✨ AI Summary
We are hiring a Customer Operations Specialist for a full-time, remote position. This role involves owning the contract lifecycle from initiation through execution, maintaining CRM accuracy within Salesforce, and ensuring contracts align with billing and revenue operations. The specialist will manage contract data, conduct high-volume outbound outreach via email and phone to drive contract completion, and maintain structured document storage. Key responsibilities include tracking renewals, special terms, and account status, preparing contract data for CRM accuracy, and improving CRM data quality. The role also supports AutoPay enrollment, compliance, collections, and reporting on outreach activity and contract status. The ideal candidate is execution-driven, highly detail-oriented, and comfortable managing high-volume administrative work. Requires 2-4+ years of experience in contract administration, customer operations, billing operations, customer support, or operational coordination, with proficiency in Salesforce, DocuSign, Google Sheets, and Microsoft Excel.
Description
Customer Operations Specialist (Contracts, Salesforce, DocuSign) – RemoteContract Management | Salesforce | DocuSign | Customer OperationsPosition Type: Full-Time, Remote Working Hours: U.S. Business HoursAbout the RoleWe’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 workflowsDrive contract completion through daily outreach and follow-upsMaintain CRM accuracy and reporting integrityEnsure contracts align with billing and recurring revenue operationsThis 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 OwnContract Ownership & AccuracyOwn customer contracts from initiation through executionMaintain a single source of truth for:Contract statusContract termsCoverage and account detailsEnsure all records are:AccurateCompleteAudit-readyMaintain structured document storage and organizationContract Tracking & Data ManagementMaintain master tracking sheets using:Google SheetsMicrosoft ExcelTrack:Renewal datesContract durationsSpecial termsAccount statusClean and remove inactive accountsPrepare contract data for CRM accuracy within SalesforceContract Outreach & ExecutionIdentify customers without signed contractsConduct high-volume outbound outreach via:EmailPhone callsClearly explain:PricingTermsService valueSend agreements through DocuSignDrive contracts through the full execution cycle:SentFollowed upSignedCompletedMaintain consistent follow-up discipline until closureCRM & Revenue AlignmentUpdate contract information and RMR (Recurring Monthly Revenue) in SalesforceLog all customer activity and updates for audit trackingImprove CRM data quality through contract interactionsEnsure operational data remains clean and accurateAgreement & Documentation ManagementCreate and manage agreements for:New servicesAccount updatesTransfers and changesEnsure all documentation is:Properly executedProperly storedFully compliantSupport account transfers and operational documentation workflowsAutoPay & ComplianceEnsure AutoPay enrollment for applicable accountsTrack exceptions and required adjustmentsMaintain compliance and documentation standardsCollections SupportConduct follow-ups on overdue accounts when requiredLog all collection activity within the CRMSupport overall revenue collection effortsReporting & Performance TrackingDeliver daily reports covering:Outreach activityContracts sent and signedProgress metricsContract coverage improvementsMaintain visibility into execution and operational performanceProcess ImprovementIdentify workflow inefficiencies and operational gapsImprove:Outreach scriptsTemplatesTracking systemsContract workflowsHelp increase contract adoption and execution speedWhat Makes You a Strong FitYou are execution-driven and proactiveYou follow up consistently until tasks are completedYou are highly detail-oriented and organizedYou can manage high-volume outreach and administrative work simultaneouslyYou take ownership of outcomes, not just assigned tasksYou thrive in structured operational environmentsMust-Have Requirements2–4+ years of experience in:Contract administrationCustomer operationsBilling operationsCustomer supportOperational coordinationExperience using:Salesforce (or similar CRM)DocuSignStrong proficiency with:Google SheetsMicrosoft ExcelHigh attention to detail with low tolerance for errorsStrong written and verbal English communication skillsComfortable with:Outbound callsCustomer follow-upsObjection handlingAbility to manage multiple workflows simultaneouslyNice to HaveExperience working with:Recurring revenue (RMR) modelsBilling workflowsCollections operationsExposure to:High-volume contract environmentsSaaS businessesService-based companiesWhat a Typical Day Looks LikeReview contract trackers and prioritize outreachContact customers via phone and emailSend agreements through DocuSignFollow up consistently on pending contractsUpdate Salesforce and operational recordsTrack progress and report daily performance metricsIn 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 contractsContract data accuracy across systemsDaily outreach volume (calls, emails, follow-ups)Contract execution speed (sent → signed)Salesforce data accuracyAutoPay enrollment rateReporting consistency and operational visibilityWhy This Role Stands OutHigh ownership and accountabilityDirect impact on revenue accuracy and operational risk reductionStructured workflows with measurable performance expectationsOpportunity to improve operational systems and processesRemote flexibility combined with high-performance execution standardsInterview ProcessInitial Screening CallRecruiter InterviewFinal InterviewOffer & OnboardingApply NowIf 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