Document Specialist (National)

InfoTrack US • Petaluma, CA

2d • $40,248 - $52,000 • Remote

About The Position

The Document Specialist coordinates between customers and field agents to ensure orders are completed accurately and on time. The role is part of the Operations group and reports through a Team Lead to the Fulfillment Manager. It is a full-time, hourly position with compensation of $19.35–$25.00 per hour, depending on experience and qualifications. The role may be performed remotely within the contiguous United States, excluding Alaska and Hawaii. Employees living within 25 miles of the Petaluma office must work in a hybrid capacity onsite at least three days per week, subject to applicable reasonable accommodations. Applicants must reside in the United States.

Requirements

• Must reside in the United States.
• Have process-driven experience and the ability to adapt to change, multitask, and adjust to new processes.
• Have 1–2 years or more of legal/litigation support or similar experience.
• Be able to multitask, solve problems, exercise patience, and remain calm in stressful situations.
• Have experience keeping the customer, internal or external, central to decision-making.
• Have solid computer and technical skills, including experience with Outlook, Microsoft Office, and Adobe Acrobat.
• Demonstrate a high degree of detail and accuracy, learn from mistakes to prevent recurrence, and be reliable.
• Have strong verbal and written communication skills.

Nice To Haves

• Experience with Slack and Service Cloud.
• A positive outlook and sense of humor for dealing with inevitable frustrations.

Responsibilities

• Handle customer inquiries and escalations, collaborating with customer support, customer success managers, and field affiliates to support timely deployment and status updates, accurate work orders, and responsive service.
• Meet stated productivity goals and prepare daily or weekly reports for management on individual metrics as required.
• Develop and continually improve systems for tracking orders and responsibilities to maximize customer efficiency.

Benefits

• Excellent health, dental, and vision plans.
• 401(k) match.
• 20 days of paid time off.
• Additional competitive benefits.
• Resources and training to support successful collaboration and work.
• A culture focused on learning, development, and career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed