Responsibilities
- 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
- 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
- Identify customers without signed contracts
- Conduct high-volume outbound outreach via: Email, Phone calls
- Clearly explain: Pricing, Send agreements through DocuSign
- Drive contracts through the full execution cycle: Sent, Followed up, Signed, Completed
- Maintain consistent follow-up discipline until closure
- 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
- 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
- Ensure AutoPay enrollment for applicable accounts
- Track exceptions and required adjustments
- Maintain compliance and documentation standards
- Conduct follow-ups on overdue accounts when required
- Log all collection activity within the CRM
- Support overall revenue collection efforts
- Deliver daily reports covering: Outreach activity, Contracts sent and signed, Progress metrics, Contract coverage improvements
- Maintain visibility into execution and operational performance
- Identify workflow inefficiencies and operational gaps
- Improve: Outreach scripts, Templates, Tracking systems, Contract workflows
- Help increase contract adoption and execution speed
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
Additional Information
- Working Hours: U.S. Business Hours
- Remote role requiring adherence to U.S. business hours
