S

Softdocs

Cloud-based ECM SaaS with workflow automation

GTM Engineer

Full-Time
$110k - $145k/yr+ Laptop/equipment stipend
Mid
Remote in USA
Remote
Sales & Account ManagementSales Operations

About the job

Requirements
  • At least 3 years of experience in marketing and/or revenue operations, growth engineering, or a similar GTM systems role, with evidence of pipeline growth success.
  • Hands-on experience with HubSpot and Salesforce, including custom fields, workflows, and data architecture.
  • Experience with Clay for data enrichment and outbound workflow automation.
  • Experience with Outreach or a comparable sales engagement platform.
  • Familiarity with Zapier or similar iPaaS tools.
  • Ability to integrate AI tools into daily operations.
  • Strong understanding of marketing attribution models.
  • Comfort working with APIs, webhooks, and data mapping between systems.
  • Fluency with spreadsheets, SQL, or BI tools to validate data and report on performance.
Responsibilities
  • Use tools such as Clay, Outreach, Apollo, and Zapier to automate outbound efforts via email, LinkedIn, and other channels, augmenting and extending the SDR team's efforts.
  • Use these tools to identify and act upon web traffic, ad interactions, and third-party intent data to nurture leads into conversion; partner with performance marketing on tracking and ensure data integrity across the funnel.
  • Own the GTM marketing stack, including data integrity and integrations.
  • Build and maintain attribution models to track marketing performance across the funnel, from first touch to closed revenue.
  • Use Clay to build enrichment, scoring, and prospecting workflows.
  • Build dashboards and reporting to track campaign performance, pipeline contribution, and channel efficiency.
  • Identify opportunities to automate repetitive GTM processes using Zapier, native APIs, or custom scripts, and suggest tools to add or replace to keep the marketing technology stack current.
  • Document processes and workflows.
Desired Qualifications
  • Experience with SQL and/or a BI tool such as Looker, Tableau, or Sigma.
  • Familiarity with advertising platforms such as Google Ads, LinkedIn, and Meta, and conversion tracking setup.
  • Basic scripting ability in Python or JavaScript for custom integrations beyond no-code tools.
  • Experience scaling a marketing technology stack at a high-growth startup.

About the company

Softdocs provides cloud-based enterprise content management software for higher education, K-12, and government. Its Etrieve platform stores documents, enables electronic forms with eSignature, routes workflows, and uses intelligent data extraction, all delivered as a SaaS service often hosted on Microsoft Azure. It differentiates itself with tight integration to student information systems and campus-wide applications and a long history dating back to 1998, focusing on institutional needs. The goal is to help educational institutions and government agencies reduce paper use, automate processes, and securely manage information.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Columbia, South Carolina

Founded

1998

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Simplify's Take

What believers are saying

  • Spring 2026 added unlimited PDF signatures, eliminating per-envelope fees for renewals.
  • Columbia College of Missouri chose Softdocs in November 2025 for AI-driven student services.
  • August 2026 expansion into Canada and EMEA widens Softdocs's addressable market.

What critics are saying

  • Ellucian ecosystem concentration turns Banner and Colleague outages into renewal crises.
  • DocuSign, Perceptive Content, and Adobe Acrobat Sign compress margins through feature parity.
  • AI transcript extraction errors trigger compliance findings, audit disputes, and lawsuits by 2027.

What makes Softdocs unique

  • Softdocs is Verified for SaaS by Ellucian across Banner and Colleague.
  • Etrieve unifies content, forms, workflow, signatures, and Connect integrations in one platform.
  • Summer 2026 added WCAG 2.2 AA viewing and AI transcript processing.

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Benefits

  • Remote Work Options
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • Life Insurance
  • Unlimited Paid Time Off
  • Paid Holidays
  • Parental Leave
  • Home Office Stipend
  • Laptop/Equipment Stipend
  • Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

5%

2 year growth

5%
PR Newswire
Oct 5th, 2026
Aurora Capital Partners acquires Softdocs, provider of process automation solutions for education and government

Aurora Capital Partners has acquired Softdocs, a provider of process automation and document management solutions for education and government institutions. Financial terms were not disclosed. Softdocs offers cloud-based enterprise content management and workflow automation solutions for higher education, K-12 schools, and government agencies. The company helps organisations manage documents securely, automate administrative workflows, and modernise operations whilst meeting security, compliance, and accessibility requirements. "Softdocs has built a leading platform with a strong market position," said Rob Fraser, partner at Aurora. The firm sees opportunities to expand the company's capabilities and reach. Softdocs serves more than 1,000 organisations globally. Aurora Capital Partners, founded in 1991, manages $6 billion in assets and focuses on middle-market companies.

