Pavago
Staffing and Recruiting
CustomerOperationsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Operations Specialist at Pavago. Skills: Contract management, Salesforce, DocuSign, Customer operations. Own contract data. Own contract execution workflows”
What You'll Achieve.
Percentage of customers with signed contracts; Contract data accuracy; Daily outreach volume; Contract execution speed; Salesforce data accuracy; AutoPay enrollment rate; Reporting consistency; Operational visibility
Industry & Context.
Workflow inefficiencies; Operational gaps
What They're Looking For.
Must Have
2–4+ years contract administration, 2–4+ years customer operations, 2–4+ years billing operations, 2–4+ years customer support, 2–4+ years operational coordination, Salesforce experience, DocuSign experience, Google Sheets proficiency, Microsoft Excel proficiency, High attention to detail, Written English communication skills, Verbal English communication skills, Comfortable with outbound calls, Comfortable with customer follow-ups, Comfortable with objection handling, Manage multiple workflows simultaneously
Nice to Have
Recurring revenue (RMR) models experience, Billing workflows experience, Collections operations experience, High-volume contract environments experience, SaaS businesses experience, Service-based companies experience
What You'll Do.
Own contract execution workflows
Drive contract completion
Maintain CRM accuracy
Maintain reporting integrity
Ensure contracts align with billing
Ensure contracts align with recurring revenue operations
Maintain contract status records
Maintain contract terms records
Maintain coverage details
Maintain account details
Ensure all records are accurate
Ensure all records are complete
Ensure all records are audit-ready
Maintain structured document storage
Maintain structured document organization
Maintain master tracking sheets
Track contract durations
Clean inactive accounts
Remove inactive accounts
Prepare contract data for CRM accuracy
Identify customers without signed contracts
Conduct high-volume outbound outreach
Explain service value
Send agreements through DocuSign
Drive contracts through full execution cycle
Maintain consistent follow-up discipline
Update contract information in Salesforce
Update RMR in Salesforce
Log all customer activity
Log all updates for audit tracking
Improve CRM data quality
Ensure operational data remains clean
Ensure operational data remains accurate
Create agreements for new services
Create agreements for account updates
Create agreements for transfers
Create agreements for changes
Ensure all documentation is properly executed
Ensure all documentation is properly stored
Ensure all documentation is fully compliant
Support account transfers
Support operational documentation workflows
Ensure AutoPay enrollment
Track AutoPay exceptions
Track AutoPay required adjustments
Maintain compliance standards
Maintain documentation standards
Conduct follow-ups on overdue accounts
Log all collection activity within CRM
Support revenue collection efforts
Deliver daily reports on outreach activity
Deliver daily reports on contracts sent
Deliver daily reports on contracts signed
Deliver daily reports on progress metrics
Deliver daily reports on contract coverage improvements
Maintain visibility into execution performance
Maintain visibility into operational performance
Identify workflow inefficiencies
Identify operational gaps
Improve outreach scripts
Improve tracking systems
Improve contract workflows
Help increase contract adoption
Help increase execution speed
How You'll Work.
Communication Scope
Written English; Verbal English; Outbound calls; Customer follow-ups; Objection handling
Full Job 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
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