Salesforce Business Process Analyst and Document Automation ( Conga / X-Author )

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

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.

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.
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).
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.