Business Solutions Consultant

Softdocs; Oregon; Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Remote position

Direct access to CEO

Health, dental, vision; 401K; life; 13

Flexible PTO

Paid holidays

Job summary

Softdocs seeks a technology- and client‑oriented professional to drive software onboarding for education clients with their Etrieve platform. You will own business analysis across users to tailor deployments in schools and universities, collaborating with project teams to ensure successful adoption and ongoing value.

The role emphasizes client success, documentation delivery, and cross‑team coordination, with strong focus on communication and continuous learning.

Qualifications

• Experience working in software and enterprise‑level software.
• Experience working in K‑12 and/or Higher Education marketplaces.
• Strong written and verbal communication with clients.

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
• Drives training clients how to use our Etrieve solutions to ensure clients' success and excellence

Skills

Continuous Learner

Analytical

Collaborative

Client Oriented

Communication

Resourcefulness

Creative / Innovative

Detail Oriented

Challenge the Status Quo

Work Ethic

Tools

Microsoft Office Suite (PowerPoint)

Microsoft Excel

Microsoft Word

Job description

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.

Role 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.

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; 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

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

What We Offer

• 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

$70,000 - $90,000 a year In addition to the base salary, you may be eligible for quarterly performance bonuses. This role is fully remote but is US-based. At this time, we require our team to be based in the United States. The responsibilities of the role, your experience and skills, and internal equity across our team determine compensation. We use market data and real-world performance to make sure pay is fair, competitive, and aligned with impact.

Softdocs is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.