Commercial Operations Specialist
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Job Description
Commercial operations specialist coordinating agreements, renewals, licensing, and CRM data for Vector3, a cyber incident response firm. Supporting customer lifecycle execution across sales, legal, finance, and technical service teams.
Responsibilities:
- Track committed opportunities from customer confirmation through executed agreement and operational handoff
- Prepare and route approved quotes, order forms, agreements, amendments, and related commercial documents
- Coordinate customer follow-up for signatures, required information, and outstanding documentation
- Coordinate agreement redlines with internal legal resources and maintain version control
- Document pricing, scope, commercial terms, approvals, and exceptions in the CRM and designated repositories
- Identify stalled transactions, clarify next actions, and escalate blockers
- Maintain the renewal calendar and initiate renewal workflows before contract expiration
- Coordinate customer health, service scope, renewal strategy, and expansion opportunities with TAMs
- Prepare and route renewal documents and track approval and signature status
- Monitor renewal risks, unresolved customer requirements, and approaching deadlines
- Transfer executed agreements and customer details accurately into onboarding, billing, licensing, and service-delivery workflows
- Compare contracted license quantities with usage and deployment information
- Investigate usage variances and coordinate supplemental agreements, amendments, and true-up documentation
- Maintain records of quantity changes, effective dates, approvals, and downstream billing or licensing actions
- Maintain accurate CRM opportunity, agreement, renewal, contract, and contact data
- Produce reporting on deals, agreement status, renewals, overages, aging items, and commercial blockers
- Support pipeline, renewal, and revenue forecasting through timely commercial data
- Develop and maintain templates, checklists, standard operating procedures, and recurring workflows
- Perform data-quality reviews and resolve incomplete records
- Coordinate commercial next steps, owners, due dates, and status updates across teams
- Support handoff from executed sale to customer onboarding
- Participate in process improvement, reporting automation, and service-scaling initiatives
- Support business controls, compliance, cost-effective execution, and risk identification
Requirements:
- Minimum 4 year bachelor's degree in Business Administration, Finance, or a related discipline; or equivalent professional experience
- 2 years of experience in commercial operations, sales operations, deal desk, renewals, contract administration, customer operations, or a related function
- Experience maintaining customer, opportunity, contract, and renewal information in a CRM platform
- Proficiency with Microsoft 365, spreadsheets, reporting, and business-process documentation
- Strong written and verbal communication skills
- Ability to manage multiple deadlines, maintain accurate records, and protect confidential information
- Experience supporting managed services, SaaS, cybersecurity, insurance, technology, or another recurring-revenue business
- Experience with renewals, usage-based or per-user licensing, overage management, and contract true-ups
- Experience with CRM reporting, workflow automation, electronic-signature platforms, or contract-management systems
- Experience coordinating with legal, finance, sales, customer success, and service-delivery teams
- Familiarity with MDR, MSSP, cybersecurity, or technical service terminology
Benefits:
- Competitive salary and employee benefit package
- Strong learning culture
- Growth perspectives
- 6% 401K match
- 20 days of PTO and 2 Floating Days
- Paid parental leave
- An opportunity to love what you do
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