Workflow Processor

Workflow Processor

Department: Workflow & Fulfillment
Reports To: Director of Workflow & Fulfillment

Position Summary

The Workflow Processor plays a key role in supporting the end-to-end workflow for print and direct mail projects. This position is responsible for processing customer orders, preparing mailing data, maintaining product information within internal systems, and ensuring accurate job setup for production. Working closely with Sales, Account Management, Customer Service, and Production, the Workflow Processor helps ensure projects are processed efficiently, meet quality standards, and are delivered on time. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced production environment.

Key Responsibilities

• Enter and process customer orders received from Sales, Account Management and Customer Service teams, ensuring complete and accurate job specifications.
• Prepare and process mailing projects using AccuZIP mailing software. 
• Clean, validate, and normalize customer databases using Microsoft Excel, resolving data and file issues as needed. 
• Review artwork, mailing instructions, and customer files to ensure production readiness. 
• Serve as the liaison between customer-facing teams and Production, communicating job requirements, production schedules, and delivery updates. 
• Coordinate with internal departments to ensure project requirements are completed accurately, efficiently, and on schedule. 
• Maintain and update product information within the company's back-office management system, including adding, modifying, and retiring products and services. 
• Configure product options, pricing, and specifications to support customer orders and production requirements. 
• Process customer customization requests by updating product attributes, workflows, and order configurations within internal systems. 
• Ensure compliance with USPS mailing regulations, company standards, and quality control procedures. 
• Identify opportunities to improve workflow efficiency, enhance data accuracy, and support continuous process improvement initiatives. 

Qualifications

• High school diploma or equivalent required; Associate degree preferred. 
• Two or more years of experience in a print, mailing, fulfillment, or production environment preferred. 
• Experience with AccuZIP or similar mailing software preferred. 
• Advanced proficiency in Microsoft Excel, including sorting, filtering, formulas, data cleanup, and formatting. 
• Experience with order entry, ERP, MIS, or other production management systems is a plus. 
• Strong attention to detail, organizational, and time management skills. 
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment. 
• Excellent communication, problem-solving, and customer service skills. 
• Working knowledge of print production and direct mail processes preferred. 

Required Skills

• Microsof Excel 
• Database management and data normalization 
• AccuZIP or similar mailing software 
• Order entry and workflow processing 
• ERP/MIS or back-office systems 
• Data accuracy and quality control 
• Customer service and cross-functional communication 
• Organization, time management, and problem-solving