Jobs Companies Documo Implementation Consultant

Sobre este puesto de Implementation Consultant en Documo

Documo · Remoto · Remote (US Based)

Documo is on a mission to help businesses digitize and streamline their document workflows. As a fast-growing B2B SaaS company, our platform makes it easier to handle unstructured files like faxes and forms through tools like Intelligent Document Processing - turning messy paperwork into structured, usable data. We believe great products start with great people. That’s why we invest in top talent, value strong culture, and prioritize customer success and design excellence.

If you’re excited to do impactful work and want to grow with a team that values innovation, collaboration, and purpose - we’d love to meet you!

 

Job title    Implementation Consultant

Team    Customer Success & Account Management

Reports to    Director, Customer Success

Role Purpose

The Implementation Consultant plays a critical role in ensuring the successful post-sales delivery of Documo’s products. This role focuses on onboarding, configuring, and implementing solutions for customers while driving adoption and long-term value.

The ideal candidate will partner closely with Customer Success, Product, and Sales teams to ensure smooth implementations, help customers achieve their desired outcomes, and provide technical guidance during the adoption process.

Success in This Role Looks Like

  • 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

Key Responsibilities

Deliverables/Outcomes

Implementation & Onboarding

  • 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

Customer Enablement & Adoption

  • 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

Collaboration & Communication

  • 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

Knowledge & Continuous Improvement

  • 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

What You Bring

  • 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

 

 

Why join Documo?

  • 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.

We celebrate differences.
Documo welcomes applicants from all backgrounds, especially those underrepresented in tech. We do not discriminate based on ancestry, race, place of origin, political belief, religion, marital or family status, physical or mental ability, sex, sexual orientation, gender identity or expression, age, or any other legally protected characteristic. Documo is an equal opportunity employer.

¿Listo para postularte en Documo?
Postúlate en Documo

Sobre Documo

Documo builds document software solutions that help businesses streamline document processes. We make working with documents easy, more secure, and friendly towards our planet. We want to help drive mass adoption of paperless document technologies. We believe the way to do this is to build amazing products that solve and improve every aspect of document workflow. We couple that with our passion for customer success and our meticulous attention to design and user experience. We build solutions that are secure, easy to use, and improve business efficiency.

Ver todos los empleos en Documo →

Empleos similares

Pharmaceutical Strategies Group LLC
Senior Pharmacy Benefit Consultant, Health Plan
Pharmaceutical Strategies Group LLC
⚡ Postúlate pronto Remote - US Based · restringido por ubicación $180,000–$200,000
● Nuevo 👁 Visto ✓ Postulado hace 18h
EPIC Brokers
Senior Pharmacy Benefit Consultant, Health Plan
EPIC Brokers
⚡ Postúlate pronto Remote US Based · restringido por ubicación $180,000–$200,000
● Nuevo 👁 Visto ✓ Postulado hace 18h
Accela
Sr. Consultant
Accela
⚡ Postúlate pronto Remote Based - US · restringido por ubicación $100,000–$120,000
● Nuevo 👁 Visto ✓ Postulado hace 21h
Accela
Sr. Consultant (Accela Applications)
Accela
⚡ Postúlate pronto US Based - Remote · restringido por ubicación $110,000–$120,000
● Nuevo 👁 Visto ✓ Postulado hace 3sem
CA
Solutions Consultant
Cayuse
⚡ Postúlate pronto Remote · restringido por ubicación
● Nuevo 👁 Visto ✓ Postulado hace 1 mes
Excelya
Senior Digital Marketing Consultant
Excelya
⚡ Postúlate pronto Dilbeek, Flanders, Belgium Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1h
Bionic Services Ltd
Field Sales Consultant
Bionic Services Ltd
⚡ Postúlate pronto Swansea, Wales, United Kingdom Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1h
Trinetix
|Presale Consultant|
Trinetix
⚡ Postúlate pronto Nashville, Tennessee, United S... Remoto
● Nuevo 👁 Visto ✓ Postulado hace 1h
Coretek Services
Senior Consultant - Infra & Cloud
Coretek Services
⚡ Postúlate pronto Kondapur, Telangana, India Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2h

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en Documo

Ver todos los empleos en Documo →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis