Training Documentation Specialist

US-UT-Salt Lake City | US-FL-Orlando
# of Openings
General and Administrative
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Las Vegas, Grand Rapids and Charleston, SC. We are looking for a passionate Documentation Specialist with excellent writing skills who will focus on creating engaging documentation for internal PlanSource employees as well as external clients. We are looking for innovative ways to educate and continuously develop our employees, do things a little differently, and need someone with a get-things-done mindset and approach, that is ready to roll up their sleeves and revolutionize our documentation practices in support of a well-trained and productive group of users of our platform .


About the Documentation Specialist


Are you analytical yet creative, love a challenge and get your thrills through empowering others? If so, then we want to talk to you. As a Documentation Specialist you will work in close partnership with key stakeholders and SME’s to create engaging documentation for internal and external clients including but not limited to software product documentation, release documentation,  SOPs  . This position will report to the Manager of Learning and Development.


You will play a pivotal role in creating processes to capture, manage and create documentation which reflects the current and growing knowledge of our workforce. The successful candidate will be relentless in their pursuit to stay ahead of new products/enhancements, thrive in a fast-paced environment, willing to break the status quo and devise creative, high-impact documentation strategies which will empower our organization to build innovative technology that revolutionizes the way healthcare benefits are bought, sold and managed.


No two days will be the same for the Documentation Specialist, but these will be your primary responsibilities:

  • Partner with department managers and subject matter experts to create technical documentation  specific to software documentation, product releases, Job Aids, etc.
  • Create, implement and maintain processes supporting quarterly release updates. Including but not limited to producing instructional documentation and executing a communication strategy
  • Partner with all departments to document inter-departmental workflows, processes and best practices
  • Create engaging and compelling documentation that enhances transfer and retention
  • Select photographs, drawings, sketches, diagrams, and charts to supplement written word and illustrate material
  • Routinely work alongside product development teams and participate in testing strategies
  • Creates templates for standardizing and maintaining version control of training material and documentation
  • Review current materials and recommend revisions or changes in scope, format, content, and methods of delivery to increase effectiveness
  • Occasionally facilitate training sessions (ILT, Webinars, etc.) as appropriate
  • Additional projects and responsibilities as assigned

About You


As a Documentation Specialist, you are tech savvy, have a passion to find solutions and be the one who doesn’t just envision it – you’ll drive to successfully get it done too. We have a fast-paced culture and to be successful here, you must be comfortable working under pressure, working cross functionally, across domestic time zones and having a pragmatic approach to the work. You are the kind of person who has a focus on results and loves to inspire people. Below are the primary qualifications/skills needed to be considered for the role:

  • Proven working experience in technical writing
  • Well adept at mining information from various stakeholders, partners, SMEs, etc.
  • Experience in software documentation
  • Ability to quickly grasp and translate complex technical processes into easy to follow engaging content via effective copy, instructional text and media elements
  • Proactively identify documentation opportunities and pursue solutions with minimal supervision
  • You’re highly organized and adept in creating strategies for maintaining lots of content
  • You possess a strong sense of urgency in driving projects to completion
  • A wide degree of creativity and latitude is expected
  • Although process driven, you are not stuck in the process rut and find great joy in breaking the status quo to find new and innovative ways to not only get the work done but elevate the process and empower others
  • Strong working knowledge of Microsoft Office

The following desired qualifications will greatly enhance the success of this position

  • You’re naturally curious, love learning new things and possess a training mindset
  • You are not a silo, hence you enjoy working with people and across functional teams
  • Possess outstanding communication and relationship skills and fearless in your ability to facilitate conversations with leadership in support of building documentation solutions
  • Command of project management tactics, inclusive of but not limited to prioritization, negotiation, multi-tasking, etc.

We are really looking for an individual that will help move us into the future in terms of our documentation and training practices, therefore while not required, the following skills would bring additional value.

  • Knowledge of adult learning principles and tactics
  • Instructional Design knowledge
  • Ability to advocate for the modern learner: Help the organization understand the needs of the learner and recommend best fit learning solutions to support a fast-moving and ever-changing industry

What We Offer

  • Great compensation package, including a full suite of benefits.
  • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
  • Fast-paced environment with big goals and the opportunity make a big impact.

 Top ten reasons to come to PlanSource:


#10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.


#9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.


#8: Success is rewarded.  With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.


#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.


#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.


#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.


#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.


#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.


#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.


#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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