Customer Operations Specialist

Description

Summary: The Customer Operations Specialist will own contract lifecycle management, execution, CRM accuracy, and customer operational follow-through in a detail-oriented, high-volume environment. Highlights: 1. High ownership and accountability for critical customer operations 2. Direct impact on revenue accuracy and operational risk reduction 3. Opportunity to improve operational systems and processes **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