Customer Operations Specialist

Role Summary

• Customer Operations Specialist (Contracts, Salesforce, DocuSign) – Remote
• Contract Management | Salesforce | DocuSign | Customer Operations
• Position Type: Full-Time, Remote
• Working Hours: U.S. Business Hours

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.

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

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

Experience working with

• Recurring revenue (RMR) models
• Billing workflows
• Collections operations

Responsibilities

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.

Contract Ownership & Accuracy

Own customer contracts from initiation through execution

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

Requirements

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

About the Company

Work directly with leadership in a highly visible role.

Operate at the forefront of AI, marketing, and automation.

Gain exposure across content, growth, outreach, events, and operations.

Significant ownership and creative freedom.

Opportunity to build systems that directly impact business growth.

Fully remote work environment.

Additional Information

• 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.

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