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Sales Operations & Contract Specialist

Sales Operations & Contract Specialist

Sales Operations & Contract Specialist

Experity, Inc
Atlanta, GA

Job details

Job Type


The Sales Operations & Contract Specialist will hold a key role in providing efficient and accurate day-to-day business operations and on-the-ground support to the Revenue Operations teams throughout the entire contract lifecycle. This role will collaborate cross-functionally with Sales, Finance, Legal, and Customer Success Teams with a strong focus on operational excellence and data quality. They will act as trusted advisor, a business systems and process expert, enabling Revenue Operations to reach targets by driving consistent commercial processes. In addition, this role will work with the Experity Salesforce Administration team to help equip internal stakeholders with the knowledge and skills to make the best use of our systems all while evaluating existing processes and programs to drive continual training and system improvement.

Benefits – We love all our X-tras! What’s in it for you?

  • Flexibility – Experity is committed to helping team members face the demands of juggling work, family and life-related issues by offering flexible work scheduling.
  • Career Development – Our Training Manager has created a learning program foundation for the company that will allow Team Members to explore their potential and achieve their career goals.
  • Investing in You – We invest in our team members so they can reach their financial independence – Smart Dollar is a Step-By-Step Plan that helps our team members Eliminate Debt, Save For Emergencies, and Retire With Confidence
  • Team Building – We bring our Team Members together when we can to strengthen the team, build relationships and have fun! We even have a family company picnic and a holiday party
  • Benefits - And of course all of our wonderful benefits: Medical, dental, vision, 401K (with company matching), paid time off and more!

Hybrid/remote workforce:

This positions is eligible to work remotely or a hybrid of remote and in the office. If you live a commutable distance to one of our office we would love to see you!


  • Review and understand contract terms and conditions, work closely with the finance and legal departments to ensure contracts are compliant, and manage contractual documentation.
  • Partner with colleagues in Sales and Customer Success to provide seamless contracting & renewals end-to-end, identifying and helping mitigate roadblocks at an early stage, ensuring successful, on-time, execution of process and contract execution.
  • Complete primary review of and validate all executed contracts, confirming accuracy & compliance with internal policies and best practices. Ensure all information required for order submission & revenue recognition is documented and accurate.
  • Facilitate requests for nonstandard deal related items to Deal Desk, Finance and Legal as needed, to secure appropriate approvals
  • Partner closely with Deal Desk in assisting with arranging end to end management of the negotiation process of client contracts
  • Design, develop & maintain Experity’s contract database
  • Serve as a go-to Salesforce, Pandadoc, and Pramata expert – providing day-to-day user enablement, helping users understand internal processes, field realities, and overall objectives, partnering with the full Salesforce Administration team as needed
  • Partner with sales operations in large-scale data improvement projects within Salesforce and integrated applications to eliminate duplicate and outdated records
  • Create and manage documentation that clearly communicate processes, user requirements, application enhancements and training opportunities
  • Share in management of the Salesforce queue to provide prompt support to end users to resolve issues with Salesforce and related applications
  • Develop a deep understanding of internal processes and leverage that knowledge to contribute ideas and innovation to improve upon exisiting systems, work processes, procedures and streamline end user training and enablement
  • Become proficient within Salesforce CPQ, helping to guide quote and contract creation among sales team members, and troubleshoot and train as needed
  • Handle special projects and on-going maintenance activities as needed

Education and Experience:

  • Bachelor's degree or equivalent combination of education and experience
  • 2-3 years Contract Administration, Legal Assistance, Account Management, Customer Service, or related experience in a B2B environment
  • Healthcare or healthcare IT experience a plus


  • Knowledge of CRM; Salesforce is a strong asset
  • Experience in Sales Operations or Order/Contract Management

Every team member exhibits our core values:

  • Team First
  • Lift Others Up
  • Share Openly
  • Set and Crush Goals
  • Delight the Client

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: NA

• Post ID: 21442230

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