Implementation Consultant

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🕒 July 7

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Documo

WebsiteLinkedInAll Job Openings

11 - 50 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Documo is a company that offers cloud-based fax solutions tailored for regulated industries requiring secure and compliant communications. Their platform, mFax, provides a user-friendly interface for sending and receiving faxes and offers features such as bank-grade security and a powerful API for integration. Documo's services cater to various business sizes, providing monthly and annual pricing plans. With a focus on optimizing workflows, reducing paper waste, and enhancing security, Documo aims to modernize document processes and improve efficiency for its users.

📋 Description

• Successfully managing customer onboarding and implementation projects from kickoff to completion • Ensuring customers are set up correctly and effectively using Documo products • Collaborating with internal teams to address technical or process challenges • Serving as a trusted advisor during implementation and providing ongoing guidance for adoption • Contributing to customer satisfaction, retention, and long-term product value • Lead post-sales onboarding and implementation of Documo products • Configure solutions to meet customer requirements and business processes • Develop project plans, timelines, and success criteria for each implementation • Conduct technical workshops, training sessions, and knowledge transfer with customer teams • Identify and resolve potential technical or operational challenges during implementation • Ensure customers understand how to use Documo products effectively • Provide guidance on best practices, workflows, and integrations • Monitor adoption metrics and proactively address usage gaps • Collect customer feedback to inform process improvements and product enhancements • Partner with Customer Success, Sales, and Product teams to ensure smooth delivery and alignment • Communicate project status, risks, and solutions to internal stakeholders and customers • Serve as a technical point of contact for customers during the implementation lifecycle • Stay informed about industry trends, product updates, and best practices • Document processes, workflows, and integration configurations • Contribute to the development of templates, guides, and playbooks to improve implementation efficiency

🎯 Requirements

• 3+ years of experience in technical consulting, solutions consulting, or implementation of SaaS products • Strong technical aptitude and ability to learn new systems quickly • Experience with post-sales delivery, onboarding, and configuration of complex software solutions • Excellent communication, presentation, and interpersonal skills • Strong organizational skills and ability to manage multiple projects simultaneously • Customer-focused mindset with problem-solving and troubleshooting skills • Knowledge of API integrations • Bonus Points For: Experience in the healthcare industry, Knowledge of data mapping, or workflow automation, Experience with Salesforce, Jira, Asana, or other CRM/project management tools, Experience creating technical documentation or customer training materials.

🏖️ Benefits

• Competitive U.S. benefits: medical, dental, vision, and a 401(k) with a strong match. • Annual bonus program based on role and company performance. • Annual performance reviews with merit increases. • In-person company kick-off to connect, collaborate, and celebrate. • Equity opportunities to grow with us. • Flexible remote work that fits your life, plus flexible paid time off. • Competitive paid parental leave, mental health support, and Employee Assistance Programs (EAP). • Be part of a small, fast-growing tech company with a supportive, inclusive, and fun culture.