Softdocs
Apr 28th, 2026
Softdocs announces Spring 2026 platform release with Etrieve Document Signatures, smarter workflows, and enhanced search.

Softdocs announces Spring 2026 platform release with Etrieve Document Signatures, smarter workflows, and enhanced search. Columbia, SC, April 27 - Softdocs, the leading provider of document management and process automation solutions for education and government, today announced the Spring release of the Etrieve platform. The updates include innovations designed to reduce manual work, improve process accuracy, and help teams get more done. The centerpiece of the Spring release is Etrieve Document Signatures. Customers are currently able to apply signatures to e-forms for efficient approval processes. Now, they can apply fully compliant electronic signatures to ad hoc PDFs. With Etrieve Document Signatures, users can upload any PDF, drag and drop signature fields, and send documents for signing without creating a form. This capability is ideal for contracts, vendor agreements, and other externally generated documents that require quick turnaround. Signed documents are automatically generated as tamper-evident PDFs with full audit logs, delivering a simple signer experience while maintaining the security and compliance institutions expect. Etrieve Document Signatures are offered with unlimited licensing, with usage-based pricing negotiated at renewal, eliminating per-envelope fees. For organizations looking to consolidate sprawl and reduce multiple expensive point solutions, this crucial new feature places document signatures where they should be: within the document management system itself. The Spring release also introduces smarter error handling within its import capabilities to ensure valid records are processed while flagging rows with errors, preventing import stops while adding data resiliency. In addition, Etrieve Content enhanced search by enabling users to save, manage, and reuse their most important searches to eliminate repetitive filtering. Institutions are being asked to do more with fewer resources. Its role is to make their systems work harder for them. These enhancements reflect its commitment to removing the burden of administrative tasks while giving teams the information they need at their fingertips to navigate important decisions. Adam Park, CEO Softdocs Together, these enhancements reflect Softdocs' continued focus on simplifying everyday administrative work while giving institutions more flexibility and control. "Every feature in this release is rooted in customer feedback and real usage patterns," said Scott Craig, Chief Strategy and Product Officer. "Our goal is to deliver improvements that feel immediately useful, fit naturally into existing workflows, and scale as organizations evolve." The Etrieve platform is delivered via a SaaS model, and all customers will receive these new capabilities automatically with no manual upgrades or downtime required. About Softdocs. Softdocs provides process automation and document management solutions to education and government. Its solutions enable colleges, universities, K-12 school districts, and state and municipal agencies to improve how they serve people, create new efficiencies, and accelerate the future of work. Softdocs solutions are used by more than 1,000 organizations around the world. For more information, visit www.softdocs.com. Apr 28 2026 Electronic Signatures

Softdocs
Feb 24th, 2026
Assumption University Selects Softdocs as the Digital Infrastructure for Modern Financial Aid and Campus Operations

Assumption University selects Softdocs as the digital infrastructure for modern Financial Aid and campus operations. Columbia, SC, February 24, 2026 - Softdocs, the leading provider of process automation and document management for education and government, announced today that Assumption University in Worcester, MA, has selected the Etrieve platform as the digital infrastructure to modernize Financial Aid and advance long-term administrative operations across campus. The university chose the full Etrieve platform to replace legacy systems Perceptive Content and Docusign. This decision consolidates document management, forms, workflow automation, and eSignatures into a secure, integrated environment to establish a consistent approach for managing critical administrative processes. Assumption will begin implementation within the Financial Aid office, where accuracy and timely service matter for the student experience and compliance matters for institutional accountability. Once live, the university plans to integrate Etrieve with Ellucian Colleague and extend the platform across campus, including Human Resources, where Etrieve will also integrate with Paylocity. Its students and their families are at the center of everything Softdocs Inc. do. Partnering with Softdocs will help Softdocs Inc. to serve them better by making their experience easier and more efficient. Softdocs Inc. want them to be spending time on research papers, not paperwork. Jason Cahoon, Chief Information Officer Assumption University Softdocs provides Assumption with a centralized platform driving high-volume, document-driven processes. Staff reduce manual tasks and manage workflows with higher productivity, while students gain clearer and more timely access to essential financial aid services. Institutions cannot afford fragmented systems when service delivery, compliance, and trust are at stake. Assumption's decision reflects a clear move toward infrastructure that supports reliable operations to sustain the university's mission. Softdocs Inc. is proud to partner with Assumption as they build a stronger foundation for campus services. Adam Park, CEO Softdocs Assumption University's approach reflects a broader shift across higher education as institutions adopt a new generation of best-in-class cloud platforms and consolidate outdated IT sprawl. With Etrieve, Assumption transforms modern administrative infrastructure to support the university well into the future. About Softdocs. Softdocs provides process automation and document management solutions to education and government. Its solutions enable colleges, universities, K-12 school districts, and state and municipal agencies to improve how they serve people, create new efficiencies, and accelerate the future of work. Softdocs solutions are used by more than 1,000 organizations around the world. For more information, visit www.softdocs.com. About Assumption University. Assumption University, founded in 1904 by the Augustinians of the Assumption, is a premier New England university for high-quality education, integrating career preparation and education of the whole person, drawing upon the best in the rich and centuries-long tradition of Catholic higher education. Assumption's graduates are known for their intellectual seriousness, thoughtful citizenship, and devotion to the common good. The University offers 37 majors and 49 minors in the liberal arts, sciences, business, nursing, professional studies, and other areas, as well as graduate degrees and professional credentials. For more information about Assumption University, please visit assumption.edu or follow Softdocs Inc. @AssumptionUMA. Feb 24 2026 Higher Education

