document management consultant

Accutree Consulting

Job SummaryWe are looking for a dynamic and results-driven Solution Consultant &ndash; Document Management &amp; Digitization to join our growing team. The ideal candidate will have experience in corporate software sales, strong solution-consulting skills, and the ability to engage clients, understand their business needs, and deliver tailored digitization solutions. This role requires a mix of sales expertise, technical understanding, and client-facing presentation skills.Key Responsibilities<ul><li>Research, identify, and qualify new sales leads through proactive outreach and market analysis</li><li>Arrange and conduct client meetings, presentations, and follow-ups</li><li>Understand customer requirements and propose tailored document management and digitization solutions</li><li>Deliver professional product presentations, demonstrations, training, and support to clients and partners</li><li>Manage the complete sales cycle including lead qualification, proposals, negotiations, closing, upselling, and cross-selling</li><li>Develop and execute sales strategies to achieve assigned targets and quotas</li><li>Stay up to date with product developments, market trends, and competitor offerings</li><li>Build and maintain strong relationships with customers, partners, and channel networks</li><li>Represent the company at exhibitions, conferences, and industry events</li><li>Collaborate effectively with internal sales, pre-sales, technical, and delivery teams</li><li>Share best practices, support team collaboration, and adhere to company processes, quality standards, and deadlines</li></ul>Required Qualifications &amp; Skills<ul><li>Minimum 2+ years of experience in corporate software or enterprise solution sales</li><li>Bachelor&rsquo;s degree in any relevant field</li><li>IT / technology background is an added advantage</li><li>Proven ability to generate new business and consistently achieve sales targets</li><li>Strong negotiation, selling, and closing skills</li><li>Excellent written and verbal communication skills</li><li>Ability to deliver confident, professional presentations and product demos</li><li>Well-groomed, presentable, and client-facing personality</li><li>Ability to work independently as well as part of a larger sales team</li><li>Territory and market awareness for one or more of the following regions: KSA, Qatar, UAE, India, Bahrain</li><li>Valid driving license for the country of application (mandatory)</li></ul>Job Types: Full-time, PermanentPay: ﷼7,000.00 - ﷼8,000.00 per monthApplication Question(s):<ul><li>Have you sold or implemented digitalization or workflow based solutions?</li><li>How many years of experience you have as Solution Consultant?</li><li>Do you have market awareness for one or more of the following regions: KSA, Qatar, UAE, India, Bahrain</li><li>Do you have driving license</li></ul>

Solution Consultant - Document Management & Digitization

Job SummaryWe are looking for a dynamic and results-driven Solution Consultant &ndash; Document Management &amp; Digitization to join our growing team. The ideal candidate will have experience in corporate software sales, strong solution-consulting skills, and the ability to engage clients, understand their business needs, and deliver tailored digitization solutions. This role requires a mix of sales expertise, technical understanding, and client-facing presentation skills.Key Responsibilities<ul><li>Research, identify, and qualify new sales leads through proactive outreach and market analysis</li><li>Arrange and conduct client meetings, presentations, and follow-ups</li><li>Understand customer requirements and propose tailored document management and digitization solutions</li><li>Deliver professional product presentations, demonstrations, training, and support to clients and partners</li><li>Manage the complete sales cycle including lead qualification, proposals, negotiations, closing, upselling, and cross-selling</li><li>Develop and execute sales strategies to achieve assigned targets and quotas</li><li>Stay up to date with product developments, market trends, and competitor offerings</li><li>Build and maintain strong relationships with customers, partners, and channel networks</li><li>Represent the company at exhibitions, conferences, and industry events</li><li>Collaborate effectively with internal sales, pre-sales, technical, and delivery teams</li><li>Share best practices, support team collaboration, and adhere to company processes, quality standards, and deadlines</li></ul>Required Qualifications &amp; Skills<ul><li>Minimum 2+ years of experience in corporate software or enterprise solution sales</li><li>Bachelor&rsquo;s degree in any relevant field</li><li>IT / technology background is an added advantage</li><li>Proven ability to generate new business and consistently achieve sales targets</li><li>Strong negotiation, selling, and closing skills</li><li>Excellent written and verbal communication skills</li><li>Ability to deliver confident, professional presentations and product demos</li><li>Well-groomed, presentable, and client-facing personality</li><li>Ability to work independently as well as part of a larger sales team</li><li>Territory and market awareness for one or more of the following regions: KSA, Qatar, UAE, India, Bahrain</li><li>Valid driving license for the country of application (mandatory)</li></ul>Job Types: Full-time, PermanentPay: AED8,000.00 - AED10,000.00 per monthApplication Question(s):<ul><li>Have you sold or implemented digitalization or workflow based solutions?</li><li>How many years of experience you have as Solution Consultant?</li><li>Do you have market awareness for one or more of the following regions: KSA, Qatar, UAE, India, Bahrain</li><li>Do you have driving license</li></ul>

Ascensus

<div>Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. 
Section 1: Position Summary
The ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned.
Section 2: Job Functions, Essential Duties and Responsibilities
ERISA Consulting &ndash; Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research.
Plan Document Review &amp; Analysis &ndash; Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging.
Document Drafting &amp; Customization &ndash; Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations.
Special Projects (IT, project management) &ndash; Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans.
Continuing Education - Enhance technical and industry knowledge by attending continuing education classes.
Section 3: Experience, Skills, Knowledge Requirements
Technical Expertise Designations/Exams &ndash; ASPPA QKA preferred
Degrees - Bachelor&rsquo;s degree in business, finance, accounting, or a related field.
Industry Experience - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William&rsquo;s retirement plan documents preferred.
Core Values &amp; I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always.
Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists.
Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.</div>

ERISA Document Consultant

Zapegg Tax Consultant

<div>Zapegg Tax Consultant is seeking a detail-oriented and organized Document Controller to join our team in Dubai. This role is perfect for someone who excels at managing documentation, maintaining records, and ensuring smooth flow of information across departments.

Key Responsibilities:
<ul>
<li>Maintain, organize, and update all company documents and records.</li>
<li>Ensure proper filing, labeling, and storage of documents, both physical and digital.</li>
<li>Monitor and track document revisions, approvals, and distribution.</li>
<li>Collaborate with different departments to gather and control project documentation.</li>
<li>Ensure compliance with company policies, standards, and legal requirements.</li>
<li>Prepare reports on document status, updates, and audit trails.</li>
<li>Assist in preparing documentation for audits, meetings, and regulatory submissions.</li>
<li>Manage document retrieval requests efficiently and accurately.</li>
<li>Support administrative tasks related to document management as needed.</li>
</ul>
Qualifications:
<ul>
<li>Previous experience as a Document Controller, Administrative Assistant, or similar role.</li>
<li>Strong organizational, time-management, and multitasking skills.</li>
<li>Proficiency in MS Office and document management software.</li>
<li>Attention to detail and accuracy in handling documents.</li>
<li>Excellent communication and interpersonal skills.</li>
<li>Ability to work independently and maintain confidentiality of sensitive information.</li>
</ul>
Joining Zapegg Tax Consultant in Dubai as a Document Controller provides a great opportunity to contribute to efficient information management and support smooth business operations. If you are organized, reliable, and detail-focused, we encourage you to apply.</div>

Document Controller

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10000 document management consultant jobs NEAR_ME

Solution Consultant - Document Management & Digitization

Solution Consultant - Document Management & Digitization

ERISA Document Consultant

ERISA Document Consultant

ERISA Document Consultant

ERISA Document Consultant

Document Controller