Customer Operations Specialist

Pavago

1d•Remote

About The Position

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. This role is ideal for someone who thrives in structured, high-volume, detail-oriented environments and follows through relentlessly until tasks are completed. In short: you ensure every customer account has a valid, accurate, and fully executed contract while maintaining operational accuracy across systems.

Requirements

2–4+ years of experience in contract administration, customer operations, billing operations, customer support, or operational coordination
Experience using Salesforce (or similar CRM)
Experience using DocuSign
Strong proficiency with Google Sheets
Strong proficiency with Microsoft Excel
High attention to detail with low tolerance for errors
Strong written and verbal English communication skills
Comfortable with outbound calls
Comfortable with customer follow-ups
Comfortable with objection handling
Ability to manage multiple workflows simultaneously

Nice To Haves

Experience working with recurring revenue (RMR) models
Experience working with billing workflows
Experience working with collections operations
Exposure to high-volume contract environments
Exposure to SaaS businesses
Exposure to service-based companies

Responsibilities

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
Own customer contracts from initiation through execution
Maintain a single source of truth for contract status, contract terms, and coverage and account details
Ensure all records are accurate, complete, and audit-ready
Maintain structured document storage and organization
Maintain master tracking sheets using Google Sheets and Microsoft Excel
Track renewal dates, contract durations, and special terms
Track coverage and 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 and phone calls
Clearly explain pricing, terms, and 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
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, and 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, and contract coverage improvements
Maintain visibility into execution and operational performance
Identify workflow inefficiencies and operational gaps
Improve outreach scripts, templates, tracking systems, and contract workflows
Help increase contract adoption and execution speed