SalesforceProject ManagementCommunicationRemote Work
About this role
Role Overview
Make clients wildly successful through ongoing delivery, support, and optimization of Softdocs Platform solutions
Serve as the primary day‑to‑day point of contact for Managed Services clients, ensuring clear communication around priorities, scope, timelines, and outcomes
Lead Managed Solutions Consultants and adjacent team members within a matrix‑based resource model to ensure consistent delivery and shared understanding of client commitments
Manage multiple concurrent client engagements, proactively anticipating changes in priorities, scope, or capacity and adjusting plans accordingly
Define, track, and communicate clear, easy‑to‑understand delivery metrics that support transparency with clients and internal stakeholders
Collaborate cross‑functionally within Softdocs to support client engagement efforts and contribute to the ongoing improvement of Managed Services offerings
Provide as-needed, concise status reporting to Softdocs teams on client health, delivery progress, and risk areas
Partner with the Client Success team to review client experience data, translate insights into action, and continuously elevate the quality of Managed Services engagements
Requirements
Comfortable managing ongoing, evolving client work rather than fixed, milestone‑based projects
Able to prioritize competing requests, make tradeoffs, and clearly communicate what gets worked on — and what doesn’t
Communicates clearly and directly with clients and internal teams, especially when expectations need to be reset or clarified
Detail‑aware and organized without being rigid; can adapt plans as priorities shift
Takes ownership of outcomes and follows through without needing heavy oversight
Uses available tools (SharePoint, OneNote, Excel, Outlook, Loop, Salesforce) to stay organized and keep work visible
Experience with project management tools is a plus, but sound judgment and communication matter more.