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Sales Contract Specialist

ConsumerDirect, Inc., Irvine, California, United States, 92713

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Overview Position

: Sales Contract Specialist

Department : Sales Operations

Location : Irvine

Reports to : Director of Sales Operations

Overview The

Sales Contracts Specialist

plays a key role on the Sales Operations team by managing the end-to-end contract process for customer agreements. This position ensures sales contracts are accurate, compliant, and efficiently executed through close collaboration with Sales and Compliance. This role is ideal for someone who is detail-oriented, process-driven, and comfortable partnering cross-functionally to support revenue operations.

Key Responsibilities

Contract Creation & Sales Support

Train and support Sales Representatives on creating agreements using approved contract templates

Prepare, review, and process standard contracts, amendments, and addendums

Ensure all agreements comply with internal policies, pricing rules, and approval requirements

Cross-Functional Collaboration

Partner with Compliance to incorporate approved custom language and ensure regulatory adherence

Coordinate with Finance on non-standard pricing, payment terms, or contract language

Escalate exceptions and manage approval workflows as needed

Contract Review & Quality Control

Audit agreements for accuracy, completeness, and required approvals prior to execution

Ensure contracts are properly signed and stored according to company standards

Maintain version control and accurate documentation

CRM & Documentation Management

Upload executed contracts and related documentation into the CRM system

Maintain accurate contract records and metadata for reporting and audits

Support internal audits and contract lifecycle tracking

Process Improvement

Identify recurring issues or bottlenecks and recommend process improvements

Assist with documentation of contract processes and training materials

Required Qualifications

2–4 years of experience in Sales Operations, Contracts Administration, Deal Desk, or Order Management

(required)

Experience working with contracts, order forms, agreements, amendments, or similar documents

Strong attention to detail with the ability to manage multiple agreements simultaneously

Comfortable working cross-functionally with Sales, Finance, and Compliance teams

Experience using a CRM system or document management tools

(HubSpot preferred)

Strong written communication skills

Experience supporting a sales team in a regulated or compliance-driven environment

Familiarity with contract workflows and approval processes

Basic understanding of revenue, pricing, or billing concepts

Experience auditing or quality-checking contracts

Highly organized, self-directed, and able to manage multiple priorities in a fast-moving environment.

Ability to work on-site in Irvine, CA.

Working Conditions & Physical Requirements

Primarily office-based with standard business hours

Prolonged periods of sitting and working at a computer are required.

Must be able to communicate effectively via phone, video conferencing, and email.

Ability to review contracts and documentation on a screen for extended periods of time.

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