Business Solutions Consultant

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.

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.

• 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

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

• Experience consulting on enterprise content…