Client Solutions Engineer; Filebound Solution Consultant

Client Solutions Engineer (Filebound Solution Consultant) 1099 Contractor

Vital Records Control (VRC) is hiring a Client Solutions Engineer (Filebound Solution Consultant) on a 1099 Independent Contractor basis. The role supports vital enterprise clients by implementing, configuring, and optimizing File Bound and related ECM technologies, managing legacy system conversions, transforming data and documents for import, and configuring customized File Bound projects, fields, and workflows tailored to each client’s business requirements.

The Client Solutions Engineer supports Vital

ECM’s enterprise clients by implementing, configuring, and optimizing File Bound and related ECM technologies. This role manages legacy system conversions, transforms data and documents for import, and configures customized File Bound projects, fields, and workflows tailored to each client’s business requirements.

• Configure, customize, and deploy File Bound projects, fields, forms, and automated workflows.
• Translate business processes into efficient workflow logic that improves compliance, accuracy, and productivity.
• Manage user access, security settings, retention rules, and document routing structures.
• Perform end-to-end migration of data and documents from legacy document management systems into File Bound.
• Prepare, clean, validate, and map sensitive data for import following File Bound specifications.
• Conduct document image preparation, indexing, metadata mapping, and quality assurance before migration.
• Troubleshoot data irregularities and resolve issues to maintain integrity throughout the conversion process.
• Serve as a technical consultant on File Bound features, integrations, and best practices.
• Lead requirements‑gathering sessions with clients and internal stakeholders to identify and document solution needs.
• Provide training, demonstrations, and ongoing user support for the File Bound platform.
• Partner closely with Client Success, Project Management, and Vital Chart/VRC teams to ensure seamless implementation.
• Work with highly sensitive and confidential documents and data in accordance with VRC’s security protocols.
• Ensure all migration and configuration methods meet data integrity, quality, and compliance requirements.
• Adhere to internal and client‑specific data governance and privacy standards during all implementation work.

• Strong analytical and troubleshooting skills for technical and workflow‑related challenges.
• Detail‑oriented work style with the ability to identify discrepancies and ensure accuracy in data, documents, and configurations.
• Excellent organizational skills to manage multiple projects, deadlines, and documentation requirements.
• Ability to translate technical requirements into user‑friendly explanations for clients and internal teams.
• Self‑starter with high motivation, initiative, and the ability to work independently.
• Excellent verbal and written communication abilities.
• Strong customer service focus and ability to collaborate with cross‑functional partners.

• Experience in IT, data management, information systems, or technical consulting.
• Understanding of data structures, document indexing, metadata mapping, and workflow systems.
• Strong proficiency with Excel, CSV manipulation, and related data preparation tools.
• Ability to work with highly sensitive and confidential information.
• Strong problem‑solving and critical‑thinking abilities.

• Prior experience with File Bound, ECM platforms, or document management solutions.
• Experience migrating data from legacy systems.
• Familiarity with workflow automation or business process modeling.
• Experience in secure handling of PHI, legal records, or other sensitive document types.

Because this role works with highly sensitive client documents, regulated data, and protected information, the contractor will be required to undergo required security and compliance checks prior to engagement. These may include:

• Criminal background check
• Identity verification
• Employment/contract history verification
• Data security and confidentiality screening
• Client‑specific clearance checks (as required)