Provide support to sales operations through D365 account onboarding, including verifying legal entity names, preventing duplicate records, linking accounts to Omega for order processing, and performing regular CRM data cleanup to maintain data accuracy across systems. Assist with workflow mapping and process improvement initiatives, manage Estimating and Customer Service proposal log databases, and support reporting needs.
Numbers & Facts
Location
Houston, TX
Description
PRIMARY DUTIES & RESPONSIBILITIES
Oversee the full lifecycle of customer contracts, including coordination of drafting, review, execution, renewal, extension, and closeout. Maintain organized electronic records of all contracts and related documentation, monitor expiration dates, and coordinate renewals as needed. Track contract status and provide updates to stakeholders while serving as the liaison between Sales and Legal. Identify opportunities to improve contract tracking and related processes.
Provide support to sales operations through D365 account onboarding, including verifying legal entity names, preventing duplicate records, linking accounts to Omega for order processing, and performing regular CRM data cleanup to maintain data accuracy across systems.
Assist with workflow mapping and process improvement initiatives, manage Estimating and Customer Service proposal log databases, and support reporting needs.
Perform other duties as assigned to support Sales Optimization initiatives.
EDUCATION & EXPERIENCE QUALIFICATIONS
Bachelor's Degree and 3-5 years of experience in contract administration, sales operations, or related role required
Experience working with Senior Leadership
Must be comfortable working autonomously, with little oversight
Demonstrate strong computer skills and knowledge of common programs such as Microsoft Office
Must possess excellent written and oral communication skills
JOB REQUIREMENTS
Strong understanding of contract lifecycle management and documentation standards.
Relevant work experience preparing and/or monitoring contracts
Capable of professionally managing confidential information
Experience creating and editing documents like PDFs, presentations, etc.
BEHAVIORAL COMPETENCIES
Driven, Self-Starter, Critical Thinker, able to find creative solutions to problems
Possesses superior organizational skills, able to manage multiple projects with shifting deadlines
Exemplify a strong attention to detail
TECHNICAL COMPETENCIES
Microsoft Office - Word, Excel, Powerpoint, Sharepoint (Required)
Experience working with ERP/CRM systems (Required) - D365/Oracle (Preferred)