Customer Operations Specialist
Mexico. Colombia. Argentina. Costa Rica. Jamaica, U.S. Business HoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2-4+ years
- Required Skills
- SalesforceMicrosoft ExcelGoogle Sheets
Requirements
- 2-4+ years of experience in contract administration, operations, billing, or customer support roles
- Proven experience managing high-volume administrative or outreach-driven workflows
- Hands-on experience with CRM systems (Salesforce or similar)
- Experience using DocuSign or similar e-signature platforms
- Strong proficiency in Google Sheets or Excel for tracking and reporting
- High attention to detail with strong accuracy in data management
- Strong written and verbal communication skills (customer-facing)
- Comfortable handling outbound calls, follow-ups, and objection handling
- Ability to manage multiple workflows simultaneously with strong organization
Responsibilities
- Own and manage all customer contracts across the portfolio
- Maintain a clear source of truth for contract status, terms, and coverage
- Maintain and continuously update the master contract tracking sheet
- Identify customers without valid contracts and prioritize outreach
- Conduct daily outreach via phone and email to drive contract completion
- Update contract-related data and RMR (Recurring Monthly Revenue) in Salesforce
- Create, send, and manage agreements for new services and account updates
- Ensure AutoPay enrollment for all applicable contracts
- Conduct daily collections outreach for assigned accounts
- Provide daily reporting on outreach activity, contracts sent/signed, and updates
- Identify recurring issues and recommend improvements to workflows and systems
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