Electronic Agreement Entry/Templates Specialist – Remote

Remote, United States

Company : ABC Fitness Solutions

It’s fun to work in a company where people truly BELIEVE in what they’re doing!

We’re committed to bringing passion and customer focus to the business.

Job Description

INTRODUCTION:

This position is directly responsible for the maintenance, mapping, and upload of electronic and paper documents, and taking inbound calls regarding this departments 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.

WHAT YOU’LL DO: 

• Field internal 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 prior to 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
• Onsite support of EAE, template branding and collection of feedback as needed
• Provide updates on 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 with implementation teams, CM team, and EM team to identify needed documentation and the best format for 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 manager or management
  • Regular and reliable attendance required

WHAT YOU’LL NEED:

• 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 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 One Note
• 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 designated work area clean and free of possible distractions
• Bachelor’s Degree or work experience equivalent (2 years)
• Computer skills in the Windows environment
• Some previous Adobe InDesign, Adobe PageMaker and Adobe Acrobat Experience (preferred but not required).
• Ability to problem solve using deductive reason 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

AND IT’S GREAT TO HAVE:

• Adobe PageMakeer and Adobe Acrobat Experience

If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us!