Document Specialist – National

InfoTrack US

. Act as a coordinator between customers and field agents to ensure orders are performed timely and accurately .

Posted 11/7/2026full-timePetaluma • California • United StatesJunior💰 $40,248 - $52,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong coordination and communication skills to effectively manage customer inquiries and field operations. Proficient in process-driven methodologies to enhance order tracking and customer efficiency.

Highest-signal resume keywords

Legal/Litigation Support ExperienceCustomer Communication SkillsProcess-Driven ExperienceMicrosoft Office Suite ProficiencyProblem-Solving Ability

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Order Tracking SystemsWork-Order AccuracyProductivity Goals AchievementReport GenerationTechnical Skills

Soft Skills

AdaptabilityMulti-TaskingPatienceCalm Under PressurePositive Outlook

Tools & Technologies

OutlookMicrosoft Office SuiteAdobe AcrobatSlackService Cloud

Industry Keywords

Customer SupportField Agents CoordinationCustomer Success ManagementTimely DeploymentEscalation Handling

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Act as a coordinator between customers and field agents to ensure orders are performed timely and accurately
Handle customer inquiries and escalations
Collaborate with customer support, customer success managers, and field affiliates
Focus on timely deployment and status updates, work-order accuracy, and responsiveness
Achieve stated productivity goals
Generate daily/weekly reports for management on individual metrics
Develop and continuously improve systems for tracking orders and responsibilities for maximum customer efficiency
Report through the Team Lead to the Fulfillment Manager within Operations

Requirements

What you’ll need

Process-driven experience with ability to adapt and change
Ability to multi-task and adapt to new processes
1-2 years (or more) of legal/litigation support or similar experience
Ability to multi-task and problem-solve
Ability to exercise patience and remain calm in stressful situations
Experience keeping the customer as a constant element in decision-making
Solid computer and technical skills
Experience with Outlook/Microsoft Office suite and Adobe Acrobat
Slack and Service Cloud experience is a plus
High degree of detail and accuracy
Reliability
Strong verbal and written communication skills
Positive outlook and sense of humor is a plus
Must reside in the United States

Benefits

Comp & perks

Excellent health, dental, and vision plans
401k match
20 days of paid time off
Professional development, learning, and career growth opportunities
Training and resources to collaborate and succeed
Work with a knowledgeable, high-achieving, experienced, and fun team
Great Place to Work® certified employer