Technical Solutions Consultant I

Remote

Full Time

Mid Level

The Role, Technical Solutions Consultant I
-this position is for applicants located in Canada
-required working hours are 9am-5pm PST.

Overview: A Technical Solutions Consultant (TCS1) is intended to keep customers and partners happy and paying by driving product rollout, adoption and growth, helping them get the most value out of SiteDocs. A Technical Solutions Consultant’s primary goal is to rollout, ensure continuous engagement, and provide service to customers and partners who are utilizing any products, features or add-ons (including, but not limited to, Analytics, Workflow Studio, COR Audits, and API) that require professional services or support beyond the basic training and support provided by other teams. The bulk of the day-to-day work of a Technical Solutions Consultant will be to work closely with their team to ensure the delivery of various projects. Building, maintaining, and troubleshooting Dashboards or Workflows will depend on individual specialization and will be determined by the Manager of Technical Solutions and the individual TSC1.

Ultimately, a customer's success is defined by the ongoing renewal of their SiteDocs Products, and greater usage, value received, and dependency on all SiteDocs Products results in this success and expansion. Therefore, the Technical Solutions Consultant's efforts contribute significantly to the overall happiness of the customer and recurring revenue and upsell revenue goals at SiteDocs.

Your Most Important Initiatives:

Customer Happiness

Proactively works with customers to contribute to successful advanced-product(s) adoption by following provided processes and procedures and actively listening to customers’ unique needs and responding accordingly.
Works with customers who are not engaged with Analytics to help them receive maximum value in the product, thereby contributing to our Analytics and Workflow Studio retention goals.
Responds to and manages Zendesk support tickets and emails for customers.
Responds to and manages phone calls that come through their personal line or support line.
Train customers and partners on advanced SiteDocs features and products (including but not limited to Analytics, Workflow Studio, COR Audit Tool, and API) and how they can achieve ongoing success.
Hosting webinars related to both Analytics and Workflow Studio Integrations as required
Works closely with Technical Solutions Consultant II’s by assisting and/or completing complex Dashboard or Workflow Studio builds as necessary.
Completes delegated requests from Technical Solutions Consultant II’s and other team members (company-wide) to build Dashboards in Analytics or Scenarios in Workflow Studio as necessary.
Provides Professional Services to customers and partners when requested (e.g. Building Dashboards in Analytics or Scenarios in Workflow Studio)
Addresses escalations coming from customer or partner issues and finds solutions for issues.
Collects product feedback from customers and documents in Trello.
Tracks activities and conversations with precision and efficiency in Salesforce.
Responds to general support tickets when there is capacity or help needed.
Provides assistance and support to other members of the Customer Success Team.
Provides timely and successful delivery of solutions according to customer needs.

Development

Provides assistance to the Development Team on various projects and acts as a liaison between Teams while representing the customer perspective.
Tests the product or specific features and functionality, when requested. Revenue Generation, Renewals, and Sales Enablement
Ensures customers have a good experience to increase the potential of renewal.
Looks for customers who could benefit from Analytics or Workflow Studio and creates POCs for the Account Manager or Sales Executive team to present (attends meetings when requested).
Assists in creating POCs as required.
Looks for opportunities in the customer base to actively create Dashboards in customer accounts to demonstrate value to customers and increase engagement.

General

Provides suggestions on potential ways to improve processes, procedures, checklists, and other documentation.
Executes on special projects given by Customer Success Team leadership.
Contributes to a culture of team building and continuous improvement.
Attend regular meetings and other meetings as requested.

What You Bring:

Proven customer support experience (or other relevant experience).
Technical expert on SiteDocs products, features, add-ons and tools.
Demonstrated ability to communicate (verbal, written, and listening), teach, and present concepts with excellence.
Experience using iPads, tablets, smartphones, and device applications is a plus.
An aptitude for problem-solving.
Understanding of data analysis and information systems.
Proficiency in using (or the ability to quickly learn) software programs.

Our success is rooted in a wonderfully wholesome culture, best defined by our four overarching values:

Authentic Relationships - People are never a means to an end.
Continuous Learning - Test every assumption and never stay stagnant.
Interdependence - We build systems that require everyone to perform with excellence, we are a team, and we succeed or fail together.
Data Driven Decisions - Because wisdom requires understanding the facts of the matter, disputes between competing perspectives are resolved with data.

If you have any questions about your personal data privacy at SiteDocs, please visit our privacy page.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

If you need special assistance or accommodation while seeking employment with us, please email [email protected] or call: (703) 547-8588. We are interested in every qualified candidate who is eligible to work in Canada. However, we are not able to sponsor visas.

We take into account an individual’s qualifications, skillset, and experience in determining final salary. This role is eligible for health insurance (medical, dental & vision), life insurance, 401(k) & paid time off. The expected compensation range for this position is about $60-$65k CAD annually. The actual offer will be at the company’s sole discretion and determined by relevant business considerations, including the final candidate’s qualifications, years of experience, skillset, and geographic location.

This role is a #LI-Remote opportunity.

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Are you located in Canada?*

Are you legally authorized to work in Canada?*

Will you now, or in the future, require GoCanvas to commence ("sponsor") an immigration case in order to employ you (for example, H-1B or other employment-based immigration cases)? This is sometimes called "sponsorship" for employment-based visa status. *

-This question is referring to Canada, will you need sponsorship now or in the future to legally work in Canada?**

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Invitation for Job Applicants to Self-Identify as a U.S. Veteran

A “disabled veteran” is one of the following:
- a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
- a person who was discharged or released from active duty because of a service-connected disability.
A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran status

I IDENTIFY AS ONE OR MORE OF THE CLASSIFICATIONS OF PROTECTED VETERAN LISTED ABOVE
I AM NOT A PROTECTED VETERAN
I DON’T WISH TO ANSWER

Voluntary Self-Identification of Disability

Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Please check one of the boxes below:

YES, I HAVE A DISABILITY, OR HAVE HAD ONE IN THE PAST NO, I DO NOT HAVE A DISABILITY AND HAVE NOT HAD ONE IN THE PAST I DO NOT WANT TO ANSWER

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Name	Date

Human Check*

Submit Application

Thanks for your interest in GoCanvas TopCo and for visiting our Job Board! Please review our open positions below and apply to the positions that best match your qualifications!

Technical Solutions Consultant I

Apply for this position