Docusign config consultant at BI Solutions

We are seeking a skilled DocuSign Configuration Consultant to join our team and optimize our document workflow processes. The ideal candidate will have a deep understanding of DocuSign's capabilities and be able to effectively configure the platform to automate and streamline our document management tasks. 

 

Responsibilities 

 

Workflow Design: Develop and implement customized DocuSign workflows that align with our business processes and requirements. 

Configuration: Configure DocuSign settings, templates, and envelopes to automate document routing, signing, and data extraction. 

Integration: Integrate DocuSign with our existing systems (e.g., CRM, ERP) to create a seamless document workflow experience. 

Training: Provide training and support to our team on DocuSign usage and best practices. 

Troubleshooting: Diagnose and resolve issues related to DocuSign configuration and implementation. 

Continuous Improvement: Identify opportunities to optimize DocuSign workflows and processes to improve efficiency and productivity. 

Qualifications DocuSign Expertise: Proven experience with DocuSign configuration, including a deep understanding of workflows, templates, envelopes, and integrations. 

 

Technical Skills: Proficiency in using DocuSign's API and integration tools. 

Problem Solving: Strong analytical and problem solving skills to identify and resolve issues efficiently. 

Communication: Excellent communication skills, both verbal and written, to effectively collaborate with team members and stakeholders. 

Adaptability: Ability to adapt to changing business requirements and learn new technologies. 

 

Preferred Qualifications Certifications: DocuSign certifications (e.g., DocuSign Certified Administrator, DocuSign Certified Developer). 

Industry Experience: Experience in our industry or a related field.