Professional Services Consultant - iQuote
Accelerate Performance.
About CAI
CAI Software builds digital work execution platforms and software solutions that help manufacturing businesses operate with greater clarity and control. Our people bring structure to complexity by replacing fragmented, paper-based processes with connected digital workflows that improve visibility, compliance, and decision-making in real industrial environments. With 45+ years of experience and a presence across 10+ countries, CAI combines deep industry understanding with practical technology. Our teams work across 15 core industries and support 5,000+ customers, guided by sound judgment, long-term thinking, and outcomes that endure.
CAI Business Units and the Markets We Serve
CAI Software is organized into three business units - Graphic Communications, Process Manufacturing, and Discrete Manufacturing – aligned to the markets we serve. This structure allows our teams to stay close to customer needs while operating with the scale and support of a global software company.
This role is part of our Graphic Communications business unit, which serves the global print and packaging industry with ERP and production software designed for commercial printers, packaging manufacturers, promotional and transactional print providers, sign and display manufacturers, and in-plant print operations. Our solutions help customers manage complex production environments, improve operational visibility, and deliver high-quality products efficiently and profitably.
About the Role
The Professional Services Consultant configures the product to match each customer’s business processes and help teams adopt it with confidence. They turn the approved solution design into a working system, guide customer super users, and prepare everyone for a smooth validation and go live. In short, they execute the plan and coach the customer through it.
What You’ll Do
Solution Delivery
- Configure the system according to the approved design and configuration specifications. You translate requirements into working setups for workflows, data, and roles.
- Prepare environments for validation and production following the implementation approach and guardrails set by architecture.
Customer Enablement
- Deliver or coordinate training for the customer core team, focusing on practical scenarios they will actually run.
- Mentor super users so they can demonstrate proficiency to the project sponsor during milestones and UAT.
Testing and Validation
- Help define and execute test cases tied to requirements and acceptance criteria. Support defect triage and retest until acceptance is met.
- Validate data and configurations against expected outcomes in prototypes and pre‑production builds.
Go Live and Post Go Live
- Support cutover tasks, runbooks, and day one activities, then stabilize the solution with the customer team.
What We’re Looking For
- Possess a Bachelor’s Degree in Computer Science, Printing, or equivalent discipline. Experience may be considered in lieu of Degree
- 3+ years delivering software implementations into a customer environment or performing IT Services, hands‑on experience configuring enterprise or vertical software ERP solutions and guiding customers through change
- Printing industry experience/knowledge is preferred
- Possess excellent organization, communication, written, presentation and problem-solving skills
- Comfortable reading design documents and turning them into precise configuration steps and test cases
- Strong communicator and trainer with an eye for detail and follow through
- Strong understanding of Enterprise Resource Planning / Management Information Systems, computer operating systems and relational databases
- Can manage multiple priorities and multi-task
- Have a working knowledge of Client/Server architecture
- Ability to travel up to 60%
- A Strong knowledge of the following within the Print industry would be considered an asset:
- Estimating
- Planning
- Scheduling
- Production
- Knowledge and experience with the following EPS software would be considered an asset:
- iQuote
- iPlan
- PrintFlow
- Monarch Foundation
Why Join CAI
At CAI, we are building something that matters. With 6,200+ customers across 15+ industries and active investment in AI-driven performance tools, we are positioned to define what the next generation of manufacturing software looks like — and we are building the team to lead that work.
Our four pillars define how we deliver for customers — and how we work:
- Built to Fit - Fits how your business runs so performance comes standard
- Built to Expedite - Speeds time to performance without heavy lifts or delays.
- Built to Deliver - AI turns action and insights into measurable performance.
- Built to Scale - Sustains and scales performance without disruption.
CAI Software is an “EEO/Veterans/Disabled employer.”
Equal Employment Opportunity
CAI Software is an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, , genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.
Disability Accommodation
CAI Software endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use the online application process and need an alternative method for applying, please contact us at [email protected] or send an e-mail with your specific accommodation request.
Work Authorization
Applicants must be authorized to work in the United States. CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with the Immigration Reform and Control Act of 1986 (IRCA).
Pay Transparency Nondiscrimination
CAI Software will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).