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Business Process & Documentation Specialist
Location
United States
Posted
1 day ago
Salary
0
Seniority
Mid Level
Job Description
Business Process & Documentation Specialist
ComplyRight, Inc.
• Create, write, and update clear, consistent documentation for company processes, system requirements, and operational changes. • Design and build training materials tailored to different departments to help our teams grow their skills and stay aligned with company goals. • Manage our document storage and version control so the team always has the right file. • Ensure all written materials match our internal style guides and quality benchmarks.
Job Requirements
- 2+ years of experience in a technical writing, documentation, or process-driven role.
- An Associate’s or Bachelor’s degree in English, Technical Communication, Journalism, Computer Science, or a related field (equivalent practical experience counts too!).
- Excellent verbal and written communication skills with great attention to detail.
- Experience working comfortably in a fast-paced, evolving environment.
- Familiarity with setting up and maintaining workflows and processes in large, complex environments.
Benefits
- Professional development opportunities
- Flexible working hours
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DocPlannerAt Docplanner Group, we’re on a mission to help people live longer, healthier lives. As the world’s largest healthcare platform, each month, we connect 24 million patients with 280k doctors across 13 countries. Our marketplaces, SaaS and AI tools simplify daily tasks and help doctors, clinics and hospitals work more efficiently. Real impact – We help doctors help patients. Your work truly makes a difference. At scale, yet agile – 3,000+ employees, but still fast, flexible, and hands-on. Shape the future, sustain growth – Make a difference now and build for long-term success.
Role Description Make Marketing, Sales, and CS meaningfully more productive through trusted tooling and data. Own Docplanner’s GTM tech blueprint and turn it into shipped value fast with a small, high-leverage team, AI-powered automation, product mindset, tight user loops, and predictable delivery. We are mid-migration to Salesforce for Sales, CS and Care while Marketing remains on HubSpot. Our GTM teams need higher throughput and fewer manual steps; fragmented ownership across internal systems slows them down and hurts data quality. We need a single accountable leader who can design, build and ship like a founder, while running a disciplined SDLC and vendor model at scale. What you will do - Own: - End-to-end GTM technology strategy and blueprint (CRM, Marketing, CPQ, integrations, AI, identity), with clear accountability, cost awareness and governance - Platform reliability, data quality and service standards across all GTM systems - Deliver: - Complete and stabilize the Salesforce migration with strong adoption and measurable SLAs - Predictable execution through quarterly commitments, short delivery cycles and visible productivity gains - Seamless Salesforce ↔ HubSpot integration and trusted GTM data flowing to the DWH - AI-powered automation that removes manual work and improves speed and insight - Build: - A high-performing GTM systems team and Center of Excellence - Modern delivery and operating model (CI/CD, release discipline, service catalog, SLOs) - Strong vendor partnerships with clear ROI, SLAs and accountability *This role reports to the COO, with a dotted line to the CPTO. What success looks like (12+ months) - Platform & Ownership: - Salesforce migration complete, stable and widely adopted with clear SLAs - End-to-end ownership of all GTM tools with a published service catalog, RACI and intake SLAs - Reliable Salesforce ↔ HubSpot ↔ DWH integrations and trusted GTM reporting - Reliability & Productivity: - Operational excellence: incident rate ↓50%, MTTR < 4h, change failure rate <10% - At least 3 AI automations live, delivering meaningful frontline time savings - Data quality improving quarter over quarter through automated controls - People & Impact: - Stakeholder NPS up across Sales, CS, Care and Finance - Small, senior, high-output team in place; vendors performing against SLAs Measured By: - Time-to-production and release predictability - Service SLOs (availability, data freshness, sync success) - GTM productivity gains and tool adoption - Data quality and reconciliation accuracy - Cost vs plan and vendor SLA attainment Qualifications - 5+ years building and leading GTM / business systems in scaled SaaS or marketplace environments - Delivered a large, multi-country CRM or Service transformation - Hands-on ownership of Salesforce Sales & Service and a GTM Systems CoE - Shipped AI-powered automations in real GTM workflows - Led senior program and vendor management, including RFPs, SLAs, and TCO / ROI evaluation Skills - Salesforce delivery excellence: CI/CD, environments, releases, SLAs, incidents, and enablement - HubSpot expertise and proven Salesforce ↔ HubSpot integrations - Strong integration and data foundations (APIs, iPaaS, data quality, observability) - Clear executive communication; turns ambiguity into pilots, roadmaps, and results - Builder with a product mindset - High ownership; reliable partner to executives and teams
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