Forms and Data Specialist

Summary

Join SiteDocs as a Forms and Data Specialist and contribute to customer satisfaction by ensuring timely and accurate form creation, account setup, and content delivery. You will work closely with the Customer Success Team to understand their needs and provide exceptional support. This role involves managing form-building requests, optimizing forms for maximum usage, and providing assistance with other content creation tasks. You will also contribute to internal processes by reporting concerns, suggesting improvements, and collaborating with other team members. This is a remote opportunity with a competitive salary and benefits package.

Requirements

• Proven customer support experience (or other relevant experience)
• An aptitude for problem-solving
• Proficiency in using (or the ability to quickly learn) software programs and technology

Responsibilities

• Receives, manages, and executes form-building requests from Success Team members
• Understands how forms can be optimized in SiteDocs and builds content to maximize their usage in the field and using Analytics
• Provides creation of other content and account set-up requests made by the Customer Success Team (e.g. Worker imports, Location imports, and Certificate imports, etc.)
• Provides timely and accurate delivery of content according to customer needs, on the due date requested by the Success Team
• Builds and/or offers input to teammates for complex forms, especially in connection to Analytics or other products
• Tracks activities and conversations with precision and efficiency in CRM
• Provides assistance and support to other members of the Customer Success Team, when needed
• Reports to Forms and Data Team Lead regarding any concerns, highlights, or scheduling conflicts
• Provides suggestions on potential ways to improve processes, reports, procedures, checklists, and other documentation
• Balances workload with other Forms and Data Specialists, when needed
• Executes on special projects given by leadership
• Contributes to a culture of team building and continuous improvement
• Attends regular meetings and other meetings as requested

Preferred Qualifications

Experience using iPads, tablets, smartphones, and device applications is a plus

Benefits

• Health insurance (medical, dental & vision)
• Life insurance
• 401(k)
• Paid time off