Solution Specialist - Autodesk Forma

Client Discovery & Workflow Assessment

• Lead or support discovery sessions to understand existing workflows, systems, and project delivery methods


• Document processes, pain points, user roles, and business objectives


• Identify opportunities to improve planning, collaboration, coordination, and data management


• Define success metrics and measurable implementation outcomes

Configuration & Implementation Support

• Deliver guided configuration sessions for Autodesk Forma solutions


• Assist with setup of projects, roles, permissions, templates, and standards


• Align workflows with client needs and best practices


• Provide guidance on integrations within the Autodesk ecosystem

Training & Adoption

• Deliver role-based training for administrators, teams, and end users


• Develop training materials and documentation


• Support onboarding and early adoption efforts


• Promote best practices across project lifecycles

Workflow Optimization & Documentation

• Recommend improvements to enhance efficiency and collaboration


• Support standardization of processes across teams


• Document configurations, recommendations, and next steps


• Identify opportunities for expanded services and ongoing support

Opportunity Development & Qualification

• Participate in discovery calls with prospects and clients


• Identify challenges aligned to Autodesk Forma capabilities


• Translate business needs into solution recommendations


• Assess technical fit, readiness, and opportunity value

Solution Positioning & Demonstrations

• Position Autodesk Forma across AECO roles and use cases


• Align messaging with outcomes such as improved visibility, reduced risk, and better data management


• Deliver tailored product demonstrations and presentations


• Show how Forma integrates within client technology ecosystems

Scope Development & Sales Enablement

• Contribute to scopes of work, roadmaps, and implementation plans


• Estimate timelines, effort, and dependencies


• Support proposals and statements of work


• Develop sales enablement materials and coach teams on opportunity identification

• Strong knowledge of Autodesk Forma and related AECO workflows


• Familiarity with Autodesk Construction Cloud and the broader Autodesk ecosystem


• Ability to configure, demonstrate, and support cloud-based project delivery platforms


• Understanding of design, construction, and project information management processes


• Skilled in developing implementation plans, adoption roadmaps, and workflow improvements

Consulting & Communication Skills

• Strong client discovery, interviewing, and problem-solving abilities


• Ability to translate business challenges into practical technology solutions


• Excellent communication, documentation, and presentation skills


• Experience facilitating workshops and supporting organizational change


• Ability to balance industry best practices with client-specific needs

Presales & Sales Enablement

• Experience supporting sales qualification and opportunity strategy


• Confidence delivering technical demos and executive-level presentations


• Ability to articulate value in business terms


• Skilled in identifying risks, assumptions, and scope boundaries


• Ability to coach sales teams, create enablement materials, and support pipeline growth