Job role insights
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Date posted
March 24, 2026
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Closing date
April 23, 2026
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Offered salary
$75,000 - $89,000/year
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Career level
Middle
Description
To gain a full perspective on our professional services offerings, please visit our Services Page.
Responsibilities
- Make clients wildly successful through ongoing delivery, support, and optimization of Softdocs Platform solutions
- Serve as the primary day‑to‑day point of contact for Managed Services clients, ensuring clear communication around priorities, scope, timelines, and outcomes
- Lead Managed Solutions Consultants and adjacent team members within a matrix‑based resource model to ensure consistent delivery and shared understanding of client commitments
- Manage multiple concurrent client engagements, proactively anticipating changes in priorities, scope, or capacity and adjusting plans accordingly
- Define, track, and communicate clear, easy‑to‑understand delivery metrics that support transparency with clients and internal stakeholders
- Collaborate cross‑functionally within Softdocs to support client engagement efforts and contribute to the ongoing improvement of Managed Services offerings
- Provide as-needed, concise status reporting to Softdocs teams on client health, delivery progress, and risk areas
- Partner with the Client Success team to review client experience data, translate insights into action, and continuously elevate the quality of Managed Services engagements
The Ideal Candidate
- Comfortable managing ongoing, evolving client work rather than fixed, milestone‑based projects
- Able to prioritize competing requests, make tradeoffs, and clearly communicate what gets worked on — and what doesn’t
- Communicates clearly and directly with clients and internal teams, especially when expectations need to be reset or clarified
- Detail‑aware and organized without being rigid; can adapt plans as priorities shift
- Takes ownership of outcomes and follows through without needing heavy oversight
- Uses available tools (SharePoint, OneNote, Excel, Outlook, Loop, Salesforce) to stay organized and keep work visible
- Experience with project management tools is a plus, but sound judgment and communication matter more
What We Look For
- Passion & Grit - we look for individuals who are passionate about software implementation and revolutionizing the education sector, who are willing to dig in and learn from day one
- Resourcefulness - our culture offers a lot of autonomy. We admire individuals who take ownership of initiatives and drive them to successful outcomes - without a lot of oversight
- Team Minded - do right by people. It is about what is best, not who is right. Teach what you know
- Client Minded—do right by the client- ability to listen and hear what the customer is saying and not saying to deliver a superior client onboarding experience
Bonus if you have:
- Experience in leading projects with a SaaS company
Interested in this job?
6 days left to apply