# Customer Operations Specialist

**Company:** [Pavago](http://jobs.workable.com/companies/oLah2TugS95w5whXCdpTG3.md)
**Location:** Remote
**Workplace:** remote
**Department:** Candidate Sourcing

[Apply for this job](http://jobs.workable.com/view/2920a321-0b36-4d6c-a6da-2bd53904075e)

## 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 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.

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