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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