Who We Are

Docupace Technologies is a technology company built for the financial services and wealth management industry. For over 20 years, we have dedicated our resources to solving some of the most frustrating and time-consuming problems faced daily by advisors, broker-dealers, and RIAs.

Our team is built from a diverse set of talents: software developers, technology leaders, professional services delivery, and client services geniuses that all come together to make us the leader in digitizing and automating document management, transactions, workflow integrations, and API's. This role can be a remote-based role and may require travel to our offices or client sites.

Docupace offers competitive benefits to our full-time employees including Medical, Dental, and Vision Insurance, FSA/HSA, Life Insurance, AD&D, STD, LTD, Flexible Paid Time Off, and 401k plan.


Summary


Our Configuration Analyst is responsible for converting business requirements into workable solutions for our clients.  This involves using best practices to configure and implement all the relevant requirements.  We are seeking self-motivated individuals who can help simplify the day-to-day lives of our partners in the Financial Services industry.

 The ideal candidate will need to be able to learn and understand the Docupace proprietary platform to properly organize, design, and construct various tasks across several clients, potentially affecting multiple business areas and departments. This individual will have flexibility in the role to use their creativity and imagination in designing what can be a solution for a client, exceeding the industry standard of pre-determined solutions. Additionally, this role bridges our Customer Care Team and our Product Analysts, allowing for future potential career pathways which include Product Architect, Solutions Analyst, Solutions Architect, and Product Management. This individual will be expected to complete project tasks on schedule while producing and maintaining quality work.  Other essential responsibilities may include, but are not limited to, the following:

Responsibilities

  • Provide configuration support to our internal teams based on the changing business needs of our clients
  • Assist in system analysis, research, development, and testing activities
  • Recommend changes or improvements to existing processes when applicable
  • Assist with complex deployment and post-deployment needs
  • Provide technical guidance to Customer Care and Support Staff
  • Enabling API integrations for multiple purposes ranging from New Account Opening solutions, eSign, Commissions, Compliance, CRM, Portfolio Management, Financial Planning, and more   
  • Collaborate with developers on the design, build, and implementation of custom user interfaces
  • Maintain and improve technical documentation of our business processes
  • Coordinate priorities using scrum methodologies while working within your planned sprints
  • Manage communication for internal/external clients providing succinct, proactive updates and setting expectations through to resolution


Education and Experience:

  • Bachelor’s degree in Computer Science or a related field
  • Minimum 2-4 years of Systems Analyst or Software/Application Developer experience is preferred
  • Experience in the Financial Services industry is preferred
  • Experience testing and troubleshooting REST API calls are desirable
  • Experience working with programming languages such as Java and Oracle, and coding languages such as HTML5 and JavaScript is desirable


Knowledge, Skills, and Abilities:

  • Excellent communication and teamwork skills, able to understand a business user and translate
  • Capable of participating in and potentially facilitating meetings and conferences
  • Experience multitasking and working through multiple projects simultaneously
  • Analytical thinking with the ability to learn new software and technologies quickly
  • Strong attention to detail and task completion
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