Document Specialist

Jobtailor; Petaluma (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented professional to manage customer inquiries, escalations, and cross-functional collaboration from our Petaluma office. The role emphasizes timely deployment, accurate work orders, and consistent status updates to ensure customer satisfaction.

The position requires a problem-solving mindset, multi-tasking ability, and strong communication skills. A background in legal/litigation support and a customer-centric approach are highly valued, with on-site

Qualifications

• Process-driven experience with ability to adapt and change; ability to multi-task and adapt to new processes crucial.

Responsibilities

• Handle inquiries and escalations with timely deployment, status updates, and accurate work orders.
• Achieve productivity goals and generate daily/weekly performance reports.
• Improve order tracking systems for maximum efficiency.

Skills

Process-driven

Multi-tasking

Legal/Litigation background

Problem solving

Customer focus

Attention to detail

Communicator

Positive attitude

Tools

Outlook

Microsoft Office

Adobe Acrobat

Slack

Service Cloud

Job description

Responsibilities

• Handle customer inquiries and escalations, collaborating with customer support, customer success managers, and field affiliates, with specific focus on timely deployment and status updates, accuracy of work orders, and responsiveness.
• Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required.
• Develop and constantly improve systems for tracking orders and responsibilities for maximum efficiencies for our customers.

Qualifications

• Process‑driven experience with ability to adapt and change; ability to multi‑task and adapt to new processes crucial.
• Legal/Litigation background – 1–2 years (or more) of legal/litigation support or similar experience (California experience preferred).
• Problem‑solving and poise – ability to multi‑task and problem‑solve; also, exercise patience and remain calm in stressful situations.
• Customer focus – experience in keeping the customer (whether external or internal) as a constant element in decision‑making.
• Technology – solid computer and technical skills (experience with Outlook/Microsoft Office suite and Adobe Acrobat imperative; Slack and Service Cloud a big plus).
• Quality – high degree of detail and accuracy, learns from mistakes so that they never re‑occur; reliability a huge factor as well.
• Communicator – strong verbal and written communication skills.
• Attitude – having a positive outlook and a sense of humor to deal with the inevitable frustrations is a plus.
• Must reside in the United States.
• Must be available to work on‑site a minimum of 3 days per week at our Petaluma office location.