CMS Integration Specialist

The company helps simplify and ease the burden of legal processes for plaintiffs, heirs, and the attorneys and doctors who serve them. By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it most. Our companies are leaders in their industries! MoveDocs streamlines the coordination of medical, financial, and professional services for personal injury cases—improving efficiency for attorneys, care providers, and their clients. Oasis Financial is the largest and most recognized plaintiff funding brand in the nation, having helped 400,000+ plaintiffs access more than $2 billion in funding while their personal injury cases progress. And through Probate Advance, we enable heirs to access their inheritance without waiting through the lengthy probate process.

Together, under the the company banner, we support a nationwide network of more than 45,000 attorneys and 10,000 healthcare providers – creating a powerful platform to deliver faster, more seamless outcomes for our customers.

CMS Integration Specialist

Description

The company is seeking a skilled CMS Integration Specialist to support and scale integrations between MoveDocs and leading Case Management Systems (CMS) such as Litify, Filevine, SmartAdvocate, CasePeer, and others.

This role is responsible to directly engage MoveDocs customers and managing the end-to-end integration process, partnering closely with Sales, Product, and external law firm stakeholders to ensure seamless activation, strong adoption, and measurable impact. The CMS Integration Specialist plays a critical, firm-facing role in driving workflow efficiency and revenue growth through technology enablement.

Requirements

Essential Functions

• Manage the full lifecycle of CMS integrations from initial demo through activation through go-live and post go-live follow-up.

• Serve as the primary point of contact for law firms at and after integration on their MoveDocs integration.

• Partner with Business Development Executives to support outreach, demos, and integration commitments

• Accountable to deliver monthly integration objectives and overall customer satisfaction as measured by our voice-of-customer (VOC) program.

• Conduct firm-facing training sessions to drive platform adoption and utilization

• Monitor integration health and proactively re-engage firms where usage declines

• Troubleshoot basic integration issues and escalate technical matters appropriately

• Coordinate with Product and Engineering to support enhancements and feedback loops

• Track integration metrics, appointment volume impact, and platform utilization trends

• Maintain clear documentation of integration workflows and best practices

• Assist in onboarding and training new team members

Requirements

• High School Diploma or GED required; 4-year college degree preferred

• 3+ years of experience in legal technology, SaaS onboarding, customer success, or personal injury industry preferred

• Familiarity with Case Management Systems (Litify, Filevine, SmartAdvocate, etc.) preferred

• Project management will be helpful in the role with strong organizational skills

• Proficient and confident  leading virtual demos and client-facing calls

• Ability to translate technical concepts into practical workflow benefits

• Excellent communication and relationship-building skills

Strong problem-solving mindset and ability to work cross-functionally

Benefits

Benefits

We offer competitive compensation and benefits, including medical, dental, vision, life insurance plans, 401(k) with company match, and paid time off.