Documentation Specialist
$30 - $40 per hourTEKsystems
Description Position Summary: The Instructional Content & Procedure Specialist will be responsible for the end-to-end lifecycle of Tier 1 Advisor-facing content - from authoring and updating training materials and Quick Reference Guides (QRGs) to coordinating stakeholder approvals and publishing finalized procedures to Advisor reference pages. The role also contributes to a continuous improvement cycle by participating in chatbot calibration sessions and incorporating insights from both Advisor knowledge gaps and chatbot performance evaluations into ongoing procedure enhancements ________________________________________ Key Responsibilities Content Development & Maintenance
- Review, update, and maintain training materials, Quick Reference Guides (QRGs), and support use case examples for Tier 1 Advisors supporting a back office operations group
- Ensure all materials accurately reflect current procedures, Advisor handling guidelines, and operational policies
- Make corresponding updates to training content whenever underlying procedures change, ensuring alignment across all reference assets
- Maintain consistency in structure, tone, terminology, and formatting across the full content library
- Participate in scheduled calibration sessions to evaluate chatbot performance against established Advisor handling procedures
- Review chatbot-generated responses to Advisor queries, scoring accuracy and alignment with documented procedures
- Document findings and identify recurring gaps or misalignments between chatbot outputs and expected Advisor handling
- Analyze patterns from chatbot calibration results and Advisor knowledge gaps to identify opportunities for procedure clarity and enhancement
- Incorporate learnings into a structured cycle of continuous content and procedure improvements
- Proactively recommend updates that improve Advisor comprehension, reduce handling errors, and increase content usability
- Manage the review and approval workflow for all procedure updates, ensuring timely coordination with key stakeholders across the organization
- Track feedback, consolidate revisions, and drive content to final approval
- Publish approved procedures and reference materials to Advisor-facing resource pages, ensuring accuracy and accessibility at time of publication
- 2+ years of experience in writing, instructional design, knowledge management, or content development - preferably within a support operations or customer-facing environment
- Demonstrated ability to translate complex operational procedures into clear, concise, and user-friendly content for frontline support teams
- Strong organizational skills with experience managing multiple content projects and stakeholder review cycles simultaneously
- Excellent written communication skills with a high standard for accuracy and attention to detail
- Ability to work independently and manage deadlines in a fast-paced environment
- Experience supporting Tier 1 or Tier 2 Advisor/agent teams in a contact center or support operations setting
- Familiarity with chatbot or AI quality evaluation, calibration methodologies, or conversation scoring
- Background in fintech, digital payments, mobile commerce, or related technology domains
- Proficiency with content management, knowledge base, or publishing platforms (e.g., Confluence, SharePoint, Guru, or similar)
- Experience working within an approval and governance workflow for regulated or compliance-sensitive content
$36.06 - $40.87 per hour
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