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 OwnContract 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.

Improve:

Templates

Outreach processes

Tracking systems

Contract workflows

RequirementsMust-Have Qualifications

2–4 years of experience in:

Contract Administration

Customer Operations

Billing Operations

Customer Support

Operations Coordination

Hands-on experience with:

Salesforce (or similar CRM)

DocuSign

Strong proficiency with:

Google Sheets

Microsoft Excel

Excellent written and verbal English communication skills.

Comfortable conducting:

Outbound calls

Customer follow-ups

Objection handling

Strong organizational skills with exceptional attention to detail.

Ability to manage multiple priorities in a remote environment.

Nice to Have

Experience working with:

Recurring Monthly Revenue (RMR)

Billing operations

Collections

Experience in:

SaaS

Subscription businesses

Service-based companies

Exposure to high-volume contract management environments.

What Makes You a Strong Fit

You take ownership and follow tasks through to completion.

You are highly organized and detail-oriented.

You communicate professionally and confidently.

You enjoy structured operational work.

You can balance customer communication with administrative responsibilities.

You proactively identify opportunities to improve processes.

What a Typical Day Looks Like

Review contract trackers and prioritize customer outreach.

Contact customers via phone and email.

Send agreements through DocuSign.

Follow up on outstanding contracts.

Update Salesforce records.

Maintain accurate documentation.

Prepare operational reports and progress updates.

In short: You ensure customer contracts are accurate, complete, fully executed, and properly maintained while supporting efficient customer operations and revenue processes.

Key Metrics for Success (KPIs)

Customer contract completion rate

Contract data accuracy

Daily outreach activity

Contract turnaround time

Salesforce data quality

AutoPay enrollment rate

Reporting accuracy and consistency

Why Join Us?

High-impact role supporting customer operations and revenue accuracy.

Strong ownership across contract management and CRM operations.

Opportunity to improve operational systems and workflows.

Fully remote role with measurable performance and growth opportunities.

Career progression into:

Customer Operations Manager

Revenue Operations

Contract Administration Lead

Operations Manager

Interview Process

Initial Screening Call

Recruiter Interview

Final 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. This short, self-recorded video is the final step that completes your application and can be recorded whenever it’s convenient for you.

Instead of repeating yourself across multiple screening calls, you’ll introduce yourself once, and your video will be shared with the hiring team. This helps hiring managers evaluate your communication style early, making future interviews more meaningful and reducing unnecessary interview rounds.

Don’t overthink it - you can record your video as many times as you’d like before submitting it. Only your final submission will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after submitting your application.

If you’re someone who values accuracy, follows through consistently, and enjoys keeping customer operations organized and efficient, we’d love to hear from you. Apply today and help deliver an exceptional customer experience through operational excellence.