Document Management and Workflow Specialist
6 days ago
**WHEN WAS THE LAST TIME YOU ENDED YOUR WORKDAY WITH A SMILE?**
You spend 80% of your life at work, and you should be doing what you love with people you like doing it with, all while making a difference in your community.
**How do we ensure that smile?**
- We are fun people.
- We are people who take pride in being themselves and are confident in the help we bring to those around us.
- We get genuine joy from making others around us feel heard, helped, and happy.
If you know what we are talking about, then you are in the right place in your job search journey.
**It's a great time to join our team and grow with us.**
Idealogical has been in business since 1995. We have continuously worked towards giving our employees and clients access to all the tools and benefits of working with a larger firm while maintaining the empathy and nimbleness of a small business. We take pride in what we do, have a few laughs, stay relatively casual, and deliver best-in-class service.
We are looking for a kickass Document Management Specialist to join our team.
Your code word for success is Momentum.
**Who are we looking for, you ask?**
**WHAT WILL YOU BE DOING**
- Design solutions for document management problems at clients.
- Configure, administer, and support document management systems
- Design and implement automated document workflows that enhance productivity and reduce manual handling.
- Engage with clients to assess current documentation environments and propose tailored digital transformation strategies.
- Provide consultation and training to users on system capabilities, best practices, and usage.
- Ensure secure, structured, and compliant storage and retrieval of documents across systems.
- Collaborate with internal teams to integrate document management platforms with business systems (ERP, CRM, etc.).
- Conduct audits and maintain system compliance with regulatory standards (e.g., GDPR, HIPAA, ISO).
**WHAT YOU BRING TO THE TABLE**
**Must-Have Skills & Qualifications**
- Bachelor’s degree in Computer Science, Engineering, Information Management, or related field—or equivalent experience.
- 3+ years of experience in document management systems, with proven expertise in **Canon Therefore** and/or familiarity with other platforms (e.g., Laserfiche, DocuWare, OpenText, SharePoint).
- Drivers license and a car to travel to client sites
- Demonstrated ability to build and optimize document workflows using system-native tools.
- Strong understanding of document control principles, metadata structures, and data security.
- Excellent problem-solving skills with the ability to analyze, recommend, and implement technical solutions.
- Strong communication and interpersonal skills to engage effectively with clients and cross-functional teams.
**Key To Succeed in This Role**
- Experience with workflow automation, system integration (e.g., APIs, web services), or scripting.
- Knowledge of compliance-driven document environments in industries such as finance, healthcare, or government.
- Vendor certifications (e.g., Canon Therefore Certified Professional, Laserfiche Certification, etc.) are a strong asset.
- Strong understanding of the organization's goals and objectives.
- Empathy, compassion, sense of humour.
- Exceptional written and oral communication skills.
- Outstanding interpersonal skills, with a focus on listening and questioning skills.
- Strong documentation skills.
- Ability to absorb and retain information quickly.
- Ability to present ideas in user-friendly language to non-technical staff and end users.
- Ability to take on challenges that require critical thinking and decision-making skills.
- Ability to effectively prioritize and execute tasks in a high-pressure environment.
- Experience working in a team-oriented, collaborative environment.
- Stay up-to-date with educational goals to further professional development.
- Don’t take yourself too seriously.
**WHAT CAN YOU EXPECT OF US**
By joining Idealogical, you will work with some of the industry's brightest and most experienced people in an environment where you are challenged to be the best in everything you do. Idealogical is where you can grow and develop your career in a meaningful way.
We have folks that have been with us for 5 years, 10 years, 15 years and 30 years.
Our team is everything to us and we take care of our people like we expect you to care for our clients. We foster sustainable growth, good health and overall well-being and strive hard to make you feel heard, helped, and happy.
**How we make you feel heard?**
- Anonymous feedback system led by the president to make continuous changes and improvements to solidify our already strong company culture.
- Recognition for being a team player reflected in weekly monetary wins in the form of peer praises.
- Recognition for being an exceptional employee with opportunities to win 6 different awards at our annual holiday get together.
**How we make you feel helped?**
- 6 paid training and e
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