Sales Operations Contract Specialist

Role Overview

• Partner with Sales to ensure opportunities and quotes in Salesforce are structured correctly prior to contract execution, including products, pricing, term dates, and special terms.
• Review contracts, statements of work (SOWs), schedules, and amendments for completeness and alignment with approved deal structures.
• Maintain company standard contract templates and work with various teams to draft new contract terms as needed.
• Coordinate contract execution (e.g., DocuSign) and confirm all required documents are fully executed before downstream handoff.
• Maintain Salesforce as the single source of truth for contract status from signature through implementation, go‑live, billing, amendments, and renewals.
• Ensure contract lifecycle milestones (signed, in implementation, live, billing active, renewal pending) are correct and managed in a timely fashion in Salesforce.
• Create and maintain billing reports and other key reports in Salesforce.
• Manage the formal handoff from Sales to Implementation, ensuring implementation teams receive complete and accurate contract details and dependencies.
• Validate that implementation start dates, milestones, and deliverables align with contractual terms and billing triggers.
• Partner with Finance and Accounting to ensure contracts are billable as structured, including pricing, quantities, billing frequency, and start dates.
• Confirm billing readiness prior to invoice generation and support resolution of billing questions tied to contract terms.
• Support revenue recognition, renewals, amendments, contract changes and terminations by ensuring Salesforce data reflects current contractual reality.
• Manage contract amendments, additions, pricing changes, and scope modifications, ensuring changes are properly documented and reflected in Salesforce.
• Track renewal dates, notification periods, and auto‑renewal terms in Salesforce; support renewal workflows in coordination with Sales and Finance.
• Maintain organized contract repositories and ensure historical contract data remains complete, compliant, and accessible.

Requirements

• Associate or bachelor’s degree or two or more years of related experience
• Legal assistant, paralegal, and/or contract experience is a plus
• Familiarity with accounting processes and principles is a plus
• Excellent written and verbal communication skills
• Excellent quality assurance ability (i.e. spot errors and inconsistencies and address accordingly)
• Excellent attention to detail, organizational, and teamwork skills
• Deadline-oriented and results oriented
• Ability to work autonomously as well as within a team environment and with employees at all levels within the organization
• Ability to understand and translate legal verbiage and requirements
• Ability to maintain confidential information
• Experience with standard Microsoft suite (Outlook, Word, Teams, Excel, etc.)
• Proficiency with Microsoft Word a plus
• Experience with Salesforce and Salesforce CPQ a plus