Software Solutions Specialist

In this customer-facing role, you will serve as a trusted advisor to clients throughout their software journey, helping them successfully adopt and utilize our cloud-based enterprise content management (ECM) solution. You’ll play a critical role in conducting software demonstrations, onboarding and training users, supporting implementations, troubleshooting questions, and ensuring an exceptional client experience.

This is an exciting opportunity for a professional who enjoys the variety of working with customers, collaborating across teams, and helping organizations maximize the value of their software investment.

What You’ll Do

As a Software Solutions Specialist, you will:

Customer Engagement & Software Demonstrations

• Conduct software demonstrations for prospective and existing clients.
• Participate in sales presentations and discovery meetings.
• Build strong client relationships and promote successful software adoption and utilization.
• Serve as a trusted advisor and primary point of contact for user questions and best-practice guidance.

Onboarding, Training & Implementation

• Lead client onboarding activities, including implementation coordination, user setup, and training.
• Deliver engaging training sessions, webinars, and educational demonstrations for clients and end users.
• Support successful software implementations and customer adoption initiatives.
• Monitor client issues and project activities to ensure commitments are met and customers remain informed throughout the process.

Customer Support & Technical Assistance

• Provide timely support and guidance to users.
• Demonstrate strong problem-solving and troubleshooting abilities.
• Assist clients with document preparation, OCR processing activities, data validation, and loading information into software applications.
• Maintain accurate records of support activities, implementations, and customer interactions.

Solution Configuration & Collaboration

• Collaborate with clients to establish document structures, indexing standards, and system configurations that meet operational needs.
• Coordinate with sales, development, production, and implementation teams to support successful project delivery.
• Gather customer feedback and communicate enhancement opportunities and user requirements to internal teams.
• Identify opportunities to improve processes, training materials, and the overall customer experience.
• Perform other duties as assigned.

Do you have experience in User training (technical support)?, Do you have a Bachelor’s degree?, * Bachelor’s degree preferred, or equivalent combination of education and relevant experience.

• 3-7 years of experience in customer success, software support, implementation, onboarding, training, technical support, or similar client-facing roles.
• Proven ability to build relationships and communicate effectively with customers at all levels of an organization.
• Experience conducting presentations, demonstrations, and user training sessions.
• Strong customer service orientation with a genuine desire to help others succeed.
• Excellent verbal and written communication skills.
• Strong organizational skills and the ability to manage multiple priorities simultaneously.
• Demonstrated problem-solving and troubleshooting abilities.
• Experience working collaboratively across cross-functional teams.

Preferred Qualifications

• Experience with document management, enterprise content management (ECM), records management, or similar software environments.
• Familiarity with software implementation processes, data preparation, OCR workflows, or user support activities.

Why This Role Matters

As a Software Solutions Specialist, you’ll have a direct impact on customer success. You’ll help organizations streamline document management processes, improve efficiency, and gain confidence in using technology that supports their business operations. If you thrive in a customer-focused environment and enjoy helping people succeed, we’d love to hear from you., * Do you have Enterprise Content Management (ECM) experience?

• Do you have experience conducting software demonstrations?

1.71.7 out of 5 stars Remote $50,000 - $70,000 a year - Full-time, Pulled from the full job description

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Health savings account
• Dental insurance
• Flexible spending account, * 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Work from home