Senior Documentation Coordinator
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Documentation Coordinator based in United States.
This role provides an opportunity to support critical customer operations through accurate documentation management and process coordination.
The position plays an essential part in maintaining reliable customer records and ensuring important information flows smoothly across teams.
You will work with document-routing systems, CRM platforms, and cross-functional partners to improve operational efficiency.
The ideal candidate is highly organized, detail-oriented, and motivated by solving data and documentation challenges.
This role combines independent ownership with collaboration across multiple departments in a fast-paced environment.
You will contribute to processes that directly support customers while helping maintain high standards of accuracy and service quality.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Documentation Coordinator based in United States.
This role provides an opportunity to support critical customer operations through accurate documentation management and process coordination.
The position plays an essential part in maintaining reliable customer records and ensuring important information flows smoothly across teams.
You will work with document-routing systems, CRM platforms, and cross-functional partners to improve operational efficiency.
The ideal candidate is highly organized, detail-oriented, and motivated by solving data and documentation challenges.
This role combines independent ownership with collaboration across multiple departments in a fast-paced environment.
You will contribute to processes that directly support customers while helping maintain high standards of accuracy and service quality.
Accountabilities:
- Manage multiple documentation queues efficiently while ensuring accuracy and timely completion of assigned tasks.
- Review, audit, and verify customer information within CRM systems to maintain accurate and complete records.
- Perform duplicate record audits by manually validating customer data when automated matching processes are unsuccessful.
- Complete provider verification activities and resolve documentation-related data discrepancies.
- Manage customer consent verification workflows and coordinate follow-up actions when required.
- Review incoming documentation from various channels, including fax and email, and correctly associate records with customer profiles.
- Utilize document-routing technologies and internal systems to ensure proper distribution and processing of customer documentation.
- Support additional documentation audits and business functions across multiple departments.
- Process training records and validate assigned business documentation requirements.
- Review and validate contract assignments and other operational records.
- Provide feedback and recommendations to improve workflows, processes, and documentation quality.
- Participate in additional projects and responsibilities as assigned by leadership.
- Associate degree and 3+ years of relevant professional experience in a business, operations, customer support, or documentation-focused environment.
- Experience working with CRM platforms, particularly Salesforce, is preferred.
- Strong attention to detail with excellent accuracy and follow-through skills.
- Ability to analyze information, identify inconsistencies, and resolve documentation challenges.
- Strong written and verbal communication skills.
- Excellent organizational skills with the ability to manage multiple priorities and deadlines.
- Ability to work independently while following established procedures and workflows.
- Customer-focused mindset with a commitment to delivering high-quality service.
- Strong collaboration skills and ability to work effectively with internal and external stakeholders.
- Flexible and resilient approach when managing changing priorities in a fast-paced environment.
- Experience supporting healthcare-related customers or familiarity with diabetes care is preferred.
- Demonstrated initiative and ownership in completing tasks and improving processes.
- Competitive annual base salary range of approximately $25.67–$38.50 per hour, depending on skills, experience, and education.
- Potential eligibility for incentive compensation.
- Fully remote work environment.
- Medical, dental, and vision insurance coverage.
- 401(k) plan with company matching contributions.
- Paid time off (PTO).
- Employee wellness programs and additional benefits designed to support overall well-being.
- Opportunity to contribute to meaningful work supporting customer-focused healthcare solutions.
- Collaborative environment with opportunities for professional growth and development.
The Senior Documentation Coordinator will oversee documentation workflows, verify customer information, and ensure records are accurately processed and maintained. This role requires strong attention to detail, effective communication, and the ability to manage multiple priorities while supporting operational excellence.
Requirements:
The ideal candidate is a detail-focused professional with experience in documentation management, customer operations, or administrative processes. They should be comfortable working with CRM systems, analyzing information, following structured workflows, and collaborating with diverse teams.