Reports To: VP of Customer Success | Revision Date: March 2024 | Department: Data and Docs

Job Summary:

We’re seeking a detail-oriented problem-solver with a passion for using technology to streamline client experiences. As a Data and Document Solution Specialist, you’ll play a vital role in our mission to optimize efficiency in our clients’ business operations.  Your expertise in front-end development (HTML, CSS) will allow you to create visually appealing and functional documents that seamlessly integrate with client data within our platform. 

Required Education and Experience:

• Advanced proficiency and experience in HTML and inline CSS.
• Experience with Python.
• Basic understanding of data structures and formats (JSON, XML).
• Strong problem-solving skills and innovative solution-provider.
• Ability to manage multiple priorities and thrive in a fast-paced environment.
• Ability to translate design concepts into functional code.
• Intermediate level knowledge of Excel/Google Sheets – VLookup, SUMIFS, etc.
• Problem-solving and debugging mindset.
• Experience working in a collaborative team environment.
• Comfortable explaining data to non-technical users.
• Able to work independently, manage multiple priorities, and thrive in a fast-paced environment.

Beneficial Skills

• Experience with JavaScript.
• Familiarity with document templating engines.
• Understanding of back-end concepts, databases, and data tools.
• Experience in the SaaS, fintech, or mortgage industry.
• Experience in a client-facing role, with strong communication skills.
• A background in Accounting or Bookkeeping is an asset.

Essential Functions:

• Design and develop user-friendly document templates primarily using HTML and CSS.
• Build a library of reusable document components and templates, promoting efficiency.
• Troubleshoot and resolve document formatting, display, and data-related issues.
• Participate in client-facing onboarding and training sessions around document customization and Data Migration processes.
• Assist with resolving client inquiries through ticketing systems.
• Provide technical support throughout the data migration process to ensure efficiency and smooth execution.
• Prepare an inventory of data for migration, determining the necessary time and effort for completion.
• Establish testing procedures to ensure migrated data accuracy and consistency with client specifications.