Document Management and Workflow Specialist

Document Management and Workflow Specialist

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.

• 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.

About the Role

We are seeking a skilled Document Management Specialist with expertise in Canon Therefore™ and other document management systems such as Laserfiche, OpenText, DocuWare, or SharePoint DMS. The ideal candidate combines a technical background with workflow engineering experience and a consultative approach to helping clients achieve their digital transformation goals. You will support internal teams and clients in building secure, efficient, and automated document workflows that align with business processes and compliance requirements. This position is client‑facing.

Responsibilities

• 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).

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).
• Driver’s 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.

Preferred Skills

• 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.

Benefits & Culture

• 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.
• Six paid training and education days per year to help you fill your knowledge gap.
• We invest heavily in helping our people acquire skills dictated by the IT industry and pay for your professional certifications.
• Distinct regular events infused with competitive team games, good food, and great conversations.
• In‑house Chiropractor services provided by our trusted health practitioner.
• In‑house Massage facility where you can take a break during the day and relax.
• An organization‑wide group of people who look out for you and go above and beyond to help each other succeed.
• Competitive base salary.
• Three‑week vacation to start.
• Six personal days for uninvited sicknesses, personal commitments, or just a day off.
• Comprehensive health and dental benefits.
• State‑of‑the‑art office space carefully designed to help you transition from the fatigue caused by work‑from‑home settings.

Equal Opportunity & Application

Only those applicants that are selected for interviews will be contacted. Please do not contact the company directly. We are committed to providing equal opportunities for persons with disabilities. Accommodation is available at all stages of the recruitment process, at the candidate’s request.

Referrals increase your chances of interviewing at Idealogical Group by 2x.

Location

Markham, Ontario, Canada

#J-18808-Ljbffr