Document Automation Specialist

1 month ago


Melbourne, United States Data Flow Systems, LLC Full time

Position Summary:

The Document Automation Specialist is a key player in automating complex document creation processes that are central to Data Flow Systems’ projects, from generating an initial quote to producing the custom Remote Terminal Unit (RTU). Developing and maintaining this document automation system requires advanced proficiency in Microsoft Excel and Microsoft Word and expertise in VBA (Visual Basic for Applications) programming.


Job Duties:

Excel Workbook, Word Document, and VBA Macro Development and Maintenance:

  • Design, code, and maintain VBA Excel macro-enabled workbooks to automate a complex and highly customizable product quotation process, including seamless data transfer and integration between Excel and Word to rapidly generate customer-facing proposal documents.
  • Develop and update solutions for linking to remote data sources to ensure real-time and accurate data retrieval for document generation.

Data Export:

  • Implement and maintain CSV and XML export functionalities within Excel to facilitate automated document generation for SCADA system configurations and CAD-based electrical drawings, maintaining formatting consistency and reducing manual data entry.

Quality Assurance:

  • Conduct thorough reviews of documents generated by Controls Engineers and Sales Engineers via MS Excel workbooks and VBA macros, ensuring accuracy, completeness, and compliance with established standards, and provide feedback on necessary adjustments as needed.

Collaboration:

  • Collaborate closely with cross-functional teams, understanding their data requirements and implementing solutions that enhance document creation efficiency.
  • Provide training and support to end-users on utilizing advanced Excel and Word functionalities, and assist in troubleshooting issues related to data integration and document automation.

Continuous Improvement:

  • Stay updated on emerging technologies, industry trends, and best practices, recommending and implementing improvements to enhance the overall document automation workflow.


Competencies Needed to Support the Following Core Values

  • Make it SIMPLE & EASY for our customers.
  • People first: PROACTIVE and EMPOWERED
  • HONESTY, HUMILITY, AND INTEGRITY in everything we do
  • Never mistake ACTIVITY FOR ACHIEVEMENT
  • REPUTATION above all
  • Committed to CONTINUOUS IMPROVEMENT


Job Requirements:

  • Proven expertise in Microsoft Excel and Word, with an emphasis on advanced VBA programming and automatic generation of Word documents populated with data from Excel.
  • Experience with connecting to and retrieving data from external sources.
  • Proficiency in automated XML and CSV export and mapping within Excel.
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration skills.
  • Ability to manage multiple tasks and priorities in a dynamic work environment.
  • Certification or specialized coursework in VBA programming, XML, and data integration is preferred.


Education Requirements:

  • Associates degree in Business Information Systems with 2 or more years of experience creating integrated document automation systems in a business environment.
  • A bachelor's degree in business information systems is preferred.


Physical Demands:

  • Body Positions: Includes standing, sitting, walking, lifting (up to 60 lbs), talking, hearing, and handling.
  • Work will be predominantly indoors in a temperature-controlled environment.
  • The typical noise level is low to moderate.


  • Melbourne, United States Data Flow Systems, LLC Full time

    Position Summary:The Document Automation Specialist is a key player in automating complex document creation processes that are central to Data Flow Systems’ projects, from generating an initial quote to producing the custom Remote Terminal Unit (RTU). Developing and maintaining this document automation system requires advanced proficiency in Microsoft...


  • Melbourne, United States Orion180 Insurance Services, LLC Full time

    Job DescriptionJob DescriptionOrion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to be the premier provider of insurance solutions to our clients across the globe. Our mission is to...


  • Melbourne, United States Orion180 Insurance Services, LLC Full time

    Job DescriptionJob DescriptionOrion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to be the premier provider of insurance solutions to our clients across the globe. Our mission is to...


  • Melbourne, United States K. Parks Consulting Full time

    Job DescriptionJob DescriptionSalary: DOEWe are looking for a developer to grow our team with automated workflows! The position is contract and expected to be a part-time time commitment.Working through a backlog and then on a per-project basis. The ideal candidate should have advanced knowledge of JavaScript, CSS, Application Programming Interfaces, and...


  • Melbourne, United States Booz Allen Hamilton Full time

    Job Number: R0197275 Salesforce Automation Tester The Opportunity : How do we know if the critical systems we develop for the healthcare industry will stand up to real-world use? How can we be sure the tools we design can integrate seamlessly into existing environments? When you build some of the most important systems in the world, you can't leave anything...


  • Melbourne, Florida, United States Booz Allen Full time

    Salesforce Automation TesterThe Opportunity:How do we know if the critical systems we develop for the healthcare industry will stand up to real-world use? How can we be sure the tools we design can integrate seamlessly into existing environments? When you build some of the most important systems in the world, you can't leave anything to chance. That's why we...


