Job Description

WeSuite is seeking a full-time Document Engineer as part of its White Plains, NY based team.

Job Responsibilities include:

• Use of WeSuite’s Document Editor to create and program client proposal and contract documents.

• Creation and programming of client custom documents for use within WeSuite software.

• Direct interaction with WeSuite clients during new system deployment and for changes post deployment to:

  • confirm and complete the scope of work
  • provide guidance to clients by answering questions and providing the best solutions to meet their needs within the software
  • load and test documents with and for clients
  • complete projects through client approval

• Assist the WeSuite Client Deployment and Support teams as needed for resolution of client reported issues related to their proposal, contract, and report documents

• Work with clients via remote connected sessions, phone, and email.

• Troubleshooting: review/resolve reported issues, analyze ‘bugs’ to find root cause and resolve or detail for correction by development team.

• Documentation: utilize Monday.com and other company tools to document project tasks, update, and monitor projects, through completion, including documentation of use by clients.

• Communication: coordinate and conduct project meetings with clients, provide technical expertise, document all follow-up, next steps, and completion. Be an excellent communicator, both written and verbal communications, throughout the project.

• Collaboration: Build rapport by working with clients and other WeSuite team members to create and maintain excellent relationships. Work with Clients to create, program, deploy, and test Client documents within the software application.

• Daily Interaction with: Account Executives, Clients, Project Management, Client Support, Quality Assurance, and Development team members.

• Technical Skills: SQL database, C#, HTML skills required to program automation of data, formulas, etc. specific to client documents (proposals, contracts, custom reports) within the WeSuite applications.

• Write articles and documentation to publish in the WeSuite Knowledge Base to assist clients in learning about WeSuite Document feature sets and use of the software.

• Become an expert in the configuration and use of WeSuite software, tools and systems to provide the highest quality of work possible.

Relevant Experience & Required Skillsets:

·        SQL Server and database

·        Writing SQL queries

·        Use of Crystal Reports to create and program documents

·        C#

·        HTML

·        Microsoft Windows environment

·        Monday.com, Zen Desk, Excel, Word

·        3 years plus direct enterprise software application support

Additional Skillsets Required:

·        Technical troubleshooting and resolution of issues

·        Excellent communication skills, both written and verbal

·        Project management, project leadership skills and experience

·        Active support and interaction with clients at all levels

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