Implementation Consultant

Documo

35d • Remote

About The Position

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!

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

Nice To Haves

• 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

Responsibilities

• 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

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).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed