Hyland

Revenue Operations

• Assist with user setup, access requests, and permission changes
• Maintain basic system configurations and settings
• Execute routine platform administration tasks following established procedures
• Escalate complex technical issues to senior team members as needed
• Respond to routine user questions and service requests
• Troubleshoot basic application issues using documented procedures
• Support onboarding activities for new users
• Maintain user documentation and knowledge articles
• Monitor data quality reports and identify discrepancies
• Perform routine data cleanup activities
• Support data imports, exports, and validation efforts
• Support system testing activities and document results
• Assist with testing new enhancements and releases
• Participate in platform upgrade testing
• Support vendor ticket tracking and issue documentation
• Create and maintain standard reports and dashboards
• Assist in gathering reporting requirements
• Monitor system adoption and usage metrics
• Document business processes and system requirements
• Support process improvement initiatives through data collection and documentation

Revenue Operations System Administrator

Account Executive

• Lead the overall strategy for designated accounts and develop sales plans for existing and prospective accounts
• Operate as a trusted advisor to senior and executive-level leadership
• Generate and maintain a constant sales pipeline
• Develop and communicate accurate real-time sales forecasts
• Record customer account information, opportunities, commitments, conversations, visits, and sales calls in the CRM
• Educate customers on company solutions and create new opportunities
• Partner with sales solution engineers to develop and deliver software demonstrations
• Engage company specialists and support resources to advance opportunities
• Determine the viability of RFP requests and influence the development of responses
• Develop closing plans and strategies for accounts
• Lead negotiation and contracting processes to close deals on time
• Build strategic internal working relationships to enhance sales execution
• Attend and contribute to trade shows and company marketing efforts
• Educate and influence executives on future business and technical needs
• Serve as an innovative thought leader and subject matter expert for the sales team
• Mentor, coach, and influence team members
• Strategize to implement market trends and best practices

Strategic Account Executive

Consultant

• Gather business process and technical requirements from client stakeholders
• Estimate design and configuration effort based on approved requirements
• Design and build solutions using best practices and application development tools
• Compose documentation outlining solution requirements
• Demonstrate configured solutions or prototypes to customers
• Test configured solutions and resolve issues
• Create training materials and conduct customer training sessions
• Develop and execute migration plans into production environments
• Define upgrade plans and execute software upgrades
• Participate in infrastructure discussions to define system infrastructure needs
• Monitor project budget, scope, and timeline
• Communicate issues with project managers and senior team members
• Transition key information to technical support teams

Alfresco Solution Consultant 2 – EMEA

Manager

• Manage a high volume of low-value ARR customer renewals with limited negotiations
• Secure timely renewals and support revenue retention within assigned accounts
• Assist with proactive renewal management and achievement of renewal rate goals
• Collaborate with Account Teams to develop and execute renewal strategies
• Partner with Customer Success, Sales, Product, and Support teams
• Communicate renewal products, pricing, terms, value propositions, and contract options
• Review forecast renewal pricing, timing, and risk factors
• Prepare regular reports and insights for leadership to inform retention strategies
• Update customer information, renewal details, and engagement notes in company systems
• Review renewal agreements for clarity of terms, obligations, and risks
• Provide feedback to internal stakeholders and support compliance with company policies
• Attend enablement training and complete professional development programs

Associate Renewal Manager

Project Manager

• Manage all aspects of customer implementation projects from initiation through project closure
• Drive solution definition, resource allocation, project direction, team building, budget control, non-conformity resolution, and overall risk management
• Plan, lead, and control projects and related personnel using project methodologies and tools
• Lead team and client meetings, ensure timely follow-up, and hold project team members accountable
• Develop and manage project plans covering goals, strategy, staffing, and scheduling
• Create and maintain comprehensive project documentation and contribute to methodology evolution
• Design solutions, resolve conflicts, serve as a first-level escalation point, and manage delivery aligned with customer business value
• Manage client expectations and day-to-day interactions
• Identify and mitigate risks while delivering timely updates to internal and external stakeholders
• Orchestrate professional services delivery and promote future software and services opportunities
• Act as a trusted advisor, mentor team members, and contribute to the team's best-practice knowledge base

• Develop comprehensive sales plans to meet or exceed quota
• Identify and prioritize opportunities for assigned high-risk, high-impact customers or partners
• Act as a trusted advisor to senior and executive-level leadership
• Develop and communicate accurate real-time sales forecasts
• Record customer account information, opportunities, commitments, conversations, visits, and calls in the CRM
• Educate customers on company solutions and create new opportunities
• Partner with sales solution engineers on software demonstrations
• Engage specialists and support resources to advance opportunities
• Determine the viability of RFP requests and influence response development
• Develop closing plans and lead negotiation and contracting processes
• Build strategic internal relationships to enhance sales execution
• Attend and contribute to trade shows and marketing efforts
• Educate and influence executives on future business and technical needs
• Serve as a thought leader and subject matter expert for the sales team
• Mentor, coach, and influence team members
• Contribute to the growth and quality of sales processes
• Consult on market trends, best practices, and industry insights

