Business Solutions Consultant

• 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

• 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