Description
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 p