Business Solutions Consultant
100% remote role on Softdocs' Professional Services team: owns functional business analysis and client onboarding for the Etrieve document management platform, consulting education and government clients on document workflows, writing implementation documentation, and delivering training. Core tools include Microsoft Office; bonus skills in CSS/JS/HTML and SQL.
- Compensation
- $70K–$90K / yr
- Location
- Remote
- Work setup
- Remote
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 5+ years
- Category
- Solutions engineering
- Posted
Skills
Must have
- Proficiency with Microsoft Office Suite (PowerPoint, Excel, Word)
- Experience working in software and enterprise-level software
- Experience working in K-12 and/or Higher Education marketplaces
- Strong problem-solving and analytical skills
- Ability to relay technical information to non-technical clients
- Client-oriented mindset
- Detail-oriented with ability to anticipate implementation risks
- Collaborative team player
- Resourcefulness and initiative to research independently
- Strong work ethic and motivation to deliver
- Continuous learner, proactive about learning new features and platforms
Nice to have
- Experience consulting on enterprise content management software
- Prior position within K-12 or Higher Education
- Knowledge of coding languages: CSS, JavaScript, HTML
- Experience and knowledge with SQL
Full description
Softdocs helps public-sector organizations modernize the way they capture, manage, secure, and move information.
Our cloud-based platform brings together document management, electronic forms, workflow automation, electronic signatures, and intelligent document processing—helping organizations replace paper, manual processes, and legacy systems with simpler, more connected digital experiences.
More than 1,000 education and government organizations rely on Softdocs to modernize operations and better serve their communities.
Role Description
Softdocs is looking for a technology and client-oriented professional who is passionate about software implementation and revolutionizing the education sector.
The mission of the Professional Services Team is to provide a superior client onboarding experience that builds a solid foundation for adoption of our products across their academic institution. Business Solutions Consultants are a key part of the implementation project team, which delivers Softdocs's Etrieve software to new clients and provides software consulting services. Business Solutions Consultants will own all the functional business analysis to identify how Softdocs’s products can best be utilized by the various users across an educational institution.
The role reports to the Manager of Professional Services.
Responsibilities
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Makes clients wildly successful through their onboarding experience to Softdocs’s Etrieve
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Partners with Project Manager to ensure satisfactory client communication and understanding of project deliverables and deadlines
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Partners with Technical Solutions Consultants on system configuration requirements to meet the implementation needs
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Works across multiple projects and project teams simultaneously to anticipate and manage changes in projects
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Consults with clients to identify business processes related to document handling and document workflows
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Delivers documentation to the client capturing in written form what the client shares in conversation and an action plan on how to apply Etrieve for a successful client onboarding experience and beyond
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Ensures each client successfully achieves their desired outcomes from using our products and services by collecting information we need to develop implementation design plans
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Drives training clients how to use our Etrieve solutions to ensure clients’ success and excellence