Sales Operations Contract Specialist
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Job Description
Sales Operations Contract Specialist managing the lifecycle of client contracts at Navanta. Collaborating with sales, operations, and accounting to ensure revenue integrity and operational efficiency.
Responsibilities:
- 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
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