# Customer Operations Specialist

> Pavago · Mexico (Remote) · — · Posted 2026-05-04

**Workplace:** remote

**Department:** Candidate Sourcing

## Description

### **Customer Operations Specialist (Contracts, Salesforce, DocuSign) – Remote | U.S. Hours**

**Position Type:** 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

### **Interview Process**

-   Initial Screening Call
-   Recruiter Interview
-   Final Interview
-   Offer & Onboarding

### **Apply Now**

If you’re someone who:

-   Follows through relentlessly
-   Cares about accuracy and execution
-   Thrives in structured, high-volume environments

This role is a strong fit.

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/9354EDB3F3/apply)

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