Customer Operations Specialist

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