Workflow Solutions Consultant (WSC) West Coast Territory

This is a remote position.

As we continually seek to develop progressive new solutions for our partners we look to hire only the best and brightest. Hard work commitment and relationships have propelled ACDI to the status as the most respected partner in the dealer channel. If you covet an opportunity to be a part of a company with no limits then we may be looking for someone like you!

WORKFLOW SOLUTIONS CONSULTANT (WSC) @ ACDI

This individual supports ACDIs mission vision and core values while helping drive workflow-focused growth within an assigned territory and across other ACDI regions. The Workflow Solutions Consultant plays an active role in account strategy solution adoption and long-term customer success by partnering closely with other Account Managers Regional Leadership dealer partners customers etc. While not a quota-carrying sales role this position serves as a trusted workflow advisor throughout the full lifecycle of a solution from discovery and design to implementation expansion and post-sale success.

ACDIS WORKFLOW SOLUTIONS CONSULTANT RESPONSIBILITIES:

• Drive workflow and ScanShare solution growth through a combination of technical pre-sales support partner enablement account engagement and opportunity development within assigned territories and across ACDI regions
  

• Support ACDI staff and dealer partners on pre-sales workflow and solution-related engagements
  

• Engage prospects and partners in discovery and assessment meetings to understand current workflows requirements and technical environments
  

• Design demonstrate and position workflow solutions that align with customer needs and business outcomes
  

• Provide pre-sales support for complex and/or larger workflow opportunities
  

• Perform solution demonstrations Proofs of Concept (including demo installs) and presentations both online and onsite
  

• Draft supporting documentation related to workflow solutions including Statements of Work (SOWs) Letters of Intent (LOIs) workflow diagrams Visio/network diagrams and other supporting materials
  

• Attend appointments in-office or in the field including but not limited to pre- and post-sales meetings demos webinars partner reviews tradeshows vendor events and training sessions
  

• Train dealer partners sales teams and support staff on ScanShare and workflow solutions best practices and use cases
  

• Coach partners on discovery solution positioning and workflow-focused selling strategies
  

• Support onboarding and ongoing development of new and existing partners to increase solution adoption and effectiveness
  

• Work across multiple departments to ensure workflow solutions are implemented successfully documented properly and continuously improved
  

• Oversee aspects of the project lifecycle including requirements analysis solution design implementation support and quality assurance
  

• Act as a technical and workflow advisor to clients and partners during implementations and complex engagements
  

• Provide post-sale guidance and recommendations to ensure client understanding solution uptime and overall satisfaction
  

• Assist with bid proposals and administrative documentation related to workflow opportunities when needed
  

• Maintain accurate documentation of activities opportunities and pipeline related to workflow solutions within Zoho CRM
  

• Maintain a complete understanding of and adhere to all ACDI policies procedures and processes
  

• Maintain professional and technical knowledge by attending training events workshops vendor sessions and reviewing relevant publications
  

• Contribute to team efforts and perform related duties as needed
  

EXPERIENCE & EDUCATION REQUIREMENTS

• Bachelors degree in a technical or business-related field preferred or equivalent combination of education and experience
  

• 3 to 5 years of experience in workflow solutions solution consulting technical pre-sales partner management or related roles
  

• Experience within print document management or workflow automation environments strongly preferred
  

• Experience presenting to executive-level management required
  

• Strong professional communication skills (phone email and in-person) problem-solving ability negotiation skills technical capacity and collaboration
  

• Hands-on experience with CRM systems; familiarity with Zoho applications is a plus
  

• Ability to communicate technical information in laymans terms for training and solution rollout purposes
  

• Excellent organizational skills with the ability to anticipate needs prioritize work and manage multiple engagements
  

• Experience exercising discretion and confidentiality with sensitive company or customer information
  

TECHNICAL SKILLS & KNOWLEDGE

• Proficiency with Windows environments (Windows 10 Windows Serverand 2025 including Active Directory)
  

• Basic networking concepts and topology
  

• Virtualized environments and remote desktop support
  

• Basic understanding of SQL XML MS Mac iOS and Android environments
  

• Online collaboration tools
  

• Familiarity with Google Workspace and Zoho applications sets you apart
  

PHYSICAL REQUIREMENTS

• Must be able to stand or sit for prolonged periods of time
  

• Must be able to lift up to 15 pounds
  

• Ability to travel up to 2540% annually including commercial air travel
  

• May be required to furnish a passport or other identity documents for international travel
  

SUPERVISORY RESPONSIBILITY

• This position has no supervisory responsibilities at this time
  

WORK ENVIRONMENT

• Remote work may be authorized with upper management approval if located at Benton Headquarters expect a bullpen environment with moderate noise levels
  

• Fast-paced encouraging and positive work environment
  

• Must maintain a business professional clean and groomed appearance during client-facing interactions
  

• Employee may be required to furnish adequate internet services mobile services and devices necessary to receive business communications on a continual basis
  

OTHER DUTIES

• Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required for this position. Duties responsibilities and activities may change at any time with or without notice.