客户运营专员
Customer Operations Specialist
客户运营专员（合同、Salesforce 与 DocuSign）
职位类型：全职，远程
工作时间：美国工作时间
职位简介
在 Pavago，我们的一个客户正在招聘一名客户运营专员，负责管理合同生命周期运营、Salesforce CRM 准确性以及客户运营流程。
这是一个以执行为导向的职位，您将负责从合同启动到执行的全过程，维护准确的客户记录，协调合同跟进，并支持定期收入运营。如果您高度有条理、注重细节，并喜欢结构化的运营工作，这将是一个绝佳的机会。
职责
合同管理与执行
- 管理客户合同从启动到执行的全过程。
- 维护准确的合同记录、条款和客户信息。
- 确保文档完整、合规且可审计。
- 整理并维护合同文档。
CRM 与合同跟踪
- 使用 Excel 或 Google Sheets 维护合同跟踪表。
- 监控续签、合同状态和账户更新。
- 在 Salesforce 中更新准确的客户和合同信息。
- 维护干净、有序的 CRM 记录。
客户沟通
- 联系客户进行合同执行和后续跟进。
- 解释定价、服务协议和合同细节。
- 通过 DocuSign 发送协议并跟进直至完成。
- 在 Salesforce 中记录客户互动。
收入运营与文档
- 支持定期收入运营和账户更新。
- 协助 AutoPay 注册和与账单相关的后续跟进。
- 准备运营报告并维护准确的文档。
- 识别改进合同和运营流程的机会。
所需经验与技能
- 2-4 年客户运营、合同管理、账单运营或运营支持相关经验。
- 具备 Salesforce（或类似 CRM）和 DocuSign 的实际操作经验。
- 精通 Microsoft Excel 和 Google Sheets。
- 优秀的英文书面和口头沟通能力。
- 擅长主动联系客户并进行后续跟进。
- 强大的组织能力和细致入微的注意力。
- 能够在远程环境中管理多项优先任务。
加分项
- 具有定期收入（RMR）、账单或收款经验。
- 在 SaaS、订阅或服务型业务中具有经验。
- 有处理高数量合同的经验
查看英文原文
Customer Operations Specialist (Contracts, Salesforce & DocuSign)
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring a Customer Operations Specialist to manage contract lifecycle operations, Salesforce CRM accuracy, and customer operational workflows.
This is an execution-focused role where you’ll oversee contracts from initiation through execution, maintain accurate customer records, coordinate contract follow-ups, and support recurring revenue operations. If you’re highly organized, detail-oriented, and enjoy structured operational work, this is a great opportunity.
Responsibilities
Contract Management & Execution
- Manage customer contracts from initiation through execution.
- Maintain accurate contract records, terms, and customer information.
- Ensure documentation is complete, compliant, and audit-ready.
- Organize and maintain contract documentation.
CRM & Contract Tracking
- Maintain contract trackers using Excel or Google Sheets.
- Monitor renewals, contract status, and account updates.
- Update Salesforce with accurate customer and contract information.
- Maintain clean, organized CRM records.
Customer Communication
- Contact customers regarding contract execution and follow-ups.
- Explain pricing, service agreements, and contract details.
- Send agreements through DocuSign and follow up until completion.
- Record customer interactions within Salesforce.
Revenue Operations & Documentation
- Support recurring revenue operations and account updates.
- Assist with AutoPay enrollment and billing-related follow-ups.
- Prepare operational reports and maintain accurate documentation.
- Identify opportunities to improve contract and operational workflows.
Required Experience & Skills
- 2–4 years of experience in customer operations, contract administration, billing operations, or operations support.
- Hands-on experience with Salesforce (or similar CRM) and DocuSign.
- Strong proficiency with Microsoft Excel and Google Sheets.
- Excellent written and verbal English communication skills.
- Comfortable with outbound customer communication and follow-up.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a remote environment.
Nice to Have
- Experience with recurring revenue (RMR), billing, or collections.
- Experience in SaaS, subscription, or service-based businesses.
- Background managing high-volume contract workflows.
What Success Looks Like
- Accurate and timely contract execution.
- High-quality Salesforce and CRM data.
- Strong customer follow-up and communication.
- Efficient contract turnaround times.
- Reliable operational reporting and documentation.
Interview Process
- Initial Recruiter Screening
- Recruiter Interview
- Client Interview
- Offer & Onboarding
What Happens After You Apply
Right after you apply, you’ll receive an email invitation from Spark Hire to record your Intro Video. It’s a short, self-recorded video that completes your application and allows hiring managers to get to know you before the interview process begins.
Rather than repeating your background during multiple screening calls, you’ll tell your story once, allowing future interviews to focus on meaningful conversations.
Don’t overthink it—you can record as many takes as you’d like before submitting. Your invitation will come from Spark Hire, so please check both your inbox and spam folder.
Originally posted on Himalayas