Document Specialist

InfoTrack US

Document Specialist managing customer inquiries and field services coordination at InfoTrack. Requires being in-office at least three days a week in Petaluma, California.

Posted 6/24/2026full-timePetaluma • California • 🇺🇸 United StatesJuniorMid-Level💰 $19 - $25 per hourWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Handle customer inquiries and escalations, as well as collaborating with customer support, customer success managers, and field affiliates, with specific focus on timely deployment and status updates, accuracy of work orders, and responsiveness
Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required
Develop and constantly improve systems for tracking orders and responsibilities for maximum efficiencies for our customers

Requirements

What you’ll need

Productivity – process-driven experience with ability to adapt and change; ability to multi-task and adapt to new processes crucial
Legal /Litigation Background – 1-2 years (or more) of legal/litigation support or similar experience (California experience preferred)
Problem-Solving and Poise – ability to multi-task and problem-solve; also, exercise patience and remain calm in stressful situations
Customer Focus – experience in keeping the customer (whether external or internal) as a constant element in decision-making
Technology – solid computer and technical skills (experience with Outlook/Microsoft Office suite and Adobe Acrobat imperative; Slack and Service Cloud a big plus)
Quality – high degree of detail and accuracy, learns from mistakes so that they never re-occur; reliability a huge factor as well
Communicator – strong verbal and written communication skills
Attitude – having a positive outlook and a sense of humor to deal with the inevitable frustrations is a plus
Must reside in the United States
Must be available to work on-site a minimum of 3 days per a week at our Petaluma office location

Benefits

Comp & perks

Excellent health, dental, and vision plans
401k match
20 days of paid time off
Competitive benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

legal supportlitigation supportprocess-driven experienceproblem-solvingcustomer focusattention to detailaccuracymulti-taskingreport generationtracking systems

Soft Skills

adaptabilitypatiencecalmness under pressurestrong communicationpositive attitudesense of humorreliabilitycollaborationcustomer servicetime management