Forms and Data Specialist (HOURS: 3pm-11pm SAST.)

GoCanvas; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A SaaS company is looking for a Forms and Data Specialist to ensure customer satisfaction by effectively managing form-building requests and delivering exceptional support. This role is remote and ideal for those with proven customer support experience and a problem-solving aptitude. The company values innovation and offers a comprehensive benefits package, emphasizing a strong workplace culture.

Benefits

Competitive compensation

Medical plan

EAP Program

Remote working flexibility

Family Responsibility Leave

Sick Leave

Vacation Leave

Company-Paid Holidays

Qualifications

• Proven customer support experience or other relevant experience.
• Experience with iPads, tablets, smartphones, and device applications is a plus.
• Ability to quickly learn software programs and technology.

Responsibilities

• Manage form-building requests from the Customer Success Team.
• Optimize forms in SiteDocs and build content for field usage.
• Deliver content timely and accurately according to customer needs.
• Assist other team members and track activities in CRM.

Skills

Customer support experience

Problem-solving

Proficiency in software and technology

Job description

The Role, Forms and Data Specialist

- this position is for applicants based in South Africa
- the required working hours are 3PM- 11PM SAST.

SiteDocs, a GoCanvas company, is one of the fastest growing SaaS companies in its space. We are the leading provider of paperless safety management, and we pride ourselves in creating innovative products that raise the standards of excellence in safety across multiple industries (think: construction and manufacturing, just to name a couple of our hot industries today).

Position 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. 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. Additionally, they will provision new customer accounts with what they need to get started on the right foot and experience value upon initial login.

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.

What GoCanvas Brings

We believe culture eats strategy for breakfast and that hiring the right people is THE most important thing we do. That’s why we take our company values so seriously and look for these traits in everyone we hire: Empathy, Innovation, Authenticity, Impactful, Team Player, and Cheeky/Fun Loving. We believe in giving people the freedom to get things done, but that they should also have accountability for their key metrics, think and act like owners of our business and be able to work in a flat organizational structure. We provide an environment that allows for innovation and creativity as well as a chance for highly motivated individuals to have fun at work. While we believe culture trumps perks, we are proud to provide a comprehensive benefits package designed to meet our team members’ needs.

South Africa Benefits

• Competitive Compensation
• Medical plan
• EAP Program
• Remote working flexibility
• 3 days Family Responsibility Leave
• 12 Days Sick Leave
• 15 Days’ Vacation Leave
• 13 Company-Paid Holidays

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 [e-mail]. We are interested in every qualified candidate who is eligible to work in South Africa. However, we are not able to sponsor visas in the US or South Africa.

This role is a #LI-Remote opportunity.