Documentation Specialist

Broomfield, Colorado, United States | Full-time


­­­­­­­­­­­­­­­­­­­­­­­­Documentation Specialist – Broomfield, CO

Our client is a global multi-billion dollar Consumer Packaged Goods company, based in Broomfield, CO.  They are seeking a contract to hire Documentation Specialist to work in their Broomfield, CO office.  Estimated length of assignment is 3 months, at which time there could be possibility of conversion to permanent.


The Documentation Specialist is responsible for managing all documents for trade claims and accounts receivable, ensuring that all documents from various sources are captured and maintained in the company’s systems. This includes obtaining documentation for assigned customers, researching unknown payments from customers, ensuring automated processes are functioning properly and managing shared email boxes as well as mailed documentation.  This position is a dynamic role where you can leverage your customer service skill set and intellectual curiosity to help a growing business. 


  • Manage the collection of all documents from various sources and import into trade management tool
  • Monitor and escalate issues with automated processes within the trade management tool
  • Change customer behavior to improve documentation quality and timeliness
  • Index documents to create transactions in trade management tool, including item capture for specific customers
  • Sort and scan mail and ensure sent to trade management tool to be indexed
  • Manage document retention requirements for mailed documentation
  • Manage email rules/forwarding for documents to be sent to trade management tool
  • Research unknown payments from customers and determine next steps
  • Manage all new transactions in trade management tool including monitoring and manually merging transactions as needed and identifying deductions with no documentation
  • Establish positive cross-functional relationships to respond to the needs of the business and the customer
  • Get involved when process improvement opportunities arise
  • Meet stated financial goals and objectives
  • Work within an organization that is focused on value added activities, maintaining a high level of productivity, integrity and trust thereby positioned to respond to the needs of a growing company and our customers
  • Deliver best in class service to internal and external partners
  • All other duties as assigned


  • Bachelor’s Degree or 3 years of related work experience preferred
  • Intermediate/Advanced Microsoft Excel skills
  • Strong communication and customer service skills
  • Ability to multi-task in a fast paced environment
  • Accounts receivable and collections preferred
  • Must possess strong analytical and organizational skills
  • Ability to interact and communicate with all levels in a matrix organization
  • Encourages cross functional collaboration and effectiveness
  • Excels in both oral and written communication skills, able to tell stories with data
  • SAP, HighRadius, CAS experience preferred
  • Process improvement
  • Problem solving