Responsibilities & Duties
Provide day to day support for Conga and X-Author, troubleshooting templates, workflows, and data merge issues through closure.
Maintain and enhance approved document templates, ensuring accuracy, formatting standards, and strict version control.
Administer user access and permissions; enforce controlled change processes for templates and workflows.
Support approval routing and workflow reliability; coordinate fixes with IT, vendors, and business stakeholders.
Perform testing and UAT for new templates and updates; validate outputs across real world scenarios before release.
Create user guides, job aids, and training to improve user self-service and reduce recurring tickets.
Monitor recurring defects and document generation performance; drive root cause fixes to improve throughput during deal cycles.
Required Experience, Skills & Competencies
5+ years supporting business applications, document automation tools, workflow tools, or operations systems.
Hands on experience with Salesforce, Conga, and/or X-Author (or equivalent document generation platforms).
Strong attention to detail with the ability to debug data mapping, merge logic, and permission issues.
Ability to manage multiple urgent requests while maintaining service quality during high volume periods.
Strong communication and stakeholder management skills; able to prioritize and set clear expectations.
Experience documenting processes and operating with a controls mindset (approvals, evidence, versioning).
Preferred Qualifications (Strong Plus)
Experience supporting lending or financial services documentation workflows or regulated documentation.
Experience integrating document generation tools with CRM or source systems and managing a controlled template library.
Familiarity with ticketing and change management tools; basic reporting and analytics skills (Excel).
Education:
Bachelor s degree in computer science, information Systems, or related discipline.
This role is open to W2 or those seeking Corp-Corp employment.
The salary range for this role is 100-120 k/annum or Corp-Corp rates please contact the recruiter.
In addition to other benefits, Accion Labs offers a comprehensive benefits package, with Accion covering 65% of the medical, dental, and Vision Premiums for employees, their spouses, and dependent children enrolling in the Accion-provided plans.
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