Contract Operations Associate

Elation Health

10d•Remote

About The Position

Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Every signed customer agreement at Elation passes through a final review before billing and onboarding begin. That review confirms what the customer signed matches what we set up in Salesforce: the right products, quantities, prices, and dates. When it's done well, customers get billed correctly from day one and our finance and customer success teams avoid costly cleanup later. We are looking for a Contract Operations Associate to join our Business Systems Team on a contract basis and own a share of these reviews. You'll work from clear checklists and procedures, use AI-assisted review tools, and partner closely with the specialists who own this process. This is a great fit for someone early in their career who is detail oriented, enjoys getting things exactly right, and wants hands-on exposure to how a SaaS company runs its revenue operations.

Requirements

Attention to detail
Process discipline
Clear, proactive communication
Collaborative and tactful
Follow-through
Sound judgment about limits
Eagerness to learn
Comfort with AI tools

Nice To Haves

Exposure to Salesforce or another CRM.
Familiarity with contracts, order forms, invoicing, or billing.
Prior experience in an operations, finance, or administrative role, or in a SaaS environment.
Coursework or interest in business, finance, accounting, or operations.

Responsibilities

Own a daily review queue of signed deals awaiting final approval, starting with new customer agreements, downgrades, and simple add-ons, then expanding to renewals and other deal types.
Confirm the signed order form is complete, identifying the official execution date.
Check that key dates line up across the order form, the Salesforce opportunity, and the quote and that add-ons end on the same date as the customer's existing contract.
Reconcile the quote against the order form line by line including products, quantities, terms, unit prices, and totals.
Verify approvals and required data such as discounts, required fields, and customer account status.
Correct routine issues directly in Salesforce when the procedure allows it and advance the deal to Closed Won.
Confirm downstream handoffs fired after approval and flag any issues.
Return deals that need fixing to the account executive or customer success manager with clear, specific notes.
Follow corrections through to completion, check fixes, and re-review promptly.
Prioritize with deal owners during busy periods to ensure deals are closed on time.
Spot repeat issues by rep, team, or deal type and share findings to improve training and processes.
Bring questions to the right person with full context, starting with the team's operations specialist.
Escalate any items outside the checklist such as contract exceptions, non-standard discounts, unusual date requests, or large and custom agreements.
Track every open question until it's resolved.
Capture settled questions in the procedure or FAQ.
Run AI-assisted review tools on each deal, complete the manual checklist, and confirm or correct the tool's results.
Log issues and root causes in our ticketing system for any deal that didn't pass cleanly.
Flag gaps or confusing steps in procedures.