New Accounts Forms Specialist


The position is responsible for programming documents for new customers on-boarding TO IDMS.  The position is also responsible for programming addon document requests for existing iDMS customers.

Program electronic documents
Coordinate with a Project Manager on new iDMS builds
Solely manage assigned addendum projects for additional documents for existing customers
Provide customer with functional documents for new installs ensuring that the forms are compliant for the state they are programmed
Assure that document programming is complete and tested prior to install dates
Develop strategies and tools for improving document processing
Work with Programming Team on document product enhancements
Maintain thorough follow-up communication with customers, team members and entire company
Maintain databases, electronic file storage and paper files
Train customers how to properly generate documents from iDMS
Setup impact printers for new customers
Create and maintain documentation in Salesforce
Submit variable requests to Support and test data before delivering document to client
Complete other duties as assigned

One year of related professional experience with electronic document layout, imaging and processing preferred
Proven expertise using Adobe Acrobat, Microsoft Excel and Microsoft Word
Understanding of titling requirements and procedures preferred
Good interpersonal verbal and written communication skills required
Ability to prioritize, utilize strong organizational skills, and carry out duties with minimal supervision
Attention to detail is required
Must have the ability to work in a fast-paced office environment and implement company changes. Ability to work under pressure is essential.
Detail oriented and efficient time management. Should be able to handle multitasking.
Must possess good judgment, initiative, strong work ethic and dependability
Ability to handle proprietary information in a confidential and professional manner
Comprehensive software background is necessary, along with keen interest and ability to learn technology quickly
Strong candidates will have a high attention to detail, be self-motivated and capable of multi-tasking in a fast-paced environment

Medical, Dental, Vision, 401k
Company-paid Life & Disability Insurance
Paid Vacation, Sick Days & Holidays
Paid Parental Leave
Wellness Program that pays up to $200 per year
Collaborative & Open Office Environment 

DealerSocket is a leading provider of software for the automotive industry. Our mission is to drive the future of automotive, by simplifying the experience for its customers and partners with a suite of seamlessly integrated products. DealerSocket’s suite of products includes advanced Customer Relationship Management (CRM), innovative Digital Marketing and Websites, robust Vehicle Inventory Management, insightful Analytics Reporting, and solutions to streamline dealer operations such as Desking, Credit Reporting, Compliance, and a Dealer Management System (DMS) for dealers of all sizes. To put it simply: we help dealers sell and service vehicles more profitably, while improving their customers’ experience. The DealerSocket Team is more than 1,000 employees strong, serving nearly 8,000 dealerships. Visit to learn more about how you can join our winning team!

Apply Now Copy Link