Data & Document Integration Specialist

The company is a market-leading SaaS software solution that enables senior living communities to better care for their residents. Our mission as a company is to build world-class software that increases the quality of life for seniors and improves clinical, business, compliance, and operational performance for our clients.

We are seeking a detail-oriented and tech-savvy Data & Document Integration Specialist to join our team. In this role, you will play a critical part in onboarding and supporting customers by preparing, modifying, and importing various documents and data files into our proprietary software platform. You will work closely with internal teams and clients to ensure a high standard of quality, accuracy, and timeliness across all deliverables.

• Prepare, format, and import customer-provided reports, documents, and data files using tools such as Microsoft Excel, Microsoft Word, Adobe Acrobat, and the company’s proprietary web-based platform

• Modify and organize files for compatibility with import requirements and software specifications

• Perform thorough quality assurance checks on customer documents to ensure accuracy, consistency, and completeness prior to and after import

• Troubleshoot and resolve issues related to file formatting, data integrity, and document quality

• Ensure successful and reliable file imports that meet internal standards and customer expectations

• Complete time-sensitive tasks within designated deadlines while maintaining a high level of accuracy and reliability

• Communicate effectively with internal teams and external customers, both verbally and in writing, to clarify requirements, provide status updates, resolve issues, and contribute to other team or departmental efforts to support cross-functional collaboration and shared goals.

Requirements

• Associate’s degree preferred

• Experience with scheduling and hosting virtual meetings

• Strong analytical and crtiical thinking skills to develop next steps and ensure positive customer outcomes

• At least 1-2 years’ work experience in a professional environment

• Proficiency with Microsoft products

• Strong attention to detail and ability to identify and correct errors in documents and data

• Excellent time management and organizational skills with the ability to prioritize tasks effectively

• Solid written and verbal communication skills for collaboration across teams and with customers

• Ability to quickly learn and adapt to proprietary software and new technology tools

• Experience working in a data, operations, or document management role is a plus

• Prior experience using web-based or SaaS platforms

• Familiarity with data formatting, document standards, or import workflows

• A remote work environment that is compliant with cybersecurity and other company workplace policies