Senior Documentation Coordinator

About the Role

We are seeking a Senior Documentation Coordinator based in the United States, working remotely, to support vital customer operations by managing accurate documentation and streamlining process coordination.

This position is key to maintaining dependable customer records and enabling smooth information exchange across various teams. The role involves working with document-routing systems, CRM platforms like Salesforce, and collaborating with cross-functional partners to enhance operational effectiveness.

The successful candidate will be detail-oriented, highly organized, and motivated to resolve documentation and data-related challenges while balancing independent ownership with teamwork in a dynamic environment.

Key Responsibilities

• Efficiently manage multiple documentation queues ensuring precision and timely task completion.
• Perform review, audit, and validation of customer information within CRM systems to uphold data accuracy.
• Conduct manual duplicate record audits when automated systems fail to identify matches.
• Complete provider verification tasks and address any inconsistencies in documentation data.
• Oversee customer consent verification workflows and coordinate necessary follow-ups.
• Process incoming documents from various sources such as fax and email, properly linking them to customer profiles.
• Utilize document-routing technologies and internal systems to guarantee correct distribution and handling of records.
• Support documentation audits and assist other business functions across departments.
• Process and verify training records and assigned operational documents.
• Review and confirm contract assignments and related records.
• Offer constructive feedback to improve workflows, processes, and documentation standards.
• Engage in additional projects and assignments as directed by leadership.

Candidate Requirements

• Possess an associate degree along with a minimum of three years’ relevant experience in business, operations, customer support, or documentation roles.
• Preferred experience with CRM systems, especially Salesforce.
• Exceptional attention to detail with strong accuracy and task completion skills.
• Ability to analyze data, identify discrepancies, and resolve documentation issues effectively.
• Strong written and verbal communication abilities.
• Excellent organizational skills with capacity to handle multiple priorities and deadlines.
• Demonstrate capability to work independently while adhering to defined procedures and workflows.
• A customer-centric approach committed to high-quality service delivery.
• Effective collaboration skills to work with internal teams and external stakeholders.
• Adaptability and resilience when managing shifting priorities in a fast-paced setting.
• Experience with healthcare customers or knowledge of diabetes care is a strong plus.
• Proven initiative and responsibility in task completion and process improvements.

Benefits

• Competitive hourly wage approximately between $25.67 and $38.50, determined by candidate’s skills, experience, and education.
• Eligibility for performance-based incentive compensation.
• Fully remote work arrangement.
• Comprehensive medical, dental, and vision insurance options.
• 401(k) plan including company matching contributions.
• Paid time off benefits for work-life balance.
• Employee wellness initiatives and other supportive programs.
• Opportunity to contribute to meaningful healthcare-focused customer service solutions.
• A collaborative workplace encouraging professional development and growth.

Additional Information

This recruitment is handled in collaboration with a partner company that manages applications and subsequent hiring steps. An AI-driven matching system ensures fair and rapid application review, identifying the best-qualified candidates, with final selection conducted internally by the hiring team.

Applicants’ personal data is processed under applicable data protection regulations, with transparency regarding AI use in screening, ensuring human oversight in all hiring decisions.