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WeSuite · 1 day ago

Document Specialist

White Plains, NY

Full-time

Onsite

Mid Level

3+ years exp

Valsoft Corporation is a global leader in acquiring and operating vertical market software companies. WeSuite is seeking a full-time Document Engineer to create, program, test, and deploy client documents within their software platform while collaborating with various teams and ensuring successful client adoption.

CRMSalesSoftware

Responsibilities

Use WeSuite’s Document Editor to build and program client proposal and contract documents

Develop custom documents (proposals, contracts, reports) for use within WeSuite software

Program automation using SQL, C#, and HTML to support data integration and formula logic

Work directly with clients during deployment to confirm scope, provide guidance, answer questions, and offer best-fit software solutions

Load, test, and validate documents with clients; manage projects through to client approval

Conduct remote working sessions via connected sessions, phone, and email

Coordinate and lead project meetings, documenting follow-up items, next steps, and completion milestones

Troubleshoot and resolve client-reported issues related to documents and reports

Analyze bugs, identify root causes, and resolve issues or document them for the development team

Support Deployment and Support teams as needed to resolve escalated client issues

Use Monday.com and other internal tools to track, document, and monitor project progress

Write articles and documentation for the WeSuite Knowledge Base to help clients understand document features and best practices

Collaborate with Account Executives, Clients, Project Management, Support, QA, and Development teams daily

Build strong relationships with clients and internal teams to ensure a smooth document deployment experience

Become a subject-matter expert in WeSuite software configuration and document capabilities

Qualification

SQL ServerC#HTMLCrystal ReportsProject managementTechnical troubleshootingClient interactionMicrosoft WindowsMonday.comZendeskExcelWordCommunication skills