Strong attention to detail and organization skills; capable of managing multiple documents and version cycles simultaneously
Demonstrated experience maintaining templates, forms, or operational documentation in a structured environment
Excellent communication and collaboration skills; able to partner effectively across departments and functions
Proactive and process-driven, with a commitment to maintaining compliance and operational excellence
Strong analytical and problem-solving skills with a focus on accuracy and consistency
Team-oriented and adaptable, with a proactive approach to supporting additional priorities across the sales operations organization
Responsibilities
Develop, maintain, and communicate Sales Policies and Rules of Engagement to ensure alignment and consistency across the business. Must be able to think holistically to determine when policies should be distinct or consolidated for clarity across channels
Own and manage all Global Payments forms, operations manuals, and directories, ensuring they are accurate, current, and aligned with business and compliance requirements
Oversee the creation, maintenance, and distribution of templates and forms across the organization
Partner with Sales, Underwriting, Legal, and other cross-functional teams to coordinate updates, approvals, and content accuracy
Serve as the gatekeeper for document use—ensuring only approved, current versions are available and utilized
Maintain version control processes to track document history, updates, and ownership
Ensure compliance with regulatory and brand standards across all operational materials
Develop and manage a structured repository for operational documents that supports efficiency and accessibility
Identify and implement process improvements to streamline document creation, maintenance, and communication
Support audit requests and compliance reviews by providing accurate documentation and history
Communicate updates and changes to relevant stakeholders clearly and proactively