Customer Operations Specialist

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

1. Initial Screening Call
2. Recruiter Interview
3. Final Interview
4. 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.

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