Job description

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