Workflow Solutions Consultant (WSC) - West Coast Territory

Acd Inc; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Remote work flexibility

Professional development opportunities

Job summary

A professional services company seeks a Workflow Solutions Consultant for the West Coast territory. This role combines technical expertise with consultative sales support, focusing on workflow automation solutions. Key responsibilities include engaging with partners, designing tailored solutions, and providing pre-sales support. Ideal candidates have 3-5 years of experience in workflow solutions, solid communication skills, and a bachelor's degree. Remote work options are available, and travel may be required.

Qualifications

• 3 to 5+ years of experience in workflow solutions or related roles.
• Experience presenting to executive-level management required.
• Hands-on experience with CRM systems.

Responsibilities

• Drive workflow and ScanShare solution growth in assigned territories.
• Engage prospects in discovery meetings to understand workflows.
• Design and position workflow solutions aligned with customer needs.

Skills

Professional communication skills

Technical capacity

Problem-solving ability

Organizational skills

Education

Bachelor’s degree in a technical or business-related field

Tools

Zoho CRM

Windows Server

Job description

ACDI - Access Control Devices, Inc. | Full time

Workflow Solutions Consultant (WSC) - West Coast Territory

ACDI is a rapidly growing Professional Services Company that sells and supports dynamic print management, capture, electric vehicle charging, and cost-recovery solutions to streamline office technology and the document lifecycle in a distributor-reseller environment. We have channel distribution and development partnerships with many of the largest copier and printer manufacturers worldwide, including Samsung, Xerox, Sharp, Canon, Ricoh, Konica‑Minolta, Toshiba, Lexmark, and others. From hardware payment solutions, proximity card readers, and EV charging stations to digital workflow automation, fleet management, and analytics software, ACDI’s extensive portfolio pairs seamlessly with its industry-leading project coordination, installation, marketing, and sales expertise.

As we continually seek to develop progressive new solutions for our partners, we look to hire only the best and brightest. Hard work, commitment, and relationships have propelled ACDI to the status as the most respected partner in the dealer channel. If you covet an opportunity to be a part of a company with no limits, then we may be looking for someone like you!

WORKFLOW SOLUTIONS CONSULTANT (WSC) @ ACDI

Here at ACDI, our Workflow Solutions Consultant blends deep technical expertise with consultative sales support, partner engagement, and account‑focused collaboration, with a strong emphasis on ScanShare and workflow automation solutions. This role requires both breadth and depth of knowledge across software, hardware, and workflow environments, along with the ability to communicate clearly and confidently with executives, partners, account managers, sales teams, and technical resources.

This individual supports ACDI’s mission, vision, and core values while helping drive workflow‑focused growth within an assigned territory and across other ACDI regions. The Workflow Solutions Consultant plays an active role in account strategy, solution adoption, and long‑term customer success by partnering closely with other Account Managers, Regional Leadership, dealer partners, customers, etc. While not a quota‑carrying sales role, this position serves as a trusted workflow advisor throughout the full lifecycle of a solution, from discovery and design to implementation, expansion, and post‑sale success.

ACDI’S WORKFLOW SOLUTIONS CONSULTANT RESPONSIBILITIES

• Drive workflow and ScanShare solution growth through a combination of technical pre‑sales support, partner enablement, account engagement, and opportunity development within assigned territories and across ACDI regions
• Support ACDI staff and dealer partners on pre‑sales workflow and solution‑related engagements
• Engage prospects and partners in discovery and assessment meetings to understand current workflows, requirements, and technical environments
• Design, demonstrate, and position workflow solutions that align with customer needs and business outcomes
• Provide pre‑sales support for complex and/or larger workflow opportunities
• Perform solution demonstrations, Proofs of Concept (including demo installs), and presentations both online and onsite
• Draft supporting documentation related to workflow solutions, including Statements of Work (SOWs), Letters of Intent (LOIs), workflow diagrams, Visio/network diagrams, and other supporting materials
• Attend appointments in‑office or in the field, including but not limited to pre‑ and post‑sales meetings, demos, webinars, partner reviews, tradeshows, vendor events, and training sessions
• Train dealer partners, sales teams, and support staff on ScanShare and workflow solutions, best practices, and use cases
• Coach partners on discovery, solution positioning, and workflow‑focused selling strategies
• Support onboarding and ongoing development of new and existing partners to increase solution adoption and effectiveness
• Work across multiple departments to ensure workflow solutions are implemented successfully, documented properly, and continuously improved
• Oversee aspects of the project lifecycle, including requirements analysis, solution design, implementation support, and quality assurance
• Act as a technical and workflow advisor to clients and partners during implementations and complex engagements
• Provide post‑sale guidance and recommendations to ensure client understanding, solution uptime, and overall satisfaction
• Assist with bid proposals and administrative documentation related to workflow opportunities when needed
• Maintain accurate documentation of activities, opportunities, and pipeline related to workflow solutions within Zoho CRM
• Maintain a complete understanding of and adhere to all ACDI policies, procedures, and processes
• Maintain professional and technical knowledge by attending training events, workshops, vendor sessions, and reviewing relevant publications
• Contribute to team efforts and perform related duties as needed

EXPERIENCE & EDUCATION REQUIREMENTS

• Bachelor’s degree in a technical or business‑related field preferred, or equivalent combination of education and experience
• 3 to 5+ years of experience in workflow solutions, solution consulting, technical pre‑sales, partner management, or related roles
• Experience within print, document management, or workflow automation environments strongly preferred
• Experience presenting to executive‑level management required
• Strong professional communication skills (phone, email, and in‑person), problem‑solving ability, negotiation skills, technical capacity, and collaboration
• Hands‑on experience with CRM systems; familiarity with Zoho applications is a plus
• Ability to communicate technical information in layman’s terms for training and solution rollout purposes
• Excellent organizational skills with the ability to anticipate needs, prioritize work, and manage multiple engagements
• Experience exercising discretion and confidentiality with sensitive company or customer information

TECHNICAL SKILLS & KNOWLEDGE

• Proficiency with Windows environments (Windows 10, Windows Server 2019, 2022, and 2025, including Active Directory)
• Basic networking concepts and topology
• Virtualized environments and remote desktop support
• Basic understanding of SQL, XML, MS, Mac, iOS, and Android environments
• Familiarity with Google Workspace and Zoho applications sets you apart

PHYSICAL REQUIREMENTS

• Must be able to stand or sit for prolonged periods of time
• Must be able to lift up to 15 pounds
• Ability to travel up to 25–40% annually, including commercial air travel
• May be required to furnish a passport or other identity documents for international travel

SUPERVISORY RESPONSIBILITY

This position has no supervisory responsibilities at this time

WORK ENVIRONMENT

• Remote work may be authorized with upper management approval, if located at Benton Headquarters, expect a bullpen environment with moderate noise levels
• Fast‑paced, encouraging, and positive work environment
• Must maintain a business professional, clean, and groomed appearance during client‑facing interactions
• Employee may be required to furnish adequate internet services, mobile services, and devices necessary to receive business communications on a continual basis

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this position. Duties, responsibilities, and activities may change at any time with or without notice.