  • Melbourne, United States Booz Allen Hamilton Full time

    Job Number: R0197275Salesforce Automation Tester The Opportunity: How do we know if the critical systems we develop for the healthcare industry will stand up to real-world use? How can we be sure the tools we design can integrate seamlessly into existing environments? When you build some of the most important systems in the world, you can't leave anything to...


  • Melbourne, United States Booz Allen Hamilton Full time

    Salesforce Automation Tester The Opportunity: How do we know if the critical systems we develop for the healthcare industry will stand up to real-world use? How can we be sure the tools we design can integrate seamlessly into existing environments? When you build some of the most important systems in the world, you can't leave anything to chance. That's why...


  • Melbourne, United States Booz Allen Hamilton Full time

    Salesforce Automation Tester The Opportunity: How do we know if the critical systems we develop for the healthcare industry will stand up to real-world use? How can we be sure the tools we design can integrate seamlessly into existing environments? When you build some of the most important systems in the world, you can't leave anything to chance. That's why...


  • Melbourne, United States Booz Allen Hamilton Full time

    Job Number: R0197275Salesforce Automation Tester The Opportunity: How do we know if the critical systems we develop for the healthcare industry will stand up to real-world use? How can we be sure the tools we design can integrate seamlessly into existing environments? When you build some of the most important systems in the world, you can't leave anything to...


  • Melbourne, United States L3Harris Technologies Full time

    Job Title: Sr Specialist, Integration & Test Engineering Job Code: 11236 Job Location: Melbourne, FL L3Harris Technologies is seeking an experienced software and hardware Integration & Test Engineer with a minimum of 6 years’ experience integrating and testing complex communications systems. The successful candidate will be responsible for integration...


  • Melbourne, United States Space Coast Credit Union Full time

    Works closely with other internal departments or external vendors to provide extraordinary service to member. Makes recommendations to department management regarding the automation of servicing procedures using the Spectrum servicing system or a 3rd Specialist, Banking, Healthcare


  • Melbourne, United States Space Coast Credit Union Full time

    Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for a **Loan Servicing Specialist II **to join our _ONESCCU_ team at our **Melbourne Headquarters**! SCCU has been in business for over 70 years, has over 8 billion dollars in assets and **WE ARE GROWING!** Our Members are our top priority and we stand behind our...


  • Melbourne, United States BOOZ, ALLEN & HAMILTON, INC. Full time

    Salesforce Quality Assurance Specialist The Opportunity: When a user tries a new system, they expect it to be intuitive and run smoothly. Functionality, reliability, and user experience are key to successful information systems-and that means rigorous testing. That's why we need you, an aspiring quality assurance specialist who's eager to help thoroughly...


  • Melbourne, United States SCCU Full time

    Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for a Loan Servicing Specialist II to join our ONESCCU team at our Melbourne Headquarters! SCCU has been in business for over 70 years, has over 8 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise:...


  • Melbourne, United States SCCU Full time

    Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for a Loan Servicing Specialist II to join our ONESCCU team at our Melbourne Headquarters! SCCU has been in business for over 70 years, has over 8 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise:...


  • Melbourne, United States Orion180 Full time

    Job DescriptionJob DescriptionOrion180 is a people-focused and technology-driven insurance brand that leverages proprietary technology and real-time data to streamline insurance underwriting and solution offerings. We empower independent insurance agents to deliver superior insurance solutions and ensure an exceptional customer experience.Orion180’s vision...


  • Melbourne, United States Orion180 Full time

    Job DescriptionJob DescriptionOrion180 is a people-focused and technology-driven insurance brand that leverages proprietary technology and real-time data to streamline insurance underwriting and solution offerings. We empower independent insurance agents to deliver superior insurance solutions and ensure an exceptional customer experience.Orion180’s vision...


  • Melbourne, United States Orion180 Full time

    Job DescriptionJob DescriptionOrion180 is a people-focused and technology-driven insurance brand that leverages proprietary technology and real-time data to streamline insurance underwriting and solution offerings. We empower independent insurance agents to deliver superior insurance solutions and ensure an exceptional customer experience.Orion180’s vision...


  • Melbourne, United States Orion180 Full time

    Job DescriptionJob DescriptionOrion180 is a people-focused and technology-driven insurance brand that leverages proprietary technology and real-time data to streamline insurance underwriting and solution offerings. We empower independent insurance agents to deliver superior insurance solutions and ensure an exceptional customer experience.Orion180’s vision...