Templates Specialist

ABC Financial Services

1d•Remote

About The Position

This position is directly responsible for the maintenance, mapping, and upload of electronic and paper documents, and taking inbound calls regarding this department's responsibilities. This position is responsible for conferring with account executives, account managers, onsite implementation managers, other client implementation employees, and clients to collect and implement requirements set by the internal and external clients.

Requirements

Must type 40 WPM
1 Year experience with DataTrak or equivalent
Knowledge of iSeries 870, CRM, ServiceNow, Microsoft Office Suite products, Outlook, Adobe Creative Suite, and DataTrak
Excellent organization, communication, phone, and writing skills with a passion for good design and strong attention to detail
Ability and desire to learn complex systems quickly
Strongly developed analytical and troubleshooting skills
High proficiency in documentation tools such as Adobe Suite and OneNote
Must be dedicated to be available on call 24/7
Must be customer-focused and service-oriented
Must be able to organize, prioritize, multi-task and complete work with multiple deadlines
Must be able to work effectively under frequent interruptions and changing requirements
Must keep the designated work area clean and free of possible distractions
Bachelor’s Degree or work experience equivalent (2 years)
Computer skills in the Windows environment
Ability problem solve using deductive reasoning skills in a timely manner
Basic skills, including but not limited to addition, multiplication, and division of whole numbers, decimals, and fractions
Flexibility and adaptability to frequent change
Employee may be required to furnish mobile services and devices necessary to receive business communications continually, including voice, text, email, and the ability to connect to ABC’s enterprise email server.

Nice To Haves

Some previous Adobe InDesign, Adobe PageMaker, and Adobe Acrobat Experience (preferred but not required)

Responsibilities

Field calls and assist with discussions regarding Templates
Assist with escalation of issues and assist with clarification and provide advice for best practices
Use product knowledge and troubleshooting skills to resolve issues
Communicate effectively with external and internal customers to establish proper expectations
Map and Upload all electronic documents into DataTrak
Updating the mapping of documents to match DataTrak configuration
Uploading new and replacement electronic documents into DataTrak
Present DataTrak demos for clients and 3rd party vendors as needed
Provide training to internal and external clients on template changes
Collect feedback and make revisions to templates as requested
Updating templates in iPad systems as needed
Inspect and verify that all ABC required information is included on the Electronic Document for final approval and before uploading to DataTrak
Collect feedback and make revisions as requested
Assist with the cleanup of new and existing templates
Cross-train and communicate with Product Implementation employees on template creation and the template workflow
Take calls from account executives, account managers, field support technicians, and clients to implement changes to the templates
Field questions pertaining to the clients’ member documents and templates
Provide daily and monthly reports for external teams as needed
On-site support of EAE, template branding, and collection of feedback as needed
Provide updates on the progress of templates, order delivery status, current location, estimated delivery dates, etc
Stay current and knowledgeable on all ABC products
Attend scheduled training sessions
Participate in department meetings
Contribute to product development discussions
Works heavily with implementation teams, CM team, and EM team to identify needed documentation and the best format for the end-user application
Works with outside Vendors for optimum solutions for clients to ensure proper pricing and processes
Ensures cross-team and cross-department cooperation
Perform other duties as assigned by the manager or management
Regular and reliable attendance required