Document Specialist (Hybrid)

Responsibilities

• Handle customer inquiries and escalations, collaborating with customer support, customer success managers, and field affiliates.
• Focus on timely deployment and status updates, accuracy of work orders, and responsiveness.
• Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required.
• Develop and continuously improve systems for tracking orders and responsibilities to maximize efficiencies for our customers.

Requirements

• Productivity - process-driven experience with ability to adapt and change; ability to multi-task and adapt to new processes crucial.
• Legal / Litigation Background - 1-2 years (or more) of legal/litigation support or similar experience (California experience preferred).
• Problem-Solving and Poise - ability to multi-task and problem-solve; also, exercise patience and remain calm in stressful situations.
• Customer Focus - experience in keeping the customer (whether external or internal) as a constant element in decision-making.
• Technology - solid computer and technical skills (experience with Outlook/Microsoft Office suite and Adobe Acrobat imperative; Slack and Service Cloud a big plus).
• Quality - high degree of detail and accuracy, learns from mistakes so that they never re-occur; reliability a huge factor as well.
• Communicator - strong verbal and written communication skills.
• Attitude - having a positive outlook and a sense of humor to deal with the inevitable frustrations is a plus.

Qualifications

• Must reside in the United States.
• Must be available to work on-site a minimum of 3 days per week at our Petaluma office location.

Skills

• Outlook
• Microsoft Office Suite
• Adobe Acrobat
• Slack
• Service Cloud

Benefits

• Excellent health, dental, and vision plans.
• 401k match.
• 20 days of paid time off.
• Plus more competitive benefits.