Document Engineer

Description

About Valsoft

Valsoft Corporation acquires and develops vertical market software companies through a buy-and-hold strategy. Unlike traditional private equity, we don’t flip companies—we operate them for the long term.

Our decentralized model allows each business to maintain its entrepreneurial spirit while benefiting from shared expertise, technology, and best practices across our portfolio.

About Fluent Software Group

Fluent Software Group is one of Valsoft Corporation’s operating groups, a global leader in acquiring and operating vertical market software companies. Fluent focuses on businesses serving specialized industries, where focus and expertise matter most.

We provide a permanent home for founders and their teams, ensuring their companies continue to thrive while gaining access to resources, technology, and operational playbooks that accelerate sustainable growth.

About The Role

WeSuite (a Valsoft/Fluent Software company) is seeking a full-time Document Engineer to join the team based in White Plains, NY.

In this role, you will create, program, test, and deploy client proposal, contract, and custom documents within WeSuite’s software platform. You will work closely with clients throughout deployment and post-deployment phases to confirm scopes of work, provide guidance, configure documents, resolve issues, and ensure successful adoption.

You will collaborate cross-functionally with Project Management, Support, QA, Development, and Client Deployment teams while becoming an expert in WeSuite’s tools, systems, and document automation capabilities.

Key Responsibilities

Document Creation & Programming

• Use WeSuite’s Document Editor to build and program client proposal and contract documents.
• Develop custom documents (proposals, contracts, reports) for use within WeSuite software.
• Program automation using SQL, C#, and HTML to support data integration and formula logic.
  
  

Client Interaction & Project Delivery

• Work directly with clients during deployment to confirm scope, provide guidance, answer questions, and offer best-fit software solutions.
• Load, test, and validate documents with clients; manage projects through to client approval.
• Conduct remote working sessions via connected sessions, phone, and email.
• Coordinate and lead project meetings, documenting follow-up items, next steps, and completion milestones.
  
  

Troubleshooting & Support

• Troubleshoot and resolve client-reported issues related to documents and reports.
• Analyze bugs, identify root causes, and resolve issues or document them for the development team.
• Support Deployment and Support teams as needed to resolve escalated client issues.
  
  

Documentation & Knowledge Sharing

• Use Monday.com and other internal tools to track, document, and monitor project progress.
• Write articles and documentation for the WeSuite Knowledge Base to help clients understand document features and best practices.
  
  

Collaboration & Cross-Functional Work

• Collaborate with Account Executives, Clients, Project Management, Support, QA, and Development teams daily.
• Build strong relationships with clients and internal teams to ensure a smooth document deployment experience.
• Become a subject-matter expert in WeSuite software configuration and document capabilities.
  
  

Who You Are

• A technical problem solver who enjoys working directly with clients to translate business requirements into automated documents.
• Someone who can manage projects, communicate clearly, and build strong relationships.
• Detail-oriented, organized, and comfortable working across multiple teams and tasks simultaneously.
• A strong communicator who thrives in a collaborative, client-focused environment.
  
  

Qualifications

• 3 years of enterprise software application support.
• Experience with:
• SQL Server & database management
• Writing SQL queries
• Crystal Reports for document creation/programming
• C# and HTML
• Microsoft Windows environment
• Monday.com, Zendesk, Excel, Word
• Strong technical troubleshooting and problem-resolution skills.
• Excellent verbal and written communication skills.
• Project management and project leadership experience.
• Experience working directly with clients at all levels.
  

Nice-to-Haves

• Experience in document automation or proposal/contract configuration.
• Familiarity with vertical market software or SaaS deployment environments.
• Previous experience in software QA or technical writing.
  
  

What’s In It For You

• High Autonomy, High Impact: Take ownership of document configuration projects and work hands-on with clients shaping their use of WeSuite software.
• Career Growth: Gain exposure to enterprise software, client implementation, technical troubleshooting, and cross-functional collaboration.
• Culture of Learning: Become an expert in WeSuite’s document tools and contribute to the Knowledge Base.
• Collaborative, Entrepreneurial Environment: Work closely with Product, Development, QA, Support, and Deployment teams.
• Comprehensive Benefits & Perks: Health, dental, and vision coverage, paid time off, and more.
• Employee Events & Team-Building: Regular opportunities to connect and collaborate across the organization.
  
  

Join us and help clients unlock the full power of WeSuite’s document automation platform. You’ll make a meaningful impact from Day 1.

#WeSuite