Customer Operations Specialist

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

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

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.

#CustomerOperations #ContractManagement #Salesforce #DocuSign #OperationsSpecialist #RemoteJobs #CRMManagement #ContractAdministration #RevenueOperations #CustomerSupport #RemoteWork

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Pavago - Connecting You to Global Remote Opportunities 🌍

At Pavago, we redefine the boundaries of talent recruitment. Dive into a world where your geographical location doesn't restrict your career aspirations. As a distinguished international recruitment agency, we specialize in connecting remote talents with companies eager to tap into global expertise.

🌟 Why Consider Opportunities Through Pavago?

Competitive Pay: Command the salary you deserve, regardless of where you reside.

Broad Horizons: Unlock a wide array of remote positions spanning diverse industries and regions.

Skill Enrichment: Work alongside international teams, contribute your unique insights, and amplify your career trajectory.

Whether you're a seasoned professional hunting for a novel global venture or a budding talent keen on leaving an international imprint, Pavago is your conduit to businesses that appreciate and seek out worldwide perspectives.

Embrace a realm where opportunities transcend borders. Together, let's pioneer the next era of remote work. 🚀

Explore global opportunities with us today!"