{"schemaVersion":"jobsearcher.job.v1","id":"e312f0e5b2ba2ebdb7e3de10","url":"https://jobsearcher.com/jobs/e312f0e5b2ba2ebdb7e3de10","canonicalUrl":"https://jobsearcher.com/jobs/e312f0e5b2ba2ebdb7e3de10","title":"Technical Lead, Document Services","description":"Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.\n\nSection 1: Position Summary\n\nThe Document Services team provides employer plan documents for qualified retirement plans. This position will participate in product, project, and workflow initiatives as a Subject Matter Expert (SME) for Document Services roles. The Technical Lead will proactively manage components of the plan document process to ensure timely and accurate delivery of plan document packages for employer signature. This position will handle automated/mass processes for the document services team as well as identify and implement additional automation opportunities.\n\nSection 2: Job Functions, Essential Duties and Responsibilities\n\nAct as Subject Matter Expert for Document Services in project/product meetings and assist in documentation and training:\nParticipate in working through changes needed for the document processes\nProvide specific training\nCoordinate needed updates to procedural documentation\nManage all elements of plan document events and tasks that include detailed needs assessment review, service definition, coordination with multiple parties\nCollaborate with leadership and team members to continuously improve and automate document processes\nProvide input to leadership on client issues and weekly/monthly reports as defined\nProactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability\nAct as mentor and coach to other Document Services staff and provides one-on-one and group training to staff as requested\nFacilitate process improvement initiatives specific to document services including analysis, testing support and quality controls and procedural documentation.\nResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.\nOur I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.\nAssist with other tasks and projects as assigned\n\nSupervision\n\nResponsible for the design and supervision of automated document processes\nManage 3-5 document projects with established timelines and/or budgets\n\nSection 3: Experience, Skills, Knowledge Requirements\n\nBachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience\nMinimum of 3 years of industry experience in retirement services environment including client services experience\nStrong knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype)\nStrong presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.\nExcellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base\nComputer literacy with recordkeeping systems and trust systems; experience with plan document generation systems preferred\nProficiency in MSOffice software applications, specifically Word, Excel, Access, and Visio\nStrong analytical and problem resolution skills\nAbility to work in a team environment to ensure common goal of providing exceptional customer service\nAbility to work well under pressure with multiple priorities and deadlines in a high stress environment\nAbility to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company\nMust possess strong facilitation, negotiation, and conflict resolution skills\nAbility to escalate issues to appropriate levels within an organization\nAbility to facilitate meetings to obtain feedback and information and document findings\n\nWe are proud to be an Equal Opportunity Employer\n\nBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.","company":"Ascensus","rawCompany":"ascensus","city":"Annandale","state":"MN","isRemote":false,"isActive":false,"createdAt":"2026-11-08T10:00:02.269Z","occupations":[{"code":"15-1299.03","title":"Document Management Specialists","slug":"document-management-specialists"},{"code":"27-3042.00","title":"Technical Writers","slug":"technical-writers"},{"code":"43-1011.00","title":"First-Line Supervisors of Office and Administrative Support Workers","slug":"first-line-supervisors-of-office-and-administrative-support-workers"}],"industries":[{"code":"561410","title":"Document Preparation Services","slug":"document-preparation-services"},{"code":"525110","title":"Pension Funds","slug":"pension-funds"},{"code":"541512","title":"Computer Systems Design Services","slug":"computer-systems-design-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Technical Lead, Document Services","description":"Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.\n\nSection 1: Position Summary\n\nThe Document Services team provides employer plan documents for qualified retirement plans. This position will participate in product, project, and workflow initiatives as a Subject Matter Expert (SME) for Document Services roles. The Technical Lead will proactively manage components of the plan document process to ensure timely and accurate delivery of plan document packages for employer signature. This position will handle automated/mass processes for the document services team as well as identify and implement additional automation opportunities.\n\nSection 2: Job Functions, Essential Duties and Responsibilities\n\nAct as Subject Matter Expert for Document Services in project/product meetings and assist in documentation and training:\nParticipate in working through changes needed for the document processes\nProvide specific training\nCoordinate needed updates to procedural documentation\nManage all elements of plan document events and tasks that include detailed needs assessment review, service definition, coordination with multiple parties\nCollaborate with leadership and team members to continuously improve and automate document processes\nProvide input to leadership on client issues and weekly/monthly reports as defined\nProactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability\nAct as mentor and coach to other Document Services staff and provides one-on-one and group training to staff as requested\nFacilitate process improvement initiatives specific to document services including analysis, testing support and quality controls and procedural documentation.\nResponsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.\nOur I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.\nAssist with other tasks and projects as assigned\n\nSupervision\n\nResponsible for the design and supervision of automated document processes\nManage 3-5 document projects with established timelines and/or budgets\n\nSection 3: Experience, Skills, Knowledge Requirements\n\nBachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience\nMinimum of 3 years of industry experience in retirement services environment including client services experience\nStrong knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype)\nStrong presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.\nExcellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base\nComputer literacy with recordkeeping systems and trust systems; experience with plan document generation systems preferred\nProficiency in MSOffice software applications, specifically Word, Excel, Access, and Visio\nStrong analytical and problem resolution skills\nAbility to work in a team environment to ensure common goal of providing exceptional customer service\nAbility to work well under pressure with multiple priorities and deadlines in a high stress environment\nAbility to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company\nMust possess strong facilitation, negotiation, and conflict resolution skills\nAbility to escalate issues to appropriate levels within an organization\nAbility to facilitate meetings to obtain feedback and information and document findings\n\nWe are proud to be an Equal Opportunity Employer\n\nBe aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.","datePosted":"2026-11-08T10:00:02.269Z","dateModified":"2026-11-08T10:00:02.269Z","hiringOrganization":{"@type":"Organization","name":"Ascensus","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Annandale","addressRegion":"MN","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e312f0e5b2ba2ebdb7e3de10"},"url":"https://jobsearcher.com/jobs/e312f0e5b2ba2ebdb7e3de10"}}