Forms Specialist

Metasysinc•Portland, OR
•Onsite

About The Position

The Forms Management Specialist works at a key customer site and delivers contracted services while translating customer instructions for the production team. The role supports a specific workflow or process for the customer account and may coordinate or consult on jobs conducted onsite, offsite, or by third parties. It involves frequent customer interaction, with a focus on growing work volume and new business for the site. Daily work includes using InDesign to update proof requests according to marked-up instructions and adding fillable layers to PDFs. The position supports the forms team for The Standard Insurance Co. This is an onsite, six-month-plus contract role in Portland, Oregon, scheduled Monday through Friday, 8:00 a.m. to 5:00 p.m. An offer is conditional on successfully completing a background check and drug test.

Requirements

  • At least 3 years of experience in a related field.
  • Customer service experience.
  • Excellent customer service skills.
  • Good organizational skills.
  • PC skills and ability to use automated equipment.

Nice To Haves

  • Copy or offset printing experience.
  • Project management experience.

Responsibilities

  • Follow RICOH Service Excellence performance requirements.
  • Communicate customer instructions to the production team for higher-level work or jobs requiring specific production knowledge or skills.
  • May serve as an onsite or offsite sales coordinator.
  • Design and create forms and other print materials requested by the customer.
  • Adhere to production schedules and deadlines.
  • Review proofs and work with printers on production of printed materials.
  • Use InDesign to update proof requests based on markups and add fillable layers to PDFs.
  • Perform other duties as assigned.
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