Overview
The team sits within accounts services/advertising and support clients operations, as this team largely handles contract processing and implementation. The team works with internal sellers as their main stakeholders, supporting them with client onboarding and contracts.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Responsibilities
Key projects: Work from CRM ticket queue review, update, process, supplement, etc. contracts submitted by sellers; prepare contracts for signatures and implement contracts after signatures. Interact primarily with sellers, with frequent collaboration with legal, finance, and various internal teams to process contracts.
Typical task breakdown and operating rhythm: approximately 1 hour of peer reviews on casework, 4–5 hours of ticket case work, responding to internal stakeholders, preparing and reviewing contracts, and implementation work; respond to teams and email messages and analyze data.
Qualifications
Years of Experience Required: 2+ overall years of experience in the field.
Experience in client operations, process improvement, or contract management.
Strong analytical skills with the ability to interpret data and benchmark performance metrics via reporting.
Excellent written communication skills for documenting processes.
Ability to collaborate cross-functionally with legal, sales, and customer success teams.
Proficiency with CRM systems and data management tools.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
English proficiency.
Top 3 Skills
Minimum 2 years experience with Process Execution & Compliance
Minimum 2 years experience with Data Analysis & Reporting (PowerBI is preferred)
Minimum 1 year experience with CRM Systems & Data Management Tools
Additional Qualifications
Background working in structured, compliance driven environments where following processes is critical.
Demonstrated experience in process execution, maintaining compliance, and ensuring controls are followed.
Skilled at relaying insights and recommendations to management and cross functional partners (e.g., Legal, Sales, Customer Success).
Exposure to sales systems, contract systems, or workflow management tools (advantageous but not strictly required).
Performance Indicators
Performance will be assessed based on case completion and ticket resolution, with accurate case work and minimal errors.
Candidate Profile
The ideal candidate is meticulous, analytical, process-driven, and experienced in cross-functional collaboration with legal/sales/customer success teams, with proficiency in CRM systems and a passion for process improvement while maintaining compliance.
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We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Responsibilities
Key projects: Work from CRM ticket queue review, update, process, supplement, etc. contracts submitted by sellers; prepare contracts for signatures and implement contracts after signatures. Interact primarily with sellers, with frequent collaboration with legal, finance, and various internal teams to process contracts.
Typical task breakdown and operating rhythm: approximately 1 hour of peer reviews on casework, 4–5 hours of ticket case work, responding to internal stakeholders, preparing and reviewing contracts, and implementation work; respond to teams and email messages and analyze data.
Qualifications
Years of Experience Required: 2+ overall years of experience in the field.
Experience in client operations, process improvement, or contract management.
Strong analytical skills with the ability to interpret data and benchmark performance metrics via reporting.
Excellent written communication skills for documenting processes.
Ability to collaborate cross-functionally with legal, sales, and customer success teams.
Proficiency with CRM systems and data management tools.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
English proficiency.
Top 3 Skills
Minimum 2 years experience with Process Execution & Compliance
Minimum 2 years experience with Data Analysis & Reporting (PowerBI is preferred)
Minimum 1 year experience with CRM Systems & Data Management Tools
Additional Qualifications
Background working in structured, compliance driven environments where following processes is critical.
Demonstrated experience in process execution, maintaining compliance, and ensuring controls are followed.
Skilled at relaying insights and recommendations to management and cross functional partners (e.g., Legal, Sales, Customer Success).
Exposure to sales systems, contract systems, or workflow management tools (advantageous but not strictly required).
Performance Indicators
Performance will be assessed based on case completion and ticket resolution, with accurate case work and minimal errors.
Candidate Profile
The ideal candidate is meticulous, analytical, process-driven, and experienced in cross-functional collaboration with legal/sales/customer success teams, with proficiency in CRM systems and a passion for process improvement while maintaining compliance.
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