Document Specialist (National)

InfoTrack US • Petaluma, CA

1d • Remote

About The Position

Document Specialists are key drivers of field services and operations, coordinating between customers and field agents to ensure orders are completed timely and accurately. The role reports through a Team Lead to the Fulfillment Manager within the Operations group. This is a full-time, hourly role 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 residing within 25 miles of the Petaluma office must work onsite at least three days per week in a hybrid capacity, subject to applicable reasonable accommodations.

InfoTrack connects law firms with courts and legal services through its legal technology platform. The company describes its culture as focused on professional development, open communication, transparent leadership, learning, and career growth.

Requirements

• Have 1–2 years or more of legal/litigation support experience or similar experience.
• Have process-driven experience and the ability to adapt to change, multitask, and adjust to new processes.
• Be able to problem-solve, exercise patience, and remain calm in stressful situations.
• Keep customer needs, whether external or internal, 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, reliability, and the ability to learn from mistakes so they do not recur.
• Have strong verbal and written communication skills.
• Reside in the United States.

Nice To Haves

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

Responsibilities

• Handle customer inquiries and escalations, collaborating with customer support, customer success managers, and field affiliates, with a focus on timely deployment and status updates, accurate work orders, and responsiveness.
• Meet stated productivity goals and generate 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

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) match
• 20 days of paid time off
• Resources and training to support collaboration and success
• Learning, development, and career growth opportunities

What This Job Offers

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