Principal Account Executive

• Develop and execute strategic sales plans to meet or exceed quota
• Identify and prioritize high-impact opportunities within the healthcare vertical
• Initiate and maintain relationships with healthcare executives, customers, partners, and key stakeholders
• Build and sustain a strong sales pipeline using company resources
• Develop and communicate accurate, real-time sales forecasts
• Refine account management strategies and improve the sales process
• Partner with sales solution engineers to develop and deliver software demonstrations tailored to healthcare use cases
• Record customer account information, opportunities, commitments, conversations, visits, and calls in the CRM
• Assess healthcare RFP viability and influence response development
• Lead negotiations and complex deals to timely closure with internal leadership
• Attend and contribute to trade shows and company marketing efforts
• Engage specialist and support resources to advance opportunities
• Comply with privacy and data security policies

Account Executive – Healthcare

• Develop a comprehensive sales plan to meet or exceed quota, including identifying and prioritizing opportunities for existing and potential customers or partners
• Initiate and maintain contact with customers and partners to develop, sustain, and expand business relationships
• Collaborate with company resources to build and manage pipeline
• Partner with sales solution engineers to develop software demonstrations
• Participate in customer-facing presentations
• Develop closing plans for accounts
• Engage internal leadership in negotiation and contracting processes
• Ensure deals close on time as forecasted
• Assess the viability of RFP requests and influence the development of competitive responses
• Record customer account information in the CRM, including opportunities, commitments, key conversations, customer visits, and sales calls

Product Manager

• Identify customer needs, market signals, and improvement opportunities within the Intelligent Document Processing product area
• Maintain assigned portions of the product backlog
• Support the product roadmap and translate product vision into actionable work
• Assess market opportunities using industry data and internal insights
• Inform prioritization recommendations and contribute to business cases
• Gather data, clarify requirements, and help evaluate options
• Contribute to backlog prioritization aligned with program and business objectives
• Collaborate with engineering, UX, and technical leadership to refine requirements
• Participate in launch readiness with Marketing, Services, Support, Enablement, and Training
• Build and maintain relationships with internal stakeholders and gather feedback
• Support delivery of training sessions or demos under senior product manager guidance
• Develop internal and customer-facing resources for new features and product updates
• Apply data-driven insights to support product decisions and communicate findings across cross-functional teams

Product Manager – Intelligent Document Processing

General

• Lead critical incident response operations, assess incidents, define priorities, and implement incident action plans
• Ensure timely and accurate stakeholder notifications throughout the P1 incident lifecycle
• Control escalations and engage appropriate individuals and teams to accelerate resolution
• Handle escalations during active incidents
• Ensure proper shift handovers when incidents span multiple shifts
• Maintain internal records throughout the incident lifecycle
• Provide inputs to Problem Management for Root Cause Analysis where necessary
• Act as process owner for organizational change management activities
• Develop, maintain, and enforce change management policies, standards, and procedures
• Collaborate with IT, Operations, and business stakeholders to evaluate, authorize, and monitor change requests
• Track change metrics and generate reports
• Continuously improve the change management process
• Provide guidance and training on change management practices

Senior Cloud Specialist

Solutions Engineer

• Act as the technical lead for complex customer engagements throughout the pre-sales process
• Apply solutions and industry-vertical knowledge to lead pre-sales meetings, identify technical requirements, and formulate solution strategies
• Create and present proposed-solution demonstrations to key customer stakeholders
• Coordinate meetings with global services to transition key information and ensure seamless customer handoffs
• Compose internal documentation reflecting all activity related to the solution strategy
• Provide technical responses for Requests for Proposals (RFPs)
• Improve internal efficiencies and stay current on best practices, market trends, and emerging technologies
• Present Hyland solutions at trade shows, conferences, and industry events
• Mentor, coach, train, and provide feedback to team members
• Partner with development on solution enhancements and contribute to the growth and technical capabilities of the pre-sales organization

Senior Sales Solution Engineer

Associate

• Deploy basic solutions in cloud environments, including new installations, upgrades, and migrations
• Build and configure basic cloud infrastructure and install domain-specific modules and configurations
• Gather customer information and understand customer needs to configure solutions accordingly
• Provide proactive suggestions and answers throughout the deployment process
• Collaborate with cloud teams on configuration and environment setup
• Assist customers with application configuration and testing
• Test deployed solutions before go-live
• Troubleshoot and resolve issues related to upgrades, installations, and configurations with team oversight
• Support customers throughout go-live and maintain ownership of requests through resolution
• Provide regular deployment updates and address customer concerns
• Document customer case progress and all deployment activities
• Apply technical knowledge of supported software to solution deployment and issue resolution