OCM Consultant - M-Files Advisory Services
Job Description
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Who we are:
M-Files is redefining how work gets done. Our context-first document management system offers purpose-built business use cases—spanning universal and industry-specific workflows—to enable secure collaboration, automate processes, and ensure governance. Unlike traditional systems, M-Files organizes content around the context of your business, connecting documents to related people, projects, and transactions. With our unique metadata-driven architecture, organizations can model content in line with their business processes, unify information across silos, and apply AI at scale. The result is greater productivity, reduced risk, and smarter, faster decisions for over 6,000 customers in 100+ countries.
At M-Files, our Guiding Principles unite us across diverse cultures and personalities:
- Make It Happen – We set bold goals, take ownership, learn from mistakes, and relentlessly pursue results.
- Help Others – We lead with kindness, assume good intentions, hold one another accountable, and celebrate wins together.
- Love Customers – We put customers and partners at the heart of everything, delivering value with respect, fairness, and speed.
About M-Files Advisory Services
M-Files Advisory Services is a newly established practice within M-Files' Global Services organization, built to help customers move beyond deployment and get measurable business value from the M-Files platform. The practice is launching with three foundational offerings: Health Check, AI Readiness, and Organizational Change Management, and the portfolio is expected to expand quickly as the practice matures, including into higher-end advisory and management-consulting-style engagements. This is a founding hire: you'll deliver from day one and help shape how the practice is run at scale as it grows.
Role Summary
The OCM Consultant delivers M-Files Advisory Services' longest and most structured engagement—a multi-week, certified change management program that drives adoption as M-Files expands across departments. It's one of the practice's three founding service lines, and building credibility with customers, and internally, is a central part of standing it up. This is a founding hire for the practice. As a founding hire, you'll deliver the service from day one, help build the delivery methodology and collateral behind it from the ground up, and grow with the role as the Advisory portfolio expands into new and higher-end offerings.
What You'll Do
Delivery
- Design and lead a structured, multi-phase change management program for customers implementing and/or expanding M-Files across departments—from initial discovery through reinforcement and coaching after go-live. The service will be delivered for both new logos and existing customers.
- Establish and run a recurring governance cadence with the customer to track change readiness, adoption signals, resistance, and dependencies throughout the engagement.
- Apply the practice's own persona-based adoption framework to plan differentiated engagement for different stakeholder populations, rather than a single uniform approach.
- Conduct a training needs analysis to define what each affected role needs to be able to do, and by when, for training that M-Files Professional Services designs and delivers.
- Identify, build, and enable a customer-side change network to sustain adoption after the engagement ends.
- Coach the customer's executive sponsor and key designees to reinforce the change and address resistance as it surfaces.
- Establish an adoption baseline at the start of the engagement and track progress against it through close-out.
- Read a room of mixed adoption-readiness levels in real time and adjust facilitation approach accordingly.
- Partner with account teams to align engagement scope and timing with the broader account plan.
- Identify and escalate, to management and/or sales, additional service and subscription (platform expansion) opportunities surfaced during a customer engagement.
Practice Building
- Build the delivery workbooks, templates, and project plans the practice needs—most don't exist yet, and this role will help create them from the ground up.
- Take increasing ownership of the OCM enablement program—training curriculum and certification/readiness pathway guidance for future hires.
- As the team scales, take on mentoring for incoming associates in your service area.
- Proactively identify friction in delivery process, tooling, or methodology, and drive it to resolution.
- Contribute to identifying and shaping new service offerings as the Advisory portfolio expands.
Requirements
- 5–8 years of experience specifically in organizational change management, ideally within enterprise software adoption or digital transformation.
- Formal change management certification required—Prosci, ACMP (CCMP), APMG International, Kotter, Lean Six Sigma, or a validated university certification or degree in a relevant discipline—completed, not in progress.
- M-Files or comparable enterprise document/content management platform experience—required.
- Strong business acumen, with demonstrated ability to identify and resolve business process and workflow impediments.
- Comfortable and effective operating across all levels of a client organization, from end users to C-suite executives.
- Skilled facilitator with experience designing and delivering change communication and coaching programs.
- Excellent written communication skills, with experience producing executive-ready plans and reports.
- Comfortable working within AI-assisted delivery workflows.
- Comfortable building delivery collateral—workbooks, templates, scoring tools, and project plans—from a blank page.
Preferred Qualifications
- Management consulting background—strategy, operations, or business transformation—even outside change management specifically.
- Business process expertise: experience redesigning how an organization works, not only helping it adopt a new system.
- Experience helping a customer apply a platform strategically to a business problem, rather than only supporting its adoption.
- Experience applying persona- or archetype-based adoption frameworks in a workshop setting.
- Prior experience building training or enablement materials, or certification/readiness pathways, for a team.
- Experience mentoring or informally leading junior colleagues.
- Commercial instinct for spotting expansion or subscription opportunities within a delivery engagement, and comfort raising them to account and sales teams.
Benefits
- As a remote-enabled company, our employees enjoy the flexibility to establish their own life/work balance.
- 10 paid holidays annually.
- Unlimited PTO.
- Matching 401K Plan (25% of employee's contribution up to the IRS max).
- Health insurance (PPO and HDHP/HSA plans offered).
- Dental insurance.
- Vision insurance.
- Life insurance (1x employee salary).
- Short-term disability (employer paid).
- Long-term disability (employer paid).
- Flexible Spending Plan (medical and dependent).
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M-Files
View Company ProfileM-Files (operating via m-files.com) is a premier metadata-driven document management system engineered to help business and IT leaders work faster and smarter. Founded in 2002 and deeply rooted in Tampere, Finland, with global headquarters in Austin, Texas, the enterprise fundamentally redefines how knowledge work gets done. Moving far beyond traditional, fragmented folder structures, M-Files natively unifies built-in governance, powerful automation, and advanced agentic AI capabilities (Aino AI) into a single, context-first ecosystem. The platform connects documents directly to the people, projects, and transactions they support, ensuring information is always accurate, secure, and seamlessly integrated with critical tools like Microsoft 365. Under the hood, its proprietary architecture dynamically organizes content based on what it is, rather than where it is stored, empowering organizations to apply AI reliably at massive scale. Capturing widespread market trust with over 6,000 customers across 100+ countries, and recently achieving "Centaur" status by surpassing $100 million in Annual Recurring Revenue (ARR), M-Files remains a definitive cornerstone of modern information management, transforming disconnected files into connected, actionable intelligence.
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