Data & Document Onboarding Specialist

Ecp123; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

ECP in Milwaukee, WI, is hiring a Data & Document Integration Specialist to onboard and support customers by preparing, modifying, and importing data and documents into our SaaS platform. You will ensure data quality, accuracy, and timely delivery while coordinating with internal teams and clients.

The ideal candidate has 1–2 years of experience in data or document management, proficiency with Microsoft Office, and the ability to learn our proprietary software and workflows in a fast-paced

Qualifications

• Associate’s degree preferred.
• Experience with scheduling and hosting virtual meetings.
• Strong analytical and critical thinking skills.
• At least 1–2 years’ work experience in a professional environment.
• Proficiency with Microsoft products.
• Strong attention to detail and ability to identify and correct errors in documents and data.
• Excellent time management and organizational skills with the ability to prioritize tasks.
• Solid written and verbal communication skills for collaboration across teams and with customers.
• Ability to quickly learn and adapt to proprietary software and new technology tools.
• Experience working in a data, operations, or document management role is a plus.
• Prior experience using web-based or SaaS platforms.
• Familiarity with data formatting, document standards, or import workflows.
• A remote work environment that is compliant with cybersecurity and other company workplace policies.

Responsibilities

• Prepare, format, and import customer-provided reports, documents, and data files.
• Modify and organize files for compatibility with import requirements.
• Perform thorough quality assurance checks on customer documents to ensure accuracy, consistency, and completeness prior to and after import.
• Troubleshoot and resolve issues related to file formatting, data integrity, and document quality.
• Ensure successful and reliable file imports that meet internal standards and customer expectations.
• Complete time-sensitive tasks within designated deadlines while maintaining accuracy and reliability.
• Communicate effectively with internal teams and external customers to clarify requirements, provide status updates, resolve issues, and support cross-functional collaboration.

Skills

Analytical thinking

Attention to detail

Time management

Education

Associate’s degree preferred

Tools

Microsoft Excel

Microsoft Word

Adobe Acrobat

Proprietary web-based platform

Job description

ECP in Milwaukee, WI, is hiring a Data & Document Integration Specialist to onboard and support customers by preparing, modifying, and importing data and documents into our SaaS platform. You will ensure data quality, accuracy, and timely delivery while coordinating with internal teams and clients.

The ideal candidate has 1–2 years of experience in data or document management, proficiency with Microsoft Office, and the ability to learn our proprietary software and workflows in a fast-paced