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Customer Operations Specialist
Pavago
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
Full-Time, Remote Working Hours:
U.S. Business Hours
About the Role We’re hiring a
Customer Operations Specialist
to take full ownership of
contract lifecycle management, contract execution, and CRM accuracy
across a large customer portfolio.
This is an
execution-heavy, ownership-driven role
— not passive admin work.
You will:
Own contract data
Drive contract completion through daily outreach
Maintain CRM accuracy
Ensure contracts align with billing and recurring revenue
If you thrive in high-volume, detail-oriented, follow-up-driven environments — this role is built for you.
What You’ll Own 1. Contract Ownership & Accuracy
Own all customer contracts end-to-end
Maintain a single source of truth for:
Contract status
Terms
Coverage
Ensure all records are:
Accurate
Complete
Audit-ready
Maintain structured storage (e.g., Google Drive)
2. Contract Tracking & Data Management
Maintain master tracking sheets in
Excel / Google Sheets
Track:
Renewal dates
Contract durations
Special terms
Clean and remove inactive accounts
Prepare contract data for CRM accuracy in Salesforce
3. Contract Outreach & Execution (High Volume)
Identify customers without signed contracts
Conduct
daily outbound outreach (email + calls)
Clearly explain:
Pricing
Terms
Value
Send agreements via DocuSign
Drive contracts from
sent → signed → completed
Maintain consistent follow-ups until closure
4. CRM & Revenue Alignment
Update contract data and RMR (Recurring Monthly Revenue) in Salesforce
Log all activities and updates for audit tracking
Improve data quality through contract interactions
5. Agreement & Documentation Management
Create and manage agreements for:
New services
Account updates
Ensure all documents are:
Executed properly
Stored correctly
Support account transfers with proper documentation
6. AutoPay & Compliance
Ensure AutoPay enrollment for applicable customers
Track exceptions and apply adjustments
Maintain compliance and documentation
7. Collections Support (Partial)
Conduct follow-ups on overdue accounts
Log all activity in CRM
Support overall revenue collection efforts
8. Reporting & Performance Tracking
Deliver daily reports on:
Outreach activity
Contracts sent/signed
Progress metrics
Track contract coverage improvements
Maintain visibility into execution performance
9. Process Improvement
Identify workflow inefficiencies
Improve:
Outreach scripts
Templates
Tracking systems
Increase contract adoption and execution speed
What Makes You a Strong Fit
You’re
execution-driven, not passive
You follow up relentlessly until things are completed
You’re highly detail-oriented and organized
You’re comfortable handling
high-volume outreach + admin simultaneously
You take ownership of outcomes, not just tasks
Must-Have Requirements
2–4+ years in:
Contract administration
Operations
Billing
Customer support
Experience with:
Salesforce (or similar CRM)
DocuSign
Strong proficiency in:
Google Sheets / Excel
High attention to detail (low error tolerance)
Strong written and verbal English communication
Comfortable with:
Outbound calls
Follow-ups
Objection handling
Ability to manage multiple workflows simultaneously
Nice to Have
Experience working with:
Recurring revenue (RMR) models
Billing or collections workflows
Exposure to:
High-volume contract environments
SaaS or service-based businesses
What a Typical Day Looks Like
Review contract tracker and prioritize outreach
Contact customers via email + phone
Send agreements via DocuSign
Follow up on pending contracts
Update CRM and contract records
Track progress and report daily metrics
In short: You ensure
every customer has a valid, accurate, and executed contract — with nothing slipping through the cracks.
Key Metrics (KPIs)
% of customers with signed contracts
Contract data accuracy across systems
Daily outreach volume (calls, emails, follow-ups)
Contract execution speed (sent → signed)
Salesforce data accuracy
AutoPay enrollment rate
Reporting consistency and quality
Why This Role Stands Out
High ownership and clear accountability
Direct impact on
revenue accuracy and risk reduction
Structured workflows with measurable performance
Opportunity to improve systems and processes
Remote flexibility with strong execution expectations
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Sprachkenntnisse
- English
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