About the role
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 valueKey Responsibilities
Deliverables/Outcomes
Implementation & Onboarding