Industry Solutions Consultant

M-Files

Industry Solutions Consultant working with clients in tax, accounting, and insurance industries. Implementing M-Files solutions to optimize document management workflows and drive efficiency.

Posted 6/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

MS SQL ServerSQL

About the role

Key responsibilities & impact

Consult with customers to identify business challenges and recommend tailored M-Files solutions that align with industry best practices.
Lead solution implementations by defining customer requirements and ensuring seamless integration with existing systems and processes.
Provide industry-specific guidance to help clients optimize document and knowledge management workflows.
Facilitate training and enablement sessions for customers, ensuring they maximize the value of M-Files solutions.
Collaborate with sales teams to support pre-sales activities and present industry-focused solutions to prospective clients.
Serve as a project lead on small to mid-sized implementations, ensuring timely execution and customer satisfaction.
Advise on best practices for process automation, compliance, and document management within targeted industry verticals.

Requirements

What you’ll need

Strong consultative skills with the ability to engage customers in meaningful discussions about industry challenges and solutions.
Experience in tax, accounting, audit, insurance brokerage, wealth management, or management consulting.
Knowledge of business automation processes and enterprise content management solutions.
Proven ability to document client requirements and create solution specifications.
Strong project management and problem-solving skills to drive successful solution deployments.
Experience using enterprise software solutions, with a focus on business process optimization.
Strong people skills and an ability to listen to the customer and translate their needs into specific actions and solutions
Ability to drive projects to completion and manage issues
Capability and interest for learning new methods and techniques
Experience and knowledge of Windows-based environments, including Windows server and Workstations, IIS and MS SQL Server, Active Directory and Group Policies, is helpful
Experience and working knowledge of databases and SQL language, is helpful
Experience and working knowledge of programming languages (e.g. C#), is helpful

Benefits

Comp & perks

You’ll be part of a growing Services organization, joining a collaborative and supportive global team.
You’ll have the opportunity to work directly with customers across diverse industries, solving real operational challenges.
You’ll gain exposure to advanced AI-native solutions that are transforming the way organizations manage knowledge.
10 paid holidays annually
Unlimited PTO
Matching 401K Plan (25% of employees' contribution up to the IRS max)
Health insurance (PPO and HDHP/HSA plans offered)
Dental insurance
Vision insurance
Life insurance (1x employee salary)
Short-term disability (employer paid)
Long-term disability (employer paid)
Flexible Spending Plan (medical and dependent)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business Automation ProcessesSolution SpecificationsDocument ManagementProgramming Languages (C#)DatabasesWindows ServerMS SQL ServerActive DirectoryGroup PoliciesIIS

Soft Skills

Problem-SolvingPeople SkillsListening SkillsCustomer EngagementTraining Facilitation