Solution Consultant Lead, Clio

• Experience with Low-Code Platforms: Proven ability to configure business software using low-code or configurable platforms (e.g., Sharedo, Salesforce, ServiceNow, etc.)
• Client Training Skills: Able to explain complex concepts clearly and simply to non-technical users
• Strong Attention to Detail: Accuracy and quality are key when configuring workflows and rules
• Process Documentation: Skilled at writing clear and concise documentation for both technical and non-technical audiences
• Team Leadership: Proven ability to lead a team of experienced delivery experts
• Problem Solver: Ability to identify issues and quickly implement effective configuration solutions
• 20% Travel: Visit client sites and cross functional meetings
• AI: Demonstrate a keen interest in improving your craft by using AI

Desirable

• We’re looking for a skilled Solutions Consultant Lead to join our ShareDo team
• In this role, you'll play a key part in configuring the Sharedo platform to meet our clients’ unique business needs
• You'll work closely with both clients and partners—helping them understand how to use the platform’s tools effectively and empowering them to manage their own configurations
• This is a client-facing role, so strong communication skills and a consultative mindset are essential
• You’ll collaborate with clients to understand their goals, set up workflows, design forms and templates, and deliver hands-on training
• 1. Platform Configuration
• Workflow & Process Design: Set up "work types," workflows, and forms in Sharedo to align with each client’s business processes
• Data Customization: Gain deep knowledge of the Sharedo platform to create high-impact, value-driven customizations. We strive to exceed client expectations
• User Interface & Rule Setup: Customize fields, layouts, and business rules to meet client requirements
• Implementation Best Practices: Promote best practices for platform configuration to ensure scalable and maintainable solutions
• 2. Client Support & Training
• Client Onboarding & Enablement: Provide training and guidance to clients and partners, helping them confidently use Sharedo's configuration tools
• Interactive Workshops: Lead engaging workshops to demonstrate how to effectively configure and optimize the platform
• Mentorship & Ongoing Support: Serve as a trusted advisor to clients, supporting them as they grow their in-house expertise
• 3. Documentation & Knowledge Sharing
• Documentation: Create clear, easy-to-follow documentation for platform configurations, customizations, and processes
• Best Practice Guidelines: Develop and share recommended configuration standards to help clients get the most out of the platform
• Knowledge Base Contributions: Write articles, FAQs, and how-to guides to support both clients and internal teams
• Team & Capability Leadership
• Team Coaching & Development: Lead and mentor a team of Solution Consultants enabling them to continually develop their skills and competencies
• People Management: Contribute to people development and annual performance process for the Solution Consultant team
• Governance: Establish governance framework for configurations and perform regular reviews of configuration developed by other Solution Consultants for quality audits
• Project support: Support the project team for configuration related queries and contribute to RAID management as requested by the Project Management team