Forms and Data Specialist

Job description

The Role, Forms & Data Specialist

Overview: A Forms and Data Specialist is intended to keep customers and partners happy and paying by providing them with exceptional content in their SiteDocs accounts, driving adoption by helping customers realize value and achieve outcomes using our solutions.

A Forms and Data Specialist’s primary goal is to ensure customers’ forms are built in a timely and accurate manner, contributing to their continued, long-term success as customers. We quantify a customer’s success by the ongoing renewal of their SiteDocs Products. Additionally, they will provision new customer accounts with what they need to get started on the right foot and experience value upon initial login. Therefore, a Forms and Data Specialist’s efforts contribute to the overall happiness of the customer, which leads to renewal and achieving recurring revenue goals at SiteDocs.

Your Most Important Initiatives:

Customer Focused

• 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.

Internal Focused

• 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.

What You Bring:

• Proven customer support experience (or other relevant experience).
• Experience using iPads, tablets, smartphones, and device applications is a plus.
• An aptitude for problem-solving.
• Proficiency in using (or the ability to quickly learn) software programs and technology.

Our success is rooted in a wonderfully wholesome culture, best defined by our four overarching values:

• Authentic Relationships - People are never a means to an end.
• Continuous Learning - Test every assumption and never stay stagnant.
• Interdependence - We build systems that require everyone to perform with excellence, we are a team, and we succeed or fail together.
• Data Driven Decisions - Because wisdom requires understanding the facts of the matter, disputes between competing perspectives are resolved with data.

If you have any questions about your personal data privacy at SiteDocs, please visit our privacy page.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

If you need special assistance or accommodation while seeking employment with us, please email [email protected] or call: (703) 547-8588. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

We take into account an individual’s qualifications, skillset, and experience in determining final salary. This role is eligible for health insurance (medical, dental & vision), life insurance, 401(k) & paid time off. The expected compensation range for this position is about $42k CAD annually. The actual offer will be at the company’s sole discretion and determined by relevant business considerations, including the final candidate’s qualifications, years of experience, skillset, and geographic location.

This role is a #LI-Remote opportunity.