Customer Operations Specialist

Overview

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

Apply Now