Customer Operations Specialist

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

At Pavago, we’re hiring on behalf of one of our clients for a Customer Operations Specialist to own contract lifecycle management, contract execution, CRM accuracy, and customer operational workflows across a large customer portfolio.

This is an execution-focused role where you’ll be responsible for:

• Contract lifecycle management
• Contract execution and follow-ups
• Salesforce CRM management
• Customer communication
• Revenue operations support

You’ll play a key role in ensuring contracts are completed accurately and on time while maintaining clean CRM data and supporting recurring revenue operations.

If you thrive in structured, detail-oriented, high-volume environments and enjoy seeing projects through to completion, this role is a strong fit.

What You’ll Own

Contract Management & Execution

• Own customer contracts from initiation through execution.

• Maintain accurate records of:

  • Contract status
  • Contract terms
  • Coverage details
  • Customer account information

• Ensure all documentation is complete, accurate, and audit-ready.

• Maintain organized contract storage and documentation.

Contract Tracking & CRM Management

• Manage contract trackers using:

  • Google Sheets
  • Microsoft Excel

• Monitor:

  • Renewal dates
  • Contract terms
  • Account status
  • Special contract conditions

• Remove inactive records and maintain data accuracy.

• Update Salesforce with current contract information.

Customer Outreach & Follow-Up

• Identify customers requiring signed agreements.

• Conduct outbound outreach through:

  • Phone calls
  • Email

• Explain:

  • Pricing
  • Service terms
  • Agreement details

• Send contracts using DocuSign.

• Follow up consistently until agreements are fully executed.

Salesforce & Revenue Operations

• Maintain accurate contract and customer records within Salesforce.
• Update recurring monthly revenue (RMR) information.
• Record all customer communications and activities.
• Ensure CRM data remains clean and reliable.

Documentation & Compliance

• Prepare agreements for:

  • New services
  • Account updates
  • Transfers

• Ensure documentation is:

  • Properly executed
  • Securely stored
  • Fully compliant

• Support account transfers and operational documentation.

Billing & Collections Support

• Support AutoPay enrollment where applicable.
• Track exceptions and required updates.
• Follow up on overdue accounts when needed.
• Log collection activity within Salesforce.

Reporting & Process Improvement

• Prepare daily reports covering:

  • Outreach activity
  • Contracts sent
  • Contracts completed
  • Progress toward coverage goals

• Identify workflow improvements to increase efficiency.…