What are the responsibilities and job description for the Document Specialist (SQL, C#) position at WeSuite?
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 our White Plains, NY-based team. This role will focus on creating, programming, and maintaining client proposal, contract, and custom report documents within the WeSuite software platform. You will work closely with clients, internal teams, and development staff to deliver high-quality, tailored document solutions.
Key Responsibilities
#WeSuite
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 our White Plains, NY-based team. This role will focus on creating, programming, and maintaining client proposal, contract, and custom report documents within the WeSuite software platform. You will work closely with clients, internal teams, and development staff to deliver high-quality, tailored document solutions.
Key Responsibilities
- Create and program client proposal, contract, and custom documents using WeSuite’s Document Editor.
- Collaborate with clients during new system deployments and post-deployment updates to confirm project scope, provide guidance, and ensure successful document implementation.
- Load, test, and complete client document projects through final approval.
- Assist Client Deployment and Support teams with client-reported document issues.
- Troubleshoot, analyze, and resolve issues or escalate to the development team as needed.
- Document project tasks, updates, and client interactions using Monday.com and other internal tools.
- Conduct project meetings with clients, providing technical expertise and clear communication throughout the process.
- Collaborate with internal teams (Account Executives, Project Management, Client Support, QA, Development) to ensure excellent client experience.
- Develop and publish articles in the WeSuite Knowledge Base to support client learning and software adoption.
- Become an expert in the configuration and use of WeSuite software, tools, and systems to provide top-quality solutions.
- A client-focused professional who enjoys collaborating across teams and working directly with clients.
- A problem solver with strong technical skills in SQL, C#, HTML, and Crystal Reports.
- Experienced in project management, troubleshooting, and providing enterprise software support.
- Able to communicate clearly, both verbally and in writing, and can manage multiple projects effectively.
- Motivated to continuously learn and deepen expertise in WeSuite software.
- 3 years of experience supporting enterprise software applications.
- Strong technical skills: SQL Server, writing SQL queries, Crystal Reports, C#, HTML.
- Proficiency in Microsoft Windows environment and tools (Excel, Word).
- Experience with project management and collaboration tools (Monday.com, ZenDesk).
- Excellent written and verbal communication skills.
- Experience troubleshooting technical issues and providing solutions to clients.
- Advanced experience in configuring and automating client-specific documents within enterprise software.
- Prior experience in software documentation or knowledge base creation.
- Exposure to client-facing technical support in a SaaS or software development environment.
- High Autonomy, High Impact: Operate with independence and drive initiatives that influence outcomes across multiple companies.
- Career Growth: Join a rapidly expanding investment group with exposure to M&A, integration, and operational excellence.
- Culture of Learning: A strong commitment to professional growth and continuous improvement.
- Collaborative, Entrepreneurial Environment: Work alongside leaders across multiple industries—no two days are the same.
- Comprehensive Benefits & Perks: Health, dental, and vision coverage, paid time off, and more.
- Employee Events & Team-Building: Regular opportunities to connect and collaborate across our global network.
#WeSuite