Key Facts

Remote From:

Fixed term

English

Hard Skills

Contract Management Salesforce Oracle Billing and Revenue Management (BRM) Contract Management DocuSign (Software) Data Integrity Invoicing Product Renewals Stakeholder Communications Accounting Project Coordination Legal Document Management Revenue Recognition Sales Management Plan Of Action And Milestones (POA&M) Online Communication

Other Skills

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Microsoft Word
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Client Confidentiality
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Non-Verbal Communication
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Ability To Meet Deadlines
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Teamwork
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Results Focused
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Organizational Skills
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Detail Oriented
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Quality Assurance

UFS Tech

About UFS Tech

UFS, the technology outfitter for community banks inspires confidence for banks by providing purpose-built solutions while making technology work for banks, instead of the other way around. Created by bankers, for bankers. Nearly 30 years ago, a visionary group of community bankers collaborated to leverage the intersection of passionate people, best of breed technology, and continually evolving community expectations and regulations to empower bankers to simply be great bankers. UFS delivers confidence for community banks by providing: Managed IT services, core banking applications, cybersecurity solutions, cloud solutions, cash management and more to drive efficiency and maintain compliance. UFS empowers community banks and our people to thrive, together. We partner with community banks ranging in asset size from de novo to multi-billion dollar organizations. Our customers look to us to provide reliable, accurate, and state of the art technology solutions that help them thrive. We recognize that our people are the heartbeat of our company and are passionate, approachable, caring and intense. We treat employees and customers like family and together we form a strong collaborative community. We believe that people can, will, and do make the difference.

Company type: SME

Founded: 2018

Company size: 51 - 200

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Job description

NAVANTA empowers community banks and our people to thrive – together. We are a growing company of passionate, talented and driven individuals who care deeply for one another and our customers. The Sales Operations Contract Specialist manages the lifecycle of client contracts from contract generation through billing. This position requires heavy collaboration with sales, operations, and accounting to ensure revenue integrity, operational efficiency, and a seamless customer experience as the contract moves through the organization.

Position Responsibilities:

Sales & Contract Intake

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.

Salesforce Ownership & Workflow Management

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.

Implementation Handoff

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.
Act as a liaison to resolve discrepancies between contract terms and implementation execution.

Billing & Finance Coordination

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.

Amendments, Renewals & Ongoing Contract Management

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.

Education and Experience:

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

Knowledge, Skills and Abilities:

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

Who is Navanta?NAVANTA is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around. Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive – Together. We live that Purpose by always putting people first in our decisions and actions.

Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities. We believe in encouraging confidence in each other and delivering solutions that make our customers confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment.
We believe engaged employees lead to loyal customers, which in turn drives results for our business. We are caring, intense, and approachable, and have a lot of fun along the way.

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.