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

Summary of the Role

The Industry Solutions Consultant (ISC) role works closely with customers to understand their unique business needs and implement M-Files solutions that drive efficiency and productivity.

This role requires deep industry expertise and a consultative approach to help organizations within tax, accounting, audit, insurance brokerage, wealth management, manufacturing, and management consulting achieve their strategic goals.

Actual internal position title is Systems Specialist

This role is well suited for someone who enjoys variety, continuous learning, and partnering with customers to solve complex business challenges.

No two customer engagements are exactly alike, so success comes from being highly organized, communicating proactively, documenting solutions thoroughly, and collaborating effectively across multiple teams while managing several priorities simultaneously.

Responsibilities and Duties

• 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.
• Collaboration Opportunities
• Guidance from Senior Systems Specialist, Solution Architect, or Business Consultant (depending on selected team, Business Solution or Technical Consulting)
• Working together with Key Account Manager in customer projects
• Working according to guidance by Project Manager in large projects
• Working together with Solution Architect in large projects
• Working with subcontractors in customer projects

Requirements

We are seeking someone experienced enough to confidently lead customer conversations and define high‑quality software solutions, yet still excited to continue developing their professional skills over time.

• 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

• As a remote enabled company our employees enjoy the flexibility to establish their own life/work balance
• 10 paid holidays annually
• Unlimited PTO
• Matching 401K Plan (25% of employees’ contribution up to the IRS max)
• Health insurance (PPO and HDHP/HSA plans offered)
• 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)
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