Contract Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a daily review queue of approved deals that are awaiting final confirmation.

• Ensure order forms are thoroughly completed and determine the official execution date.

• Verify dates across order forms, Salesforce opportunities, and quotes.

• Reconcile quotes against order forms on a line-by-line basis.

• Validate discount approvals, necessary data, and active customer accounts.

• Address routine Salesforce issues and progress deals to Closed Won status.

• Confirm that billing and onboarding transitions have been established.

• Return deals that require corrections to account executives or customer success managers.

• Monitor corrections until completion and promptly re-review deals.

• Prioritize blocked deals with deal owners during peak times, such as month-end.

• Identify recurring issues and communicate them to enhance training, Salesforce guidelines, and error notifications.

• Resolve outstanding questions with Operations, Deal Desk, Customer Success, Finance, and Salesforce administrators.

• Escalate exceptions that fall outside the standard checklist.

• Keep track of open inquiries and document resolutions in procedures or FAQs.

• Utilize AI-assisted review tools and confirm their outcomes.

• Record issues and their root causes in the ticketing system.

• Highlight ambiguous procedures and contribute to enhancements in documentation and training materials.

⛳️ Requirements

• Strong attention to detail with the ability to spot document discrepancies.

• Discipline in processes and capability to adhere to checklists precisely.

• Clear and proactive written communication skills.

• Comfortable collaborating in Slack with a remote team.

• A collaborative and tactful approach to rectifying sales and customer success paperwork.

• Commitment to following through on outstanding items.

• Ability to identify unusual issues and escalate them instead of guessing.

• Willingness to learn and accept constructive feedback.

• Comfortable using AI-assisted tools and verifying their outputs.

• No previous experience in Salesforce or revenue operations is necessary; training will be provided.

• Familiarity with Salesforce or another CRM is advantageous.

• Understanding of contracts, order forms, invoicing, or billing is a plus.

• Prior experience in operations, finance, administration, or SaaS is beneficial.

• Coursework or interest in business, finance, accounting, or operations is a plus.

🏝️ Benefits

• Equal Opportunity Employer.

• A diverse and inclusive workplace.

• Training on company systems and procedures.

• Hands-on experience in SaaS revenue operations.

• Opportunities for feedback that shape documentation and training.