
51 - 200 employees
Founded 2010
☁️ SaaS
🏢 Enterprise
🤝 B2B
SaaS • Enterprise • B2B
S-Docs is a document automation platform that provides 100% Salesforce-native document generation, template editing, conditional logic, batch processing, and compliant e-signature capabilities. It integrates directly with CRMs (notably Salesforce and HubSpot) to populate documents from CRM data, embed into existing workflows, and meet strict compliance requirements for regulated industries like government (FedRAMP/DoD IL standards), financial services, and healthcare (HIPAA). S-Docs emphasizes drag-and-drop template design, secure on-platform e-signatures, audit trails, and scalability for enterprise use across departments such as sales, business operations, customer service, field service, and IT. The product targets organizations seeking to replace manual document processes with automated, CRM-native generation and signature workflows.
🕒 July 14
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51 - 200 employees
Founded 2010
☁️ SaaS
🏢 Enterprise
🤝 B2B
SaaS • Enterprise • B2B
S-Docs is a document automation platform that provides 100% Salesforce-native document generation, template editing, conditional logic, batch processing, and compliant e-signature capabilities. It integrates directly with CRMs (notably Salesforce and HubSpot) to populate documents from CRM data, embed into existing workflows, and meet strict compliance requirements for regulated industries like government (FedRAMP/DoD IL standards), financial services, and healthcare (HIPAA). S-Docs emphasizes drag-and-drop template design, secure on-platform e-signatures, audit trails, and scalability for enterprise use across departments such as sales, business operations, customer service, field service, and IT. The product targets organizations seeking to replace manual document processes with automated, CRM-native generation and signature workflows.
• Lead technical solution design during onboarding, professional services, and technical support engagements. • Translate customer requirements into scalable S-Docs configurations and Salesforce-based solutions. • Configure and implement S-Docs templates, workflows, and integrations using Apex, Flows, LWCs, and other Salesforce technologies. • Troubleshoot and resolve issues during implementation and post-sale production usage to ensure high-quality delivery. • Document requirements, technical specifications, and completed solutions for internal continuity. • Maintain and expand a solution catalog and best-practice architecture patterns. • Simplify complex technical concepts for both technical and non-technical audiences. • Provide proactive and reactive guidance on S-Docs best practices. • Participate in POCs, solution demonstrations, and scope definition for Statements of Work. • Support customers through go-live, adoption, and long-term success.
• 3–5+ years of hands-on technical experience (Solution Architect, Senior Salesforce Admin, Technical Consultant, or similar). • Strong Salesforce expertise: configuration, object model, automation, Apex, Flows, LWCs, Visualforce, SOQL, and platform best practices. • Experience with SaaS onboarding, professional services, or enterprise implementations. • Ability to translate business requirements into technical system designs. • Understanding of API integrations, workflow automation, middleware, and event-driven architectures. • Familiarity with data management, data modeling, validation rules, deduplication, ETL tools, and governance best practices. • Strong understanding of Salesforce security (roles, profiles, permission sets, sharing). • Experience integrating Salesforce with external systems (REST/SOAP APIs, MuleSoft, Informatica, external objects, OAuth, platform events). • (Preferred) Experience with multi-cloud architecture (Salesforce + AWS/Azure), Git/Copado/Gearset, and one or more programming languages (HTML, CSS, Java, C++, Python).
• Customer training and enablement during and after implementation. • Proactive and reactive guidance on S-Docs best practices. • Represent S-Docs at customer onsite visits and industry events such as Dreamforce and Salesforce World Tours.
Apply Now🕒 July 14
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