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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 'sEtrieve 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
Makes clients wildly successful through their onboarding experience to Softdocs ’s Etrieve
Partners with Project Manager to ensure satisfactory client communication and understanding of project deliverables and deadlines
Partners with Technical Solutions Consultants on system configuration requirements to meet the implementation needs
Works across multiple projects and project teams simultaneously to anticipate and manage changes in projects
Consults with clients to identify business processes related to document handling and document workflows
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
Ensures each client successfully achieves their desired outcomes from using our products and services by collecting information we need to develop implementation design plans Drives training clients how to use our Etrieve solutions to ensure clients’ success and excellence The Ideal Candidate
Technical Skills
Microsoft Office Suite – PowerPoint, Excel, Word
Hard Skills
Experience working in software and enterprise-level software
Experience working in K – 12 and/or Higher Education marketplaces
Soft Skills
Continuous Learner – proactive in learning new features and other product platforms, displaying your curiosity along the way Analytical – strong problem-solving skills, with the ability to logically problem-solve on the fly. Ability to ask insightful questions to identify business processes Collaborative – contributes to success and growth of the team and self Client Oriented – does right by the client; challenges our team to make sure we are doing right by the client Communication – ability to effectively relay technical information to non-technical clients Resourcefulness – takes initiative to research information before asking for assistance Creative / Innovative – thinks outside the box; inspired to put your touch on the work Detail Oriented – executes tasks in a methodical way to meet deliverables on time and anticipates risks to clients’ software implementations Challenge the Status Quo – questions how and why work is done to understand and identify opportunities to improve Work Ethic – possesses an infectious motivation to deliver work, default to get things done and work smart Bonus if you have Experience consulting on enterprise content management software Experience in a position within K-12 or Higher Education Knowledge of coding languages: CSS, JavaScript, HTML Experience and knowledge with SQL
What We Offer
Remote Position – this role is 100% remote with light travel possible Direct Access to our CEO – direct access to ask our CEO anything starting day 1!
Benefits- Medical, Dental, Vision, 401K, Disability Insurance, $15,000 Life Insurance, flexible PTO, 13 Holidays, paid Parental Leave Remote Work Office Setup – we give you a stipend to purchase the laptop you’d like and supporting equipment you need to do your best work!
Flexibility – set your work hours while cognizant of work priorities, and being available for clients is critical Professional Development – you will develop your skill sets within and outside the role and have opportunities to excel professionally and personally Mentorship – direct access to collaborate and learn from senior leaders within and outside your team. Collaboration drives innovation
People First Company & Team Culture – we want you to bring your professional and personal skills through our virtual doors and we champion having quality time with your family (however you define family). Authenticity is one of our core values!
Retention Record – the average number of years an employee stays at Softdocs is 5 to 8 years with employees who have been at the company for 10+ years
Inclusivity – we are conscious of and continuously strive to be proactive in improving how we are creating an equitable and inclusive environment through initiatives such as our Culture Club, company OKRs, and monthly company meetings
Softdocs is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
