Customer Operations Specialist
客户运营专家 (合同,销售力和 DocuSign)职位类型:全日制,远程工作时间:美国商业时间关于角色 在帕瓦戈,我们的客户之一正在聘请一个客户运作专家来管理合约生命周期操作,Salesforce CRM 精度和客户运行工作流。这是一个以执行为中心的职位,你将从启动到执行监督合约,保持准确的客户记录,协调合约后续并支持重复收入运营。如果你是高度组织的,细节导向,并且享受结构化的运营工作,这是一个很好的机会。·从启动到执行的客户合同管理。· 保持准确的合约记录,条款和客户信息。·确保文件是完整的,符合要求和审计准备的。·组织和维护合约文档。CRM & Contract Tracking · 使用 Excel 或 Google Sheets 来维持合约追踪器。·监测续订,合约状态和账户更新。· 将客户和合约信息进行更新。· 维护清洁的,有组织的 CRM 记录。客户沟通 · 对合约执行和后续情况联系客户。·解释定价,服务协议和合约细节。·通过 DocuSign 发送协议并随时跟踪到完成。·记录销售力量内部的客户互动。收入运营和文档 ·支持经常性收益运作和账户更新。·协助自动支付注册和与结算相关的后续工作。·准备操作报告,保持精确的文件。·确定改善合同和运营工作流程的机会。所需经验和技能 · 24年的客户运营,合约管理,结算运营或运营支持经验。·使用 Salesforce (或类似 CRM)和 DocuSIGN 的实践经验。•强大的熟练掌握微软 Excel 和 Google Sheets. · 优秀的书面和口头英语沟通技能。· 舒适与客户外出沟通和跟踪。·强大的组织能力和细节关注。· 在远程环境中管理多项优先事项的能力。好处有 · 有经验在复发收入 (RMR),收费或收集方面。· 在 SaaS,订阅或服务业务方面的经验。· 高量 contras 管理背景。
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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