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Document Automation Jobs in California (NOW HIRING)

Enterprise Customer Success Manager

San Diego, CA ยท On-site +1

$90K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further. Our team-defined values guide how we show ...

Manager, Software Engineering

San Diego, CA ยท On-site +1

$160K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further. Our team-defined values guide how we show ...

Automation Engineer

Milpitas, CA ยท On-site

$90K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Six Sigma Microelectronics (the services division of Winslow Automation, Inc.) is the industry ... Create documentation detailing the design, build instructions, and work instructions of machines.

Legal Engineer

Santa Monica, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop solutions across areas such as document automation, knowledge systems, workflow orchestration, and legal data platforms * Leverage emerging technologies (e.g., AI/LLMs, NLP, automation ...

Legal Engineer

Los Angeles, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop solutions across areas such as document automation, knowledge systems, workflow orchestration, and legal data platforms * Leverage emerging technologies (e.g., AI/LLMs, NLP, automation ...

Legal Engineer

San Francisco, CA ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop solutions across areas such as document automation, knowledge systems, workflow orchestration, and legal data platforms * Leverage emerging technologies (e.g., AI/LLMs, NLP, automation ...

Sr. Automation Controls Engineer

Tustin, CA

$121K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As our Sr. Automation Controls Engineer, you'll be responsible for ensuring that our manufacturing ... Focus on continuous process improvement and documentation according to FDA standards. * Maintain ...

Sr. Automation Controls Engineer

Tustin, CA ยท On-site

$121K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As our Sr. Automation Controls Engineer, you'll be responsible for ensuring that our manufacturing ... Focus on continuous process improvement and documentation according to FDA standards. * Maintain ...

Sr. Automation Controls Engineer

Tustin, CA ยท On-site

$121K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As our Sr. Automation Controls Engineer, you'll be responsible for ensuring that our manufacturing ... Focus on continuous process improvement and documentation according to FDA standards. * Maintain ...

Sr. Automation Controls Engineer

Tustin, CA ยท On-site

$121K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As our Sr. Automation Controls Engineer, you'll be responsible for ensuring that our manufacturing ... Focus on continuous process improvement and documentation according to FDA standards. * Maintain ...

Sr. Automation Controls Engineer

Tustin, CA

$121K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As our Sr. Automation Controls Engineer, you'll be responsible for ensuring that our manufacturing ... Focus on continuous process improvement and documentation according to FDA standards. * Maintain ...

Showing results 21-40

Document Automation information

See California salary details

$50.8K

$120.3K

$165.8K

How much do document automation jobs pay per year?

As of Aug 17, 2026, the average yearly pay for document automation in California is $120,258.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,600.00 and $134,700.00 per year, depending on experience, location, and employer.

What is a document automation?

A Document Automation job involves designing, implementing, and maintaining systems that streamline the creation, management, and processing of documents using technology. Professionals in this role use tools like templates, scripts, and software to automate repetitive document-related tasks, improving efficiency and reducing errors. This role is common in industries such as legal, finance, healthcare, and business operations where accurate and efficient document processing is essential. Skills required often include programming, workflow optimization, and familiarity with automation tools.

What does a document automation do?

In a Document Automation position, you will typically be tasked with analyzing existing document processes, designing and deploying automation workflows, and troubleshooting any issues that arise with automated systems. Your day may involve collaborating with cross-functional teams such as IT, operations, and end-users to gather requirements and ensure seamless integration of automation solutions. Additionally, you'll often be responsible for maintaining documentation, providing user training, and monitoring the effectiveness of existing automations. This variety ensures that each day brings new challenges and learning opportunities, making it an engaging and impactful role for professionals who enjoy optimizing workflows and driving process improvements.

What are the key skills and qualifications needed to thrive in document automation, and why are they important?

To excel in Document Automation, you need a solid grasp of process analysis, document management, and basic programming or scripting, often supported by a degree in information technology, computer science, or a related field. Familiarity with automation tools such as Microsoft Power Automate, UiPath, Kofax, and advanced use of document management platforms is highly valued, and industry certifications in automation or workflow management can be advantageous. Strong problem-solving abilities, attention to detail, and excellent communication skills are essential soft skills for this position. These qualifications ensure that processes are automated accurately, efficiently, and collaboratively, yielding measurable improvements in organizational productivity.

What are popular job titles related to Document Automation jobs in California?

For Document Automation jobs in California, the most frequently searched job titles are:

Infographic showing various Document Automation job openings in California as of August 2026, with employment types broken down into 80% Full Time, 7% Part Time, and 13% Contract. Highlights an 100% In-person job distribution, with an average salary of $120,258 per year, or $57.8 per hour.

Enterprise Customer Success Manager

AbacusNext

San Diego, CA โ€ข On-site, Remote

$90K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago


Job description

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers:
โ€ข We succeed together.
โ€ข We embrace progress.
  • We care big.
  • We create space.

The Position
We are seeking a Enterprise CSM to manage and grow relationships with our largest and most complex customers utilizing CARET's heritage product portfolio.
This role serves as a strategic advisor to executive stakeholders, driving customer retention, expansion, product adoption, and long-term value realization. The Enterprise CSM will own a portfolio of enterprise accounts, partnering closely with Sales, Product, Support, and Professional Services to ensure customers achieve their business objectives while maximizing the value of their CARET investment.
Success in this role requires strong executive presence, consultative account management skills, and the ability to navigate complex customer environments with multiple stakeholders and competing priorities.
Responsibilities
โ€ข Strategic Customer Relationship Management
โ€ข Executive Business Reviews & Value Realization
โ€ข Retention & Renewal Management
โ€ข Expansion & Growth
โ€ข Customer Advocacy
โ€ข Cross-Functional Leadership
โ€ข Operational Excellence
Qualifications
โ€ข 5+ years of Customer Success, Strategic Account Management, Enterprise Account Management, or related SaaS experience.
โ€ข Proven success managing enterprise or strategic accounts with executive-level stakeholders.
โ€ข Demonstrated track record of driving customer retention, renewals, and expansion revenue.
โ€ข Experience leading executive business reviews and presenting to senior leadership teams.
โ€ข Strong consultative, relationship-building, and stakeholder management skills.
โ€ข Exceptional communication, presentation, and negotiation abilities.
โ€ข Experience utilizing Salesforce, Gainsight, Salesloft, Pendo, DOMO, or similar tools.
Preferred Qualifications
โ€ข Experience supporting legal technology, practice management, document automation, payments, or professional services software.
โ€ข Experience managing customers on legacy or heritage software platforms.
โ€ข Familiarity with law firms, accounting firms, or other professional services organizations.
โ€ข Experience supporting migrations, digital transformation initiatives, or SaaS adoption programs.
Success Measures
โ€ข Gross and Net Revenue Retention
โ€ข Renewal Rate Performance
โ€ข Expansion Revenue Growth
โ€ข Customer Health Scores
โ€ข Executive Stakeholder Engagement
โ€ข Product Adoption and Utilization
โ€ข Customer Advocacy Development
โ€ข Customer Satisfaction and Retention Outcomes
Benefits:
  • Flexible PTO
  • Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
  • Flexible Spending Account
  • Health Savings Account
  • 401(k) match

Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $90,000 - $100,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.
Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance