Project Manager - Managed Services
The Company
Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government through Etrieve, an enterprise content management (ECM) platform. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies. Our core values of candor, collaboration, curiosity, grit, and inclusivity shape our approach to providing innovative solutions.
Softdocs is looking for a technology and client-oriented professional who is passionate about software implementation and revolutionizing the education sector.
The mission of the Managed Services team is to provide consistent, high‑quality delivery that helps clients continuously adopt, optimize, and rely on Softdocs solutions across their institution. Project Managers play a central role in managing ongoing client engagements, coordinating work across multiple initiatives rather than single, fixed implementations. Serving as the primary point of contact for their assigned clients, Project Managers are responsible for aligning priorities, setting clear expectations, and ensuring work is delivered in a way that supports client goals and agreed‑upon outcomes. They act as the principal coordinator across Softdocs teams and client stakeholders, driving clarity, accountability, and steady progress in a dynamic, continuously evolving service environment.
To gain a full perspective on our professional services offerings, please visit our Services Page.
- 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
- 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
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Passion & Grit – we look for individuals who are passionate about software implementation and revolutionizing the education sector, who are willing to dig in and learn from day one
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Resourcefulness – our culture offers a lot of autonomy. We admire individuals who take ownership of initiatives and drive them to successful outcomes - without a lot of oversight
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Team Minded – do right by people. It is about what is best, not who is right. Teach what you know
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Client Minded – do right by the client– ability to listen and hear what the customer is saying and not saying to deliver a superior client onboarding experience
Bonus if you have:
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Experience in leading projects with a SaaS company
Experience working in software and enterprise-level software
Experience working in K – 12, Higher Education or State and Local Government marketplaces
Softdocs is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Softdocs is the only education-focused provider of process automation and document management to enable schools to modernize campus operations and drive institutional success. We have helped hundreds of clients seamlessly integrate our platform...
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