Job Description

Job Title: Implementation Consultant, Professional Services (SaaS / Policy Management)

Location: Cary, NC (Hybrid)

Reports to: Professional Services Manager

At DocTract ( we are on a mission to simplify policy management for the organizations that matter most. Founded in 2018 by industry veterans, we've built a modern, cloud-based platform that leverages the power of AI to simplify the entire policy lifecycle. We are a dedicated partner to leaders in healthcare, finance, education, and government, helping them navigate complex compliance and keep their organizations secure.

As we rapidly expand, we are looking for a hands-on, consultative professional to join our Professional Services team. This is a critical role focused on guiding new clients through successful onboarding, ensuring they realize the full value of our platform and become long-term partners.

Why Join DocTract

We are the trusted, dedicated partner for high-stakes fields, backed by a 5-star rating across major software review platforms and a SOC 2 Type 2 attestation for security. Our company culture is built on three core pillars: Innovation, Impact, and putting our Customers First.

• Implement a Market-Leading Product: You'll be implementing a modern, AI-powered platform designed to solve complex regulatory and compliance challenges.
• Make a Direct Impact: Our structure allows you to work directly with clients and see the immediate, positive impact of your work on their success.
• Collaborate with Experts: You'll work with smart, driven teammates and report directly to a "player-coach" manager who is invested in your professional growth.
• Be Invested In: We are committed to your growth and reward high performance. Your work directly impacts customer success and company growth.

Our Commitment to You (Benefits & Culture)

We invest in our people. Our comprehensive benefits package includes :

• Medical, Dental, and Vision Insurance
• Life Insurance
• Short-Term & Long-Term Disability Insurance
• 401(k) Plan with 401(k) Matching
• Paid Time Off (PTO) & Paid Holidays

What You'll Achieve (Core Responsibilities)

As an Implementation Consultant, you are the hands-on consultative partner responsible for the success of new client onboardings. You will own the implementation experience from post-sale to go-live.

• Lead Client Implementations: Guide new clients through a structured, high-impact implementation process designed to drive swift, successful user adoption.
• Act as the Solutioning Partner: Lead discovery sessions to deeply understand client goals, then translate those inputs into system configuration, workflows, implementation decisions, training, and rollout plan to ensure maximum value is achieved.
• Facilitate Data Migrations: Assist or complete in the preparation of key data needed for initial population of the system through Excel or CSV imports.
• Provide Configuration Expertise: Serve as the primary resource for best practices and configuration expertise. You will proactively suggest workflows and features to help clients build a streamlined solution.
• Drive Project Management: Expertly manage project timelines across multiple implementations, coordinate with client stakeholders, and ensure all parties are aligned to achieve a successful and timely go-live.
• Ensure Customer Success: Partner closely with our Sales and Customer Success teams to ensure a smooth handoff and serve as the liaison for client needs with our Product and Engineering teams.

What You'll Bring (Qualifications)

Required:

• 3-5+ years of experience in B2B SaaS implementation, onboarding, technical solutioning, or professional services.
• A True Customer-First Mindset: You are passionate about customer satisfaction and are as invested in the client’s success as they are.
• Exceptional Project Management Skills: You are highly organized, proactive, and can successfully manage multiple client implementations at different stages.
• Hands-on Technical Confidence: You have demonstrable experience configuring B2B SaaS platforms and completing data migrations.
• An Owner's Mindset: You are proactive, self-motivated, and hold yourself accountable to learn, adapt, and improve.

Highly Valued (Bonus Points):

• Industry Experience : Experience in policy management, GRC (Governance, Risk, Compliance), or implementing software into regulated industries (e.g., Healthcare, Government, Financial Services).
• Technical Integration Experience: Familiarity with enterprise integrations such as SSO (SAML/OIDC) or SCIM, and data migration strategies.
• Certifications: PMP, CSM, or other relevant project management certifications.

Ready to Apply?

If you are ready to bring your expertise and passion to a high-impact role at a growing company, we want to hear from you!

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