Contract Management & Customer Outreach
Maintain and manage the company’s master contract audit database.
Identify active customers with unsigned, expired, or missing agreements.
Conduct daily outreach via phone and email to obtain signed agreements.
Utilize approved scripts, templates, and communication workflows.
Track contract completion progress and maintain performance scoreboards.
Document all customer interactions and contract statuses within Salesforce.
Account Transfers & Agreement Execution
Manage DocuSign workflows related to account ownership transfers.
Ensure agreements are properly executed, filed, and recorded.
Upload finalized documents to Google Drive and update Salesforce records.
Coordinate with Sales and Field Service teams to ensure contract completion during account setup.
Internal Contract Support
Serve as the first point of contact for routine contract-related inquiries.
Answer questions regarding contract terms, renewals, rates, and standard agreement provisions.
Follow established SOPs and escalation procedures.
Escalate complex or high-risk matters to leadership when appropriate.
Compliance & Documentation
Monitor contract execution status, renewals, and pending signatures.
Maintain organized digital contract records and account folders.
Ensure Salesforce data remains accurate and up-to-date.
Properly categorize accounts to support reporting, audits, and operational planning.
Cross-Functional Collaboration
Partner with Customer Success, Sales, and Field Service teams to resolve account issues.
Support leadership with contract reporting and data accuracy initiatives.
Assist with integrating contracts and records from acquired businesses.
Collections Support (Transitional Responsibility)
Participate in outbound collections activities for past-due accounts.
Document all outreach efforts and outcomes within Salesforce.
Support the transition of collections
📌 Contracts Administrator (México)
🏢 Elevate and Delegate
📍 México
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