Industry Solutions Consultant (Remote, United States, CST/EST Preferred)

The Industry Solutions Consultant (ISC) at M-Files works closely with customers to understand their unique business needs and implement solutions that drive efficiency and productivity across various industries such as tax, accounting, audit, insurance brokerage, wealth management, manufacturing, and management consulting. The role involves consulting, solution implementation, industry guidance, training, and collaboration with sales and project teams.

Location: Remote (US)

Responsibilities

• Consult with customers to identify business challenges and recommend tailored M-Files solutions that align with industry best practices.
• Lead solution implementations by defining customer requirements and ensuring seamless integration with existing systems and processes.
• Provide industry-specific guidance to help clients optimize document and knowledge management workflows.
• Facilitate training and enablement sessions for customers, ensuring they maximize the value of M-Files solutions.
• Collaborate with sales teams to support pre-sales activities and present industry-focused solutions to prospective clients.
• Serve as a project lead on small to mid-sized implementations, ensuring timely execution and customer satisfaction.
• Advise on best practices for process automation, compliance, and document management within targeted industry verticals.

Requirements

• Strong consultative skills with the ability to engage customers in meaningful discussions about industry challenges and solutions.
• Experience in tax, accounting, audit, insurance brokerage, wealth management, or management consulting.
• Knowledge of business automation processes and enterprise content management solutions.
• Proven ability to document client requirements and create solution specifications.
• Strong project management and problem-solving skills to drive successful solution deployments.
• Experience using enterprise software solutions, with a focus on business process optimization.
• Strong people skills and an ability to listen to the customer and translate their needs into specific actions and solutions.
• Ability to drive projects to completion and manage issues.
• Capability and interest for learning new methods and techniques.
• Experience and knowledge of Windows-based environments, including Windows server and Workstations, IIS and MS SQL Server, Active Directory and Group Policies, is helpful.
• Experience and working knowledge of databases and SQL language, is helpful.
• Experience and working knowledge of programming languages (e.g., C#), is helpful.

Benefits

• Part of a growing global services organization.
• Opportunity to work with diverse industries and solve operational challenges.
• Exposure to advanced AI-native solutions.
• Flexible remote work environment.
• 10 paid holidays annually.
• Unlimited PTO.
• Matching 401K plan (25% of employee contributions up to IRS max).
• Health insurance (PPO and HDHP/HSA plans).
• Dental insurance.
• Vision insurance.
• Life insurance (1x employee salary).
• Short-term disability (employer paid).
• Long-term disability (employer paid).
• Flexible Spending Plan (medical and dependent).