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
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 cont
📌 Customer Operations Specialist (México)
🏢 Pavago
📍 México