Records Management Solutions Engineer

Job Description

Objective & Purpose

This position exists to provide subject-matter-expertise for Records Management as an internal and externally facing resource. Internally the position develops training content, webinars, and documentation concerning the deployment of Records Management solutions within the Laserfiche framework. Externally the position works with CDI clients to design, develop, and deploy records management implementations, along with presenting at tradeshows, industry events, and user groups to bring exposure and visibility to records management services.

Responsibilities

(85%) Records Management Consulting

Meeting with clients, completing documentation and providing implementation services.

(15%) Lecturing, User Groups and Webinars

Planning webinars, presentations for speaking engagements and marketing.

Requirements

Provide customers with pleasant, professional, and timely communications.

Achieve and maintain Laserfiche Gold certification.

Achieve and maintain mastery knowledge of state records retention requirements.

Track all details, communications, and updates for projects in crm.

Use industry knowledge to guide customers through records management projects.

Adhere to all company and departmental policies and procedures.

Qualifications

Certified Municipal Clerk (CMC) designation or equivalent certification.

5+ years Records Management experience.

Ability to quickly learn new technology.

City Clerk experience is a bonus.

Laserfiche experience is a bonus.

Education

4-year degree in related field.

Salary Information

Full Time

DOQ

Location

Remote with some travel requiredCompany Description

CDI helps clients become more efficient through the use of business process automation and document management software solutions. We implement enterprise software in a b2b environment. We have a smart, hard-working team, and we're growing fast, so we need more like-minded individuals!

Full-time

Fully remote