Workflow Solutions Consultant (WSC) – East Coast Territory

This individual supports ACDI’s 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.

ACDI’S 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

• Bachelor’s 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 layman’s 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 Server 2019, 2022, and 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 25–40% 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.