shadowing client calls, and getting up to speed on Affinity’s approach to Strategic Support. You’ll begin supporting Tabs3 clients directly, delivering real value from day one. You’ll also contribute to internal tools, training resources, and documentation as you help us scale success across the mid-market Optimize team. 

What we're looking for.

We’re looking for someone who knows Tabs3 inside and out and has the communication skills to teach others how to use it effectively. You’re a strategic thinker with the ability to execute. You understand legal billing workflows, and you’re excited to use that knowledge to help law firms work smarter. 

You’re also someone who: 

• Is comfortable navigating both strategic conversations and day-to-day troubleshooting 
• Has 2+ years in the legal tech space, specifically  with billing/accounting tools 
• Can train, educate, and guide clients through change and adoption 
• Is a strong communicator who’s passionate about helping others succeed 
• Thrives in a remote-first, fast-paced, team-oriented environment 

You're our person if you.

• Have real-world Tabs3 experience and understand the nuances of law firm billing 
• Are tech-savvy and able to stand on your own without constant guidance 
• Treat AI as a partner, using tools to streamline work and increase value 
• Follow the rules, but also know when and how to question them 
• Track your time, document your work, and take accountability seriously 
• Bring Affinity’s core values to life; especially in how you collaborate and communicate 

More about us and details you'll want to know.

We’re Affinity and Lawyerist (one team; two brands) and we’re changing the legal industry by helping legal professionals build healthy businesses and better lives. Alongside our consulting and coaching work, we produce The Lawyerist Podcast, published a best-selling book, speak at national conferences, and build bold partnerships with the tools and organizations reshaping the legal landscape. 

We share a commitment to these Core Values: 

• Be Inclusive. 
• Act with Integrity. 
• Grab the Marker. 
• Stay Curious. 

We’re 100% remote, so we expect you to have reliable internet, a professional workspace, and the ability to travel for client meetings, conferences and events, and team gatherings. 

We work 8:30–5 ET, M–F, with flexibility and trust. 

We’re hiring for a full-time, fully remote role. Benefits include health & dental, LTD/STD and life insurance, 401(k) matching, an Employee Assistance Program, a professional development budget, a health & wellness stipend, flexible PTO, and a team you’ll be proud to work with. 

We embrace diversity. 

We strongly encourage candidates from all backgrounds to apply. If you feel unsure—please apply anyway. If you’re excited about this role but feel like you’re missing a piece or two, let’s talk. Imposter syndrome has no place here. 

We don’t discriminate based on gender identity or expression, sexual orientation, race, religion, age, national origin, citizenship, disability, pregnancy status, veteran status, or other differences. 

If you have a disability and there’s a way we can make the interview process better, please let us know (jobs@affinityconsulting.com). We’re happy to accommodate.