Document Specialist (National)

InfoTrack; Petaluma (CA); Hybrid; USD 27,000 - 34,000; Full time

Benefits offered by this job

Health plan

401k match

Paid time off

Job summary

InfoTrack is seeking a Document Specialist to coordinate between customers and field agents, ensuring orders are completed accurately and on time. This full-time, hourly role sits within the Operations group and reports to the Fulfillment Manager.

The role can be performed remotely within the contiguous United States, with a hybrid requirement for those near the Petaluma office (min three days on-site). Compensation ranges from $19.35 to $25 per hour, depending on experience.

Qualifications

• Handle customer inquiries and escalations with focus on timely updates.
• Demonstrate high attention to detail and accuracy in work orders.
• Develop and improve order-tracking systems for efficiency.

Responsibilities

• Handle customer inquiries and escalations and collaborate with teams on deployments and status updates.
• Achieve productivity goals and generate reports on personal metrics.
• Develop and improve systems for tracking orders and responsibilities.

Skills

Customer focus

Communication

Multitasking

Problem-solving

Calm under pressure

Attention to detail

Tools

Outlook

Microsoft Office

Adobe Acrobat

Slack

Service Cloud

Job description

About the role

Our Document Specialists are the key drivers of our field services and operations. They are the team members that act as the crucial coordinator between our customers and our field agents to ensure that all orders are performed timely and accurately. The Document Specialist reports through their Team Lead to the Fulfillment Manager as part of the Operations group.

This is a full-time, competitively compensated hourly role.
The hourly compensation range for this role is $19.35–$25.00, depending on experience and qualifications.

This role can be performed remotely within the contiguous United States, excluding Alaska and Hawaii. However, employees residing within a 25-mile radius of our Petaluma office are required to work in a hybrid capacity, with a minimum of three days per week onsite, subject to applicable reasonable accommodations.

About InfoTrack

InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We're global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.

As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.

Responsibilities

• Handle customer inquiries and escalations, as well as 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

• Productivity – 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
• 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

What sets InfoTrack apart

We offer:

Excellent health, dental, and vision plans, 401k match, 20 days of paid time off, plus more competitive benefits.

Work with a knowledgeable, high-achieving, experienced, and fun team.

Be part of a culture obsessive about learning, development, and career growth.

Learn more about life at InfoTrack on our website.

InfoTrack is certified as a Great Place to Work

Our Commitment

We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.

InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.