Customer Operations Specialist

Descripción del puesto

Customer Operations Specialist (Contracts, Salesforce, DocuSign) – Remote Contract Management | Salesforce | DocuSign | Customer Operations Position Type: Full-Time, Remote Working Hours: U.S. Business Hours About the Role We’re hiring for our client, a growing U.S.-based company, seeking a Customer Operations Specialist to take ownership of contract lifecycle management, contract execution, CRM accuracy, and customer operational follow-through across a large customer portfolio. This is an execution-heavy, ownership-driven operations role — not passive administrative work. You will: Own contract data and contract execution workflows Drive contract completion through daily outreach and follow-ups Maintain CRM accuracy and reporting integrity Ensure contracts align with billing and recurring revenue operations This role is ideal for someone who thrives in structured, high-volume, detail-oriented environments and follows through relentlessly until tasks are completed. What You’ll Own Contract Ownership & Accuracy Own customer contracts from initiation through execution Maintain a single source of truth for: Contract status Contract terms Coverage and account details Ensure all records are: Accurate Complete Audit-ready Maintain structured document storage and organization Contract Tracking & Data Management Maintain master tracking sheets using: Google Sheets Microsoft Excel Track: Renewal dates Contract durations Special terms Account status Clean and remove inactive accounts Prepare contract data for CRM accuracy within Salesforce Contract Outreach & Execution Identify customers without signed contracts Conduct high-volume outbound outreach via: Email Phone calls Clearly explain: Pricing Terms Service value Send agreements through DocuSign Drive contracts through the full execution cycle: Sent Followed up Signed Completed Maintain consistent follow-up discipline until closure CRM & Revenue Alignment Update contract information and RMR (Recurring Monthly Revenue) in Salesforce Log all customer activity and updates for audit tracking Improve CRM data quality through contract interactions Ensure operational data remains clean and accurate Agreement & Documentation Management Create and manage agreements for: New services Account updates Transfers and changes Ensure all documentation is: Properly executed Properly stored Fully compliant Support account transfers and operational documentation workflows AutoPay & Compliance Ensure AutoPay enrollment for applicable accounts Track exceptions and required adjustments Maintain compliance and documentation standards Collections Support Conduct follow-ups on overdue accounts when required Log all collection activity within the CRM Support overall revenue collection efforts Reporting & Performance Tracking Deliver daily reports covering: Outreach activity Contracts sent and signed Progress metrics Contract coverage improvements Maintain visibility into execution and operational performance Process Improvement Identify workflow inefficiencies and operational gaps Improve: Outreach scripts Templates Tracking systems Contract workflows Help increase contract adoption and execution speed What Makes You a Strong Fit You are execution-driven and proactive You follow up consistently until tasks are completed You are highly detail-oriented and organized You can manage high-volume outreach and administrative work simultaneously You take ownership of outcomes, not just assigned tasks You thrive in structured operational environments Must-Have Requirements 2–4+ years of experience in: Contract administration Customer operations Billing operations Customer support Operational coordination Experience using: Salesforce (or similar CRM) DocuSign Strong proficiency with: Google Sheets Microsoft Excel High attention to detail with low tolerance for errors Strong written and verbal English communication skills Comfortable with: Outbound calls Customer follow-ups Objection handling Ability to manage multiple workflows simultaneously Nice to Have Experience working with: Recurring revenue (RMR) models Billing workflows Collections operations Exposure to: High-volume contract environments SaaS businesses Service-based companies What a Typical Day Looks Like Review contract trackers and prioritize outreach Contact customers via phone and email Send agreements through DocuSign Follow up consistently on pending contracts Update Salesforce and operational records Track progress and report daily performance metrics In short: you ensure every customer account has a valid, accurate, and fully executed contract while maintaining operational accuracy across systems. Key Metrics (KPIs) Percentage of customers with signed contracts Contract data accuracy across systems Daily outreach volume (calls, emails, follow-ups) Contract execution speed (sent → signed) Salesforce data accuracy AutoPay enrollment rate Reporting consistency and operational visibility Why This Role Stands Out High ownership and accountability Direct impact on revenue accuracy and operational risk reduction Structured workflows with measurable performance expectations Opportunity to improve operational systems and processes Remote flexibility combined with high-performance execution standards Interview Process Initial Screening Call Recruiter Interview Final Interview Offer & Onboarding Apply Now If you are someone who follows through relentlessly, values operational accuracy, and thrives in structured, high-volume environments, this role offers an opportunity to take ownership of critical customer operations and contract execution workflows. #CustomerOperations #ContractManagement #Salesforce #DocuSign #OperationsSpecialist #RemoteJobs #CRMManagement #ContractAdministration #RevenueOperations #CustomerSupport #RemoteWork

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