Workflow Solutions Consultant – West Coast Territory

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🕒 February 13

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ACDI

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1994

🛍️ eCommerce

📚 Education

🤝 B2B

eCommerce • Education • B2B

ACDI is a technology solutions provider specializing in print management and related services. They offer products such as PaperCut print management software, and various payment and security solutions to help organizations streamline their printing and document management processes. With a strong focus on customer service and support, ACDI aims to enhance operational efficiency and security for businesses across various industries, including education, healthcare, and legal sectors.

📋 Description

• 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

🎯 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 • 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.

🏖️ Benefits

• Remote work options