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mFax.ioMF

Implementation Consultant

Documo provides a secure, cloud-based platform for document workflow automation, including HIPAA-compliant cloud faxing, e-signatures, and intelligent document processing, primarily for the healthcare and other regulated industries.

mFax.io

Employee count: 11-50

United States only

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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 value

Key Responsibilities

Deliverables/Outcomes

Implementation Onboarding

  • 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

Customer Enablement Adoption

  • 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

Collaboration Communication

  • 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

Knowledge Continuous Improvement

  • 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

What You Bring

  • 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

Bonus Points For

  • 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

Why join Documo?

  • 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).

  • Be part of a small, fast-growing tech company with a supportive, inclusive, and fun culture.

We celebrate differences.
Documo welcomes applicants from all backgrounds, especially those underrepresented in tech. We do not discriminate based on ancestry, race, place of origin, political belief, religion, marital or family status, physical or mental ability, sex, sexual orientation, gender identity or expression, age, or any other legally protected characteristic. Documo is an equal opportunity employer.

About the job

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Posted on

Job type

Full Time

Experience level

Mid-level

Location requirements

Hiring timezones

United States +/- 0 hours

About mFax.io

Learn more about mFax.io and their company culture.

View company profile

At the heart of Documo is a mission-driven culture dedicated to revolutionizing how businesses manage document workflows, with a particular focus on alleviating the administrative burdens within the healthcare industry. Founded in 2017, the company was born from the recognition of deep-seated inefficiencies and security vulnerabilities inherent in traditional, paper-based processes like faxing. The team at Documo is united by a passion for creating solutions that are not only technologically advanced but also intuitive, secure, and environmentally conscious. This commitment is reflected in their core values: 'We Do What We Say,' 'We Wow and Delight,' 'We Are Proactive Owners,' 'We Are Gritty Achievers,' and 'We Really Care.' These principles guide every decision, fostering an environment of trust, accountability, and a relentless pursuit of excellence.

The culture at Documo is one of proactive ownership and gritty determination. Team members are encouraged to take personal responsibility, tackle challenges head-on, and persist through difficulties to achieve their goals. This spirit of innovation has led to the development of a comprehensive suite of products, including their next-generation cloud fax platform, intelligent document processing with AI and OCR, and secure e-signature capabilities. Documo prides itself on being a fully distributed team, embracing the flexibility and global talent pool that remote work allows. They are passionate about driving the mass adoption of paperless technologies, not just for business efficiency but for the health of the planet. This shared purpose creates a collaborative and growth-oriented environment where every employee's contribution directly impacts the success of their customers and the advancement of their mission to create complete data and document interoperability for healthcare and other regulated industries.

Employee benefits

Learn about the employee benefits and perks provided at mFax.io.

View benefits

Family Leave

Offers family leave.

Paid Holidays

Offers paid holidays.

Flexible PTO

Flexible paid time off.

Company Events

Team happy hours and events.

View mFax.io's employee benefits
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mFax.io hiring Implementation Consultant • Remote (Work from Home) | Himalayas