Business Solutions Consultant

The Company

Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government through Etrieve, an enterprise content management (ECM) platform. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies. Our core values of candor, collaboration, curiosity, grit, and inclusivity shape our approach to providing innovative solutions. ​

Position 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.

To gain a full perspective on our professional services offerings, please visit our Services Page.

Position 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; challenging 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

What We Look For

• Passion & Grit – we look for individuals who are passionate about software implementation and revolutionizing the education sector, who are willing to dig in and learn from day one
• Resourcefulness – our culture offers a lot of autonomy. We admire individuals who take ownership of initiatives and drive them to successful outcomes - without a lot of oversight
• Team Minded – do right by people. It is about what is best, not who is right. Teach what you know
• Client Minded – do right by the client– ability to listen and hear what the customer is saying and not saying to deliver a superior client onboarding experience

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
• Required Education and Experience
• Associates or Bachelor's degree in a technology, business administration, or related field is preferred or two or more years of equivalent work experience
• Experience working in a role focused on improving efficiency in business processes

What We Offer

• Remote Position – this role is 100% remote!
• Direct Access to our CEO – direct access to ask our CEO anything starting day 1!
• Benefits – Medical (PPO & HDHP w/ HSA and FSA options), Dental, Vision, 401K, Disability Insurance, $15,000 Life Insurance, flexible PTO, 13 Holidays, paid Parental Leave
• Remote Work Office Set Up – 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 skillsets 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). Inclusivity 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 quarterly company meetings

Working Conditions

• Duties may require the employee to carry a cell phone outside of normal business hours
• Role can be up to 50 percent travel

Applicants must be legally authorized to work in the United States. Final offers of employment are contingent upon the successful completion of a background check.