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

• 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

• 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

• 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

• 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

• 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

• Ensure AutoPay enrollment for applicable accounts
• Track exceptions and required adjustments
• Maintain compliance and documentation standards

• Conduct follow-ups on overdue accounts when required
• Log all collection activity within the CRM
• Support overall revenue collection efforts

• Deliver daily reports covering:
  • Outreach activity
  • Contracts sent and signed
  • Progress metrics
  • Contract coverage improvements
• Maintain visibility into execution and operational performance

• 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

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.