Business Solutions Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of functional business analysis to identify how Softdocs products can optimally benefit users in educational institutions.

• Ensure clients experience a successful onboarding process for Etrieve.

• Collaborate with the Project Manager regarding client communications, project deliverables, and deadlines.

• Work alongside Technical Solutions Consultants to define system configuration requirements.

• Oversee multiple projects and project teams concurrently.

• Advise clients on document management and workflow processes.

• Develop client documentation and action plans for the implementation of Etrieve.

• Gather information to formulate implementation design plans.

• Provide training for clients on how to use Etrieve solutions.

• Ensure clients attain their desired results from Softdocs products and services.

• Report directly to the Manager of Professional Services.

⛳️ Requirements

• Proven experience in software and enterprise-level software environments.

• Background in K–12 and/or higher education sectors.

• Proficient in Microsoft Office Suite, particularly PowerPoint, Excel, and Word.

• Commitment to continuous learning and the ability to grasp new features and product platforms quickly.

• Strong analytical and problem-solving abilities.

• Capability to ask insightful questions that uncover business processes.

• Skill in conveying technical information to non-technical clients effectively.

• Resourcefulness and initiative to seek out information independently before requesting help.

• Detail-oriented mindset for executing tasks and meeting deadlines.

• Bonus: Experience in consulting on enterprise content management software.

• Bonus: Experience in a K–12 or higher education role.

• Bonus: Familiarity with CSS, JavaScript, and HTML.

• Bonus: Knowledge and experience with SQL.

🏝️ Benefits

• Fully remote position with occasional travel.

• Comprehensive medical, dental, and vision benefits.

• 401(k) retirement plan.

• Disability insurance coverage.

• Life insurance coverage of $15,000.

• Flexible paid time off.

• 13 paid holidays annually.

• Paid parental leave benefits.

• Stipend for remote work office setup, including a laptop and necessary equipment.

• Flexible working hours.

• Opportunities for professional development.

• Access to mentorship and senior leadership.

• Direct interaction with the CEO.

• A people-first company culture and team environment.

• Commitment to inclusivity and related initiatives.

• Potential eligibility for quarterly performance bonuses.