NetDocuments Administrator

About the role

We are seeking a NetDocuments Administrator to join our Firm. This position is primarily remote, with occasional in-person presence required in our White Plains, NY office. The NetDocuments Administrator is responsible for the administration, configuration, maintenance, and support of the NetDocuments cloud-based Document Management System (DMS). This role ensures optimal system performance, secure user access, seamless integration with enterprise applications, and compliance with organizational policies and legal or regulatory requirements.

Responsibilities

• Administer and maintain the NetDocuments platform, including cabinets, workspaces, profiles, templates, and system settings.
• Configure and manage security policies, user roles, groups, and access permissions.
• Monitor system performance, troubleshoot issues, and implement solutions to ensure system reliability and availability.
• Perform system maintenance, upgrades, and configuration changes as needed.
• Provide technical support for NetDocuments users across the organization.
• Diagnose and resolve system, access, and application integration issues.
• Develop, maintain, and deliver documentation, training materials, and best practice guides.
• Conduct training sessions for power users and administrators.
• Collaborate with IT teams to integrate NetDocuments with enterprise applications.
• Support and maintain API-based integrations, workflows, and automation solutions.
• Identify opportunities to improve business processes through automation and system enhancements.
• Administer document retention policies, audit trails, and governance controls.
• Ensure compliance with organizational policies, legal requirements, and regulatory standards.
• Maintain metadata standards and document lifecycle management processes.
• Support information governance and records management initiatives.
• Serve as the primary liaison with NetDocuments Support and account representatives.
• Coordinate issue resolution, product updates, and enhancement requests with the vendor.
• Monitor software licensing, usage, renewals, and user provisioning.

Requirements

• Knowledge of Microsoft Office 365, NetDocuments, and current Windows OS
• Experience with scripting or automation technologies such as PowerShell, NetDocuments REST APIs, NetDocuments Toolkit
• Strong understanding of document management principles, information governance, metadata, and security best practices.
• Experience with Single Sign-On (SSO), Active Directory, Microsoft Entra ID (Azure AD), and cloud-based application integrations.
• Knowledge of compliance and information governance frameworks
• Knowledge of relevant firm computer software programs, with the ability to learn new software and operating system
• Knowledge of general testing procedures and methodologies
• Familiarity with software architecture and development processes
• Excellent documentation and reporting skills

Skills

• Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
• Manages Firm resources responsibly.
• Complies with and understands Firm operation, policies, and procedures.
• Performs other related duties as assigned.
• Demonstrates effective interpersonal and communication skills, both verbally and in writing
• Demonstrates close attention to detail
• Excellent analytical, troubleshooting, organizational, and planning skills
• Ability to handle sensitive matters and maintain confidentiality
• Ability to handle multiple projects and shifting priorities
• Ability to organize and prioritize work
• Ability to work well in a demanding and fast-paced environment
• Ability to work well independently as well as effectively within a team
• Ability to use discretion and exercise independent and sound judgment
• Flexibility to adjust hours and work the hours necessary to meet operating and business needs

Benef