Softdocs
Nov 7th, 2025
Columbia College of Missouri Selects Softdocs as Trusted Partner for Cloud Innovation and AI-Driven Student Services

Columbia College of Missouri selects Softdocs as trusted partner for cloud innovation and ai-driven student services. Columbia, SC, November 07, 2025 - Softdocs, the leading provider of process automation and document management for education and government, announced today that Columbia College of Missouri has selected the Softdocs Platform as its trusted partner to modernize campus operations, expand electronic forms, and introduce AI-powered automation. Columbia College is transitioning from a legacy on-premises platform to the cloud with Softdocs to bring together electronic forms, workflow automation, and document management in a single, secure platform. The college will deploy campus-wide eForms, eSignatures, and workflow automation, implement AI-assisted scanning for faster document intake, and strengthen records management through automated retention schedules. Its collaboration with Softdocs represents a bold step toward transforming the student experience. By embracing accessible, mobile-friendly solutions, harnessing the power of automation and AI, and leveraging the resilience of cloud technologies, Softdocs Inc. is building a future where innovation drives efficiency and continuity across its institution. Stephanie Stansell, Senior Director, Technology Services Columbia College The institution will be among the first to implement Softdocs' new Intelligent Transcript Processing (ITP), an application powered by generative AI that extracts data from transcripts, validates it, and delivers it in a standardized format directly into the system of record. Columbia College will also integrate with Ellucian Ethos to keep student and administrative systems closely aligned. Columbia College is making a forward-looking investment in the future of student services. Their adoption of Intelligent Transcript Processing underscores how strategic adoption of AI can create real value in higher education, eliminating manual effort and improving data accuracy in one of the most intense processes any school goes through. Softdocs Inc. is honored to partner with Columbia College as they lead with innovation and build a future-ready campus. Adam Park, CEO Softdocs Columbia College's move highlights a powerful shift underway in higher education: forward-looking institutions are adopting agile, cloud-based platforms that unlock new efficiencies for staff, improve the student experience, and open the door to innovation at scale. Their adoption of the Softdocs Platform reflects the future of higher education, where technology not only supports but actively advances institutional missions. About Softdocs. Softdocs provides process automation and document management solutions to education and government. Its solutions enable colleges, universities, K-12 school districts, and state and municipal agencies to improve how they serve people, create new efficiencies, and accelerate the future of work. Softdocs solutions are used by more than 1,000 organizations around the world. For more information, visit www.softdocs.com. About Columbia College. Founded in 1851 in Columbia, Missouri, Columbia College has been helping students advance their lives through higher education for nearly 175 years. As a private, nonprofit institution, the college takes pride in its small classes, experienced faculty and quality educational programs. With locations across the country, more than half of which are on military installations, students may enroll in Day, Evening or Online classes. Columbia College is accredited by the Higher Learning Commission and maintains a network of more than 98,000 alumni worldwide. For more information, visit ccis.edu.

Softdocs
Aug 19th, 2025
Softdocs Names Vince Silvestri as Vice President of Sales, Emphasizing the Future of AI-Driven, Product-Led Growth

Softdocs, the leading provider of cloud-based document management and process automation solutions for education and government, today announced the appointment of Vince Silvestri as Vice President of Sales.