Salesforce Business Process Analyst and Document Automation ( Conga / X-Author )
VALiNTRY is seeking a Salesforce Business Process Analyst in Document Automation for a position that requires 3 days on site in Charlotte, NC
Pay Range $50.00 to $65.00 W2 per hour, This position can compensate more depending on additional skills set that can be more valuable to the enterprise, don't hesitate to apply if you're a strong technical fit for this position.
Role Overview
This role is responsible for the day-to-day support, administration, and ongoing improvement of Conga, X-Author, and Salesforce. The objective is to ensure document generation, workflows, and approvals operate reliably while maintaining compliance and document accuracy-without disrupting business operations or slowing deal execution.
Responsibilities
• Provide operational support for Conga and X-Author, troubleshooting template, workflow, and data-merge issues through resolution.
• Maintain and enhance approved document templates, ensuring accuracy, consistent formatting standards, and strict version control.
• Manage user access and permissions while enforcing controlled change management processes for templates and workflows.
• Support approval routing and workflow stability; collaborate with IT teams, vendors, and business stakeholders to resolve issues.
• Conduct testing and user acceptance testing (UAT) for new templates and updates, validating document outputs across real-world scenarios prior to release.
• Develop user guides, job aids, and training materials to improve adoption and reduce recurring support tickets.
• Monitor recurring defects and document generation performance, identifying root causes and implementing improvements to support high-volume deal cycles.
Required Experience & Skills
• 5+ years supporting business applications, document automation systems, workflow tools, or operational platforms.
• Hands-on experience with Salesforce, Conga, and/or X-Author (or similar document generation platforms).
• Strong attention to detail with the ability to troubleshoot data mapping, merge logic, and permission issues.
• Ability to manage multiple urgent requests while maintaining service quality during high-volume periods.
• Strong communication and stakeholder management skills, with the ability to prioritize work and set clear expectations.
• Experience documenting processes and operating within structured controls (approvals, evidence tracking, and version management).
Preferred Qualifications
• Experience supporting lending or financial services documentation workflows, particularly within regulated environments.
• Experience integrating document automation tools with CRM or source systems and managing a structured template library.
• Familiarity with ticketing and change management systems and basic reporting or analytics using Excel.
For immediate response please forward resumes to [email protected]
www.linkedin.com/in/ericitstaffingguru/
Eric Lyublinsky
Sr. IT Recruiter
(Direct) 407-205-1125
www.valintry.com
#INDIT
Apply tot his job
Apply To this Job
Pay Range $50.00 to $65.00 W2 per hour, This position can compensate more depending on additional skills set that can be more valuable to the enterprise, don't hesitate to apply if you're a strong technical fit for this position.
Role Overview
This role is responsible for the day-to-day support, administration, and ongoing improvement of Conga, X-Author, and Salesforce. The objective is to ensure document generation, workflows, and approvals operate reliably while maintaining compliance and document accuracy-without disrupting business operations or slowing deal execution.
Responsibilities
• Provide operational support for Conga and X-Author, troubleshooting template, workflow, and data-merge issues through resolution.
• Maintain and enhance approved document templates, ensuring accuracy, consistent formatting standards, and strict version control.
• Manage user access and permissions while enforcing controlled change management processes for templates and workflows.
• Support approval routing and workflow stability; collaborate with IT teams, vendors, and business stakeholders to resolve issues.
• Conduct testing and user acceptance testing (UAT) for new templates and updates, validating document outputs across real-world scenarios prior to release.
• Develop user guides, job aids, and training materials to improve adoption and reduce recurring support tickets.
• Monitor recurring defects and document generation performance, identifying root causes and implementing improvements to support high-volume deal cycles.
Required Experience & Skills
• 5+ years supporting business applications, document automation systems, workflow tools, or operational platforms.
• Hands-on experience with Salesforce, Conga, and/or X-Author (or similar document generation platforms).
• Strong attention to detail with the ability to troubleshoot data mapping, merge logic, and permission issues.
• Ability to manage multiple urgent requests while maintaining service quality during high-volume periods.
• Strong communication and stakeholder management skills, with the ability to prioritize work and set clear expectations.
• Experience documenting processes and operating within structured controls (approvals, evidence tracking, and version management).
Preferred Qualifications
• Experience supporting lending or financial services documentation workflows, particularly within regulated environments.
• Experience integrating document automation tools with CRM or source systems and managing a structured template library.
• Familiarity with ticketing and change management systems and basic reporting or analytics using Excel.
For immediate response please forward resumes to [email protected]
www.linkedin.com/in/ericitstaffingguru/
Eric Lyublinsky
Sr. IT Recruiter
(Direct) 407-205-1125
www.valintry.com
#INDIT
Apply tot his job
Apply To this Job