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DocuSign Platform Owner (Remote Opportunity)

SouthState Bank, N.A.
United States, Florida, Winter Haven
Sep 22, 2024

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

SUMMARY/OBJECTIVES

It is the responsibility of the DocuSign Platform Owner to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. This position is responsible for, but not limited to, managing, coaching, and motivating a team of highly skilled individuals in a fast paced, multi-faceted workplace; deliver quality results to all areas of the Bank within established time frames. Oversee various projects and initiatives. Must be able to foster a collaborative environment among all departments in the bank and can take conceptual ideas and turn them into tangible results using the DocuSign Platform.

This includes ownership of the implementation and configuration of the DocuSign platform and processes, as well as its ongoing support, maintenance, and improvements. This role collaborates and coordinates with other team members and external Business Partners, who own workflow and processes or modules, to create a unified platform. Position can be located in either of the following states: Florida, Georgia, Alabama, North Carolina, South Carolina, Tennesse, New York, New Jersey, Texas, or Virginia. It is 100% remote.

ESSENTIAL FUNCTIONS

Responsible for managing and leading the team in charge of DocuSign platform administration

  • Act as the business lead and owner of the DocuSign Platform program and related functions.
  • Responsible for DocuSign project timelines and delivery along with assigned project manager. Understand the business context and how to translate business and functional requirements into a sustainable DocuSign implementation
  • Provide insight and expertise into the DocuSign platform capabilities and vendor product roadmap
  • Work with DocuSign team and business units to identify opportunities where the DocuSign application can create streamlining, efficiency and automation.
  • Critically evaluate business unit requirements, Strategic vision of the platform to develop design concepts.
  • Support the department strategy by developing tactics that drive discovery and analysis within the project lifecycle. Administer and monitor the development and functionality of the DocuSign application.
  • Effectively communicate insights and plans to cross-functional team members and management
  • Monitor health, usage, and overall compliance of DocuSign
  • Work with team members and business lines to identify and refine business requirements and workflows
  • Maintain documentation of processes supported, to include standards and procedures.
  • Adhere to existing processes/standards/policies as set forth by the Company or other departments as these apply.
  • Aid other employees by liaising with them through healthy and positive interactions
  • Regularly coach team members for optimal performance and results
  • Continuously update skills by participating in professional training
  • Seek opportunities to improve skills through cross-training offered by the Bank
  • Serve as a back up to the other DocuSign team members
  • May become responsible for supporting other processes and duties in supporting area

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

  • Strong working knowledge of DocuSign components such as Templates, PowerForms, as well as working knowledge of ITSM components such as Service Catalog, Change/Incident/Problem Management, Knowledge, Performance Analytics.
  • Strong understanding of banking operations and process.
  • Knowledge or certification in ITIL
  • Subject matter expert and consults with clients and/or project teams.
  • Advanced knowledge MS Office tools, particularly Excel, PowerPoint, Visio, Word, and SharePoint
  • Advanced understanding of businesses supported
  • Strong written and verbal communication skills
  • Ability to learn and grasp new concepts and business processes quickly.
  • Detail-oriented with ability to communicate with diverse stakeholders
  • Organizational skills; ability to multi-task and prioritize; strong attention to detail; ability to work in a dynamic environment, independently and within teams

PROFESSIONAL

  • Sundown rule returning calls and emails before the end of the day, even if to let the inquirer know that you are working on the issue/request.
  • Serve as a resource for change enablement by embracing change and championing new ideas/opportunities.
  • Develop business partnerships to build and increase buy-in across multiple lines of business and functions. Establish effective relationships with Technology personnel, program and project managers, and other business partners.
  • Prioritize and manage own and team's workload in order to deliver quality results and meet timelines. Ensure quality and accuracy of data and information is a priority.
  • Support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/points of interest.
  • Identify and recommend opportunities to enhance productivity, effectiveness and operational efficiency of the business unit and/or team.
  • Facilitate cross departmental meetings effectively with prepared agendas and clear next steps to move toward implementation, completion, or resolution of projects or issues.
  • Continuously enhance knowledge/expertise in own area and keep current with trends/development and regulatory changes which may affect documentation or processes. Develop awareness of South State Bank Technology services, applications, infrastructure, analytical tools and techniques which can contribute to better analysis.
  • Possess and demonstrate effective communication skills/habits, both written and verbal
  • Successful in creating confidence of capabilities with team members and business stake holders

QUALIFICATIONS, EDUCATION, AND CERTIFICATION REQUIREMENTS

  • Education: Bachelor's degree or equivalent experience required, ITIL Certification preferred; experience with Agile projects
  • Experience: 2 + years of DocuSign administration experience preferred, DocuSign System Administrator certification, Data Analysis, Reporting & Metrics, Knowledge of MS Office. Minimum of 5 years of experience in DocuSign Implementation and maintenance of large complex environments. 5+ years BA or PA experience. Proven success in scoping, integrating, and implementing large projects. Experience in leading people and technology platforms.
  • Certifications/Specific Knowledge: Firm understanding of DocuSign applications and modules. Expert knowledge of bank operations, technology, and their applications. Proven success in scoping, integrating, and implementing large projects.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation, Continued Leadership Development

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