Document Solutions Specialist - Remote

| Phoenix – Mesa – Scottsdale, AZ +80 more | Remote | Hybrid
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Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 

Summary:

Provide expert assistance and education to clients who are developing their Microsoft Office skills for use with ActiveLink and the ActiveDisclosure platform. Resolve internal and external customer queries on best ways to manage their documents in Word, Excel, or PowerPoint. Liaise between the ActiveDisclosure Service team, Document Services, Product Support, Learning and Development, Sales, and the Customer. Act as a support desk for non-Active Disclosure clients who are leveraging ActiveLink. Act as a central filter for client document issues, work with Learning and Development to enhance training materials or build new training materials, and escalate potential bugs through Product Support and Dev teams. Define success by enabling internal and external customers to succeed.

Responsibilities:

Work assignments are typically both a mix of routine and non-routine work that often requires deviation from accepted practice and procedures to complete given wide variety of circumstances encountered in the job. Work is reviewed primarily for end results and is performed under general guidelines or procedures which include administrative directives in the form of rules, policies, and established precedents pertinent to the assignment. Ability to establish own priorities.


  • The Document Solutions Specialist will provide day-to-day research, troubleshooting, user support, education, document solutions, and other ad hoc support to internal and external clients via multiple channels for all supported components and services for the company. 
  • The Document Solutions Specialist will log customer interactions and resolve queries based on defined level of expertise.
  • The Document Solutions Specialist will proactively identify opportunities for education and improvement, and will escalate interactions beyond level of expertise as appropriate within defined procedures. 
  • The Document Solutions Specialist will provide follow-up with internal and external clients, and will support partners as necessary to promote case progress towards resolution. 
  • The Document Solutions Specialist will manage call queues and resolve cases in a timely fashion.


The Document Solutions Specialist role may focus on a specialty within the job. 

  • The first area of specialty is customer support focused on troubleshooting and resolution of advanced MS Word, Excel, and PowerPoint issues, PDF and HTML renderings, user support, document solutions, software education and support, and other ad hoc requests.
  • The second area of specialty is support of a more technical nature to include researching issues, root cause analysis, technical writing, documentation of processes, client education materials, creation of demonstration files, on-site presentation of materials, and more. 


Regardless of focus, a Document Solutions Specialist would be expected to support either area as per training and requirements.

Qualifications:

The duties and responsibilities described above are the essential functions of the job. The qualifications below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 

Basic Qualifications: 

  • HS diploma or equivalent with 2+ years of relevant production experience in manufacturing, operations, or office environment directly related to the duties of the job, OR demonstrated ability to meet the job requirements through a comparable amount of education, training, and work experience.
  • Requires knowledge of technology to include computers and software programs such as MS Office or MAC word processing, spreadsheets or other programs specific to the job in order to complete job duties successfully.
  • Must have excellent oral and written communication skills to communicate effectively across departments when completing assignments.
  • Must have strong organizational skills with ability to manage deadlines and prioritize workload and adjust meet business needs.


Preferred Qualifications: 

  • Certifications in Microsoft applications including but not limited to

-Word, Excel, 365

  • Experience in Donnelley Financial Products

-ActiveDisclosure, New ActiveDisclosure, Profile, EDGAR

  • Experience in Financial Documents


It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected]. #BI-Remote

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Candidate Location Eligibility:
Albuquerque, NM
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Technology we use

  • Engineering
    • C#Languages
    • JavaLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularFrameworks
    • Angular.JSFrameworks
    • ASP.NETFrameworks
    • KubernetesFrameworks
    • Node.jsFrameworks
    • TerraformFrameworks
    • DynamoDBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • NoSQLDatabases
    • SAP HANADatabases
    • TeradataDatabases
    • Microsoft AzureServices
    • New RelicServices

An Insider's view of DFIN

What projects are you most excited about?

In transforming and improving FinTech products, excitement comes from the challenge of knowing that the problems are complex, yet the solutions must be easy to use. When we start a new project, I can't wait to sink my teeth into understanding the problem space, talking to users, designing the solution, and seeing it through to release.

Dan

Principal Product Designer

What makes someone successful on your team?

Active and honest listening – Contrary to the stereotypical, extroverted sales rep, some of my most effective and insightful client interactions are when I do the least amount of talking, and the most active listening. Client insight is exponentially easier to excavate when you stop “pitching” – and start listening.

Carey

Senior Sales Representative

What is your vision for the company?

Our business plan reflects the change in products DFIN is selling today versus what we sell in five years. DFIN today is a company that offers a lot of professional services that we added software to, but the goal is to become a SaaS company that has services to support it.

Stephen

SVP, Global Head of Engineering

What does your typical day look like?

The role of a software engineer is really about creating computational systems and ensuring they behave as designed. My day-to-day is focused mostly on writing code that provides new functionality within our products that we see a need for in the market—and providing quality control to be certain it works properly.

Herve

Senior Software Engineer

What are DFIN Perks + Benefits

DFIN Benefits Overview

The world continues to change in ways we never expected, but there is one constant: your safety and well-being is a top priority, and DFIN has you covered with our benefits.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
We value a work / life balance at DFIN.
Remote work program
We have partial and fully remote opportunities at DFIN.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Wellness days
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Family Medical Leave granted under the Family and Medical Leave Act (FMLA).
Adoption Assistance
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Floating holidays
Bereavement leave benefits
Hardship benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Employee parking available
Fitness stipend
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training
Apprenticeship programs

Additional Perks + Benefits

DFIN has implemented a Employee Stock Purchase Program.

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