Document Automation, Integration Engineer

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Act as the firm’s leading authority on document automation solutions, processes, and best practices.

• Aid in the firm’s document automation strategy by offering insights on technologies, process enhancements, workflow optimization, and scalable solutions.

• Engage in the assessment, implementation, and continuous enhancement of document automation platforms and associated technologies.

• Discover opportunities to boost efficiency, consistency, accuracy, and scalability through document automation.

• Set standards and best practices for automated document creation, template upkeep, and workflow management.

• Design, configure, and oversee integrations between Salesforce, document automation platforms, document storage solutions, and other business applications.

• Create and support API-driven workflows for document generation, data synchronization, and process automation.

• Configure and troubleshoot REST APIs, webhooks, authentication methods, and integration endpoints.

• Define and manage data mappings, transformation rules, validation logic, and synchronization processes across various systems.

• Collaborate with both internal and external technology partners to implement and support integration solutions.

• Monitor and address integration failures, API challenges, data quality issues, and workflow exceptions.

• Design, create, test, and maintain automated document templates and workflows.

• Convert legal, operational, and business requirements into scalable document automation solutions.

• Develop and maintain intricate document templates utilizing conditional logic, calculations, dynamic content, and business rules.

• Configure and manage document generation workflows to facilitate legal and operational processes.

• Conduct testing, validation, and quality assurance to guarantee document accuracy, reliability, and consistency.

• Maintain and enhance a growing repository of automated documents and templates.

• Work closely with attorneys, legal staff, operations leaders, and business stakeholders to comprehend document requirements, workflows, and business processes.

• Collaborate with software developers, Salesforce administrators, and technology stakeholders to facilitate efficient integration between document automation platforms and Salesforce, as well as other business systems.

• Define data requirements, mapping necessities, and workflow dependencies for document generation processes.

• Assist with user training, adoption, troubleshooting, and ongoing support.

• Document business processes, automation workflows, template logic, and system configurations.

• Monitor system performance, adoption, and effectiveness.

• Identify opportunities to streamline workflows, minimize manual effort, and enhance the user experience.

• Research emerging document automation technologies and industry best practices.

• Suggest improvements that enhance efficiency, accuracy, scalability, and long-term maintainability.

⛳️ Requirements

• 3+ years of experience in implementing, configuring, or managing document automation, document assembly, or document generation solutions.

• Demonstrated experience in creating and maintaining complex document templates and workflows.

• Experience in gathering business requirements and converting them into technical or system-based solutions.

• Strong grasp of workflow automation, business rules, conditional logic, and process optimization.

• Experience working with structured data sources and business systems.

• Strong analytical, problem-solving, and troubleshooting capabilities.

• Excellent communication and stakeholder management skills.

• Ability to handle multiple projects and priorities in a fast-paced environment.

• Comfortable collaborating across functions with both technical and non-technical teams.

• Preferred Qualifications

• Experience with document automation platforms like Conga Composer, Drawloop, Formstack Documents, DocuSign Gen, HotDocs, Contract Express, XpressDox, Gavel, or similar solutions.

• Experience integrating document generation platforms with Salesforce, CRM systems, case management systems, document management systems, or other business systems.

• Experience working with APIs, data mapping, structured data, and system integrations.

• Experience in legal technology, legal operations, or professional services environments.

• Familiarity with Salesforce, workflow automation platforms, and cloud-based business applications.

• Experience supporting enterprise-scale document generation or workflow automation initiatives.

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Retirement Plan (401k, IRA)

• Life Insurance (Basic, Voluntary & AD&D)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Short Term & Long Term Disability

• Training & Development

• Work From Anywhere -- eligible after 6 months