Full-Time
Degree - 4 Year Degree
Computer Software
Consultant
The Form Designer will create custom, dynamically generated, data-driven documents using software similar to Crystal Reports. He/she will make sure that new customers are implemented on the Sell Platform by having a custom branded proposal document or set of proposal documents with the functionality and visual elements needed to present proposals to the end user. He/she will need to understand customer requirements and translate them into quote or proposal document using Sell’s design tools.
Responsibilities / Essential Duties:
• Convert existing customer Word/Excel/PowerPoint/PDF documents into clean professional, looking Sell Proposals
• Build templates in Sell to pre-fill content and pricing for customers
• Organize content into manageable and maintainable templates
• Find and create the best solution to the functionality and workflow challenges presented by existing customer documents and processes
• Work with the Business Consultant to scope and deliver customer projects
• Ensure that consistent branding and functionality is maintained across all customer documents and Order Porter page
• Use rules based logic engine that controls the flow and layout – daily
• Use of script engine with C# - more sophisticated forms
• Collaborate with implementation team and development team to ensure adoption of the software
• Other duties may be assigned as needed
• Proficient in Microsoft Windows 7 and in Microsoft Office 2010; Word, Excel, PowerPoint and Visio
• Typing skills required
• Outside the box thinking to streamline both the look and functionality of documents
• Strong work ethic
• Ability to work well under pressure and prioritize assignments
• Great customer service attitude and strong communication skills
• Excellent organization skills and commitment to personal time tracking
• Proactive approach to customer success
• Excellent listening and communications skills, both verbal and written
• Strong customer relationship skills
• Problem-solving abilities
• Ability to meet deadlines
• Ability to build positive and collaborative relationships
• Willingness to develop professionally
• Ability to work with little supervision
• Excellent listening and communications skills, both verbal and written
• Strong customer relationship skills
• Organized, detail oriented, self-motivated and able to work in a fast paced environment
Education / Previous Experience:
• Experience with Crystal Reports, SSRS or other Report Generator software design experience is needed.
• Design and image manipulation software experience with Photoshop, Gimp, or Illustrator is useful.
• Experience with CRM applications such as SalesForce, Dynamics CRM, NetSuite, Sage, SaaS and web deployed applications helpful.
• Some college required (2 years)
• Bachelor’s degree preferred
Working Conditions:
• Professional office environment
Only local candidates need apply.
The statements above are intended to describe the general nature and level of work being performed by people assigned to this job.  Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ConnectWise is an Equal Opportunity Employer.