Customer Solutions Manager at Evisort

Manila, Metro Manila, Philippines

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaSIndustries

Requirements

Bachelor's degree in Business Administration, Information Technology, Computer Science, Engineering, or a related field
Proven experience as a Business Analyst, Solutions Consultant, Implementation Manager, or similar client-facing role, preferably in a SaaS or enterprise software environment
Demonstrated experience in customer onboarding processes and a deep understanding of standard software feature adoption
Strong experience in conducting detailed gap analysis and defining custom software development requirements
Solid project management skills, particularly for managing post-implementation enhancements
Strong analytical, problem-solving, and critical thinking skills
Exceptional communication (written and verbal), presentation, and interpersonal skills
Willingness and ability to travel frequently to customer locations
Proficiency in process mapping tools (e.g., Visio, Lucidchart, Miro)
Experience with Agile methodologies (Scrum, Kanban) is a plus

Responsibilities

Lead the onboarding of new customers onto the EviSmart platform, utilizing its off-the-shelf features to meet their initial operational needs
Conduct thorough analysis of customer business processes, workflows, and current challenges to align them with EviSmart's standard capabilities
Provide expert guidance and best practices to ensure customers fully harness EviSmart's off-the-shelf functionalities
After onboarding, conduct comprehensive gap analysis to pinpoint functionalities that need custom development
Formulate insightful questions to uncover specific needs and pain points
Clearly identify and document features requiring custom development, articulating the business value and technical scope
Translate complex business requirements into clear, concise functional and non-functional specifications for product and development teams
Manage custom development projects as post-onboarding initiatives, ensuring alignment with client expectations, scope, and timelines
Collaborate closely with the product and development teams to ensure a shared understanding of custom requirements and feasibility
Build and nurture strong, trust-based relationships with key customer stakeholders throughout their journey with EviSmart
Act as a primary point of contact for project-related discussions, providing regular updates and managing expectations
Travel to customer sites to observe, map, and document their existing processes firsthand for accurate requirements gathering
Attend pre-sales meetings as a subject matter expert, showcasing EviSmart's capabilities and offering high-level solutions by leveraging off-the-shelf features
Assist in articulating the value proposition of EviSmart, including the potential for future customizations

Skills

Key technologies and capabilities for this role

Customer OnboardingBusiness Process AnalysisWorkflow AnalysisGap AnalysisRequirements GatheringFunctional SpecificationsProject ManagementClient Relationship ManagementCustom DevelopmentPre-Sales Support

Questions & Answers

Common questions about this position

What qualifications are required for the Customer Solutions Manager role?

A Bachelor's degree in Business Administration, Information Technology, or Computer Science is required.

Is travel required in this position?

Yes, travel to customer sites is required to observe, map, and document their existing processes firsthand.

What are the key responsibilities for customer onboarding?

Responsibilities include leading onboarding using EviSmart's standard features, analyzing customer processes and workflows, and providing guidance on best practices.

What skills are needed for managing custom development projects?

Skills include conducting gap analysis, documenting requirements, translating business needs into specifications, and collaborating with product and development teams.

What makes a strong candidate for this Customer Solutions Manager position?

Strong candidates have a deep understanding of customer processes, experience identifying gaps and defining requirements, the ability to build client relationships, and can contribute to pre-sales efforts.

Evisort

AI-powered contract analytics and management

About Evisort

Evisort provides AI-powered contract analytics and lifecycle management services to help businesses manage their contracts more efficiently. The company's technology has been trained on over 11 million contracts, allowing it to analyze a vast amount of contract data with high accuracy. This capability enables clients to search and review contracts significantly faster, reportedly improving efficiency by over 93%. Evisort serves a diverse range of clients, including sales operations directors, CFOs, and legal operations directors from various industries, helping them focus on closing deals instead of dealing with paperwork. Unlike traditional contract management solutions, Evisort's services also provide insights into contractual security risks and streamline vendor audits. The goal of Evisort is to protect and accelerate its clients' businesses by reducing the time spent on contract management and minimizing risks.

San Mateo, CaliforniaHeadquarters

2016Year Founded

$151.4MTotal Funding

SERIES_CCompany Stage

Data & Analytics, AI & Machine Learning, LegalIndustries

51-200Employees

Benefits

Unlimited PTO

Medical, dental, & vision

Remote-first work

Holiday shutdown

Wellness resources

Team events

Risks

Workday acquisition may disrupt existing client relationships and service delivery.

Partnership with Icertis may create conflicts of interest affecting market positioning.

Document X-Ray(TM) may face adoption resistance or technical issues impacting satisfaction.

Differentiation

Evisort uses AI to analyze over one billion contract data points accurately.

Evisort's Document X-Ray(TM) offers unprecedented visibility into contract agreements.

Evisort's AI technology transforms legal challenges into strategic opportunities for businesses.

Upsides

Evisort's acquisition by Workday enhances platform capabilities and customer base.

Partnership with Icertis could lead to innovative solutions and market expansion.

Recognition as a 'Top Performer' highlights strong market position and customer satisfaction.

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