QORUSDOCS:
QorusDocs empowers your teams to drive more sales by enabling them to discover, use, and analyze the best content. Sales teams enjoy greater self-sufficiency and success when they can build personalized customer documents themselves. Marketing and partner teams gain superior insights into the value and usage of the content they create.
Our software is built on Microsoft Azure to create secure, professional, and engaging proposals up to five times faster, all from within your familiar Microsoft Office environment or CRM system. QorusDocs Software is a diverse, vibrant group with offices in Bellevue, USA, and Cape Town, South Africa. Started as a three-person company out of Cape Town in 2012, QorusDocs is known today as a top-tier sales enablement and proposal management solution supporting enterprise companies such as Insight, Long View, Manpower Group, Teladoc Health, and Panasonic.
DESCRIPTION:
Our Professional Services team partners with our customers to support their diverse needs from implementation and throughout their journey on QorusDocs, helping them derive maximum value through custom solutions and integrations.
We are looking for a full-time Onboarding Consultant to join our Professional Services team. The role will be based in the US (East Coast) or UK. As an Onboarding Consultant, you’ll be responsible for completing QorusDocs onboarding projects successfully, including migrations from our legacy Breeze product, and is responsible for ensuring total customer satisfaction before they are transitioned to the Customer Engagement team.
A successful onboarding or migration puts the customer on the path of product adoption and is key to the renewal and growth of the account. The Onboarding Consultant is the face of QorusDocs to the customer during the onboarding process and coordinates with other QorusDocs teams to complete implementation and integration work as promised and at the highest level of quality.
You will use your product expertise, business acumen, and communication skills to understand the customers' needs and guide them through the onboarding journey. In this role, you will work with the customer to promote best practices in implementing QorusDocs that ensure their users are trained and prepared to engage with the software.
Ideal candidates are experienced in web-based technologies and interested in using technology to improve processes and deliver high-quality implementations, migrations, and integration solutions on customer projects from ideation to completion through onboarding workshops and technical consultation.
RESPONSIBILITIES:
- Understand the customer’s business, use case, goals, and operational objectives through the sales team's handoff and from gathering customer requirements.
- Develop an onboarding plan to share with the customer that ensures satisfaction and product adoption.
- Manage customer expectations around product features and the onboarding journey by providing a recap of each meeting and including next steps.
- Create relationships with the product champion and users that deliver value and foundation for product adoption.
- Coordinate with the Project Manager to ensure customer teams and QorusDocs delivery teams are meeting related tasks of the onboarding plan and that the tasks are completed timely at a level of quality that exceeds customer expectations.
- Own the resolution of issues that arise during the onboarding process.
- Communicate best practices to customers and assist with change management with the customer’s teams.
- Share learnings and best practices with QorusDocs teams to improve product quality, effectiveness, and efficiency.
- Train the new users on QorusDocs and ensure their understanding allows them to train future new users.
- Ensure customers are ready to transition to Customer Engagement team and deepen their product adoption and usage.
- Leverage feedback to continuously improve the onboarding process.
- Be a customer advocate to the product team while capturing feedback and reporting feature requests.
REQUIREMENTS:
- 5-7 years of experience in a customer success or product implementation role working on SaaS-based solutions.
- Knowledge of the RFP, bid, and sales team processes is preferred with legal industry experience.
- Bachelor’s degree in business, Engineering, or Communications preferred.
- Expert user of QorusDocs and Breeze.
- Power user of Microsoft Office tools, specifically SharePoint.
- Deep understanding of workflows and how to deploy them.
- Strong understanding of Generative AI and AI assistants.
- Ability to simultaneously manage multiple onboarding projects, meet deadlines and manage priorities.
- Strict attention to detail and a commitment to producing the highest quality work.
- Ability to collaborate with other QorusDocs teams to complete required project and integration work on time.
- Technical curiosity with a proven passion for creating solutions to solve business problems.
- Technical understanding and experience working with APIs is a plus.
- Technical development background is a plus, ideally with Azure and MS technologies.
- Office Document development or experience a plus (using OpenXml)
- Excellent oral and written communication skills
- Experience working with global customers, prospects and delivery teams.
- Dogged about customer success.
CRITICAL COMPETENCIES:
- Entrepreneurial – can-do approach coupled with a strong desire to make a difference.
- Quick study, self-learner – Gains proficiency in new industries, markets, and technologies quickly
- Interpersonal – builds and maintains trusting relationships with associates and customers.
- Change Management initiates, manages, or participates in the change process and continuously energizes it, taking steps to remove barriers and accelerate its pace.
- Energy/Drive – exhibits a strong desire to achieve.
- Personal/ Professional Effectiveness – demonstrates the ability to be self-directed and self-motivated.
- Planning and organizing – optimize use of time and resources to achieve desired results
- Accountability – holds self and others accountable for results.
WHY QORUSDOCS:
QorusDocs is a dynamic organization. Successful employees work in a fast-paced environment, managing multiple priorities, often under tight deadlines. QorusDocs offers flexibility regarding the specific working hours that may be required or available depending on your role. All new QorusDocs employees are subject to a criminal background check.
At QorusDocs, we choose love over hate.
- Diversity and inclusion are core values of our business simply because it’s the right thing to do.
- We admittedly don't have all the answers. However, we are committed to listening, learning, and improving as an organization in every way possible.
- We are looking inward and making improvements to our approach to hiring, leadership, and future improvements for our colleagues, partners, and customers.
- We are in this together and committed to doing our part to treat all human beings justly, fairly, and equally.
QorusDocs is an Equal Opportunity Employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex (including gender identity, sexual orientation,
and pregnancy), national origin, age, disability, or genetic information.