Commercial Operations Specialist

Harbor is looking for a Commercial Operations Specialist to join our growing team. The Commercial Operations Specialist plays a critical role in supporting the Client Engagement and Delivery teams by ensuring accurate and timely processing of commercial documents and maintaining data integrity within Salesforce. This is a full-time position that can work out of the US or Canada.

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Key Responsibilities & Tasks:

Document Processing & Management

• Review, validate, and process Statements of Work (SOWs), Change Requests (CRs), and Order Forms for accuracy and completeness.
• Ensure all documents comply with internal policies, pricing guidelines, and contractual terms.
• Coordinate with internal stakeholders (Sales, Legal, Finance) to resolve discrepancies or obtain necessary approvals.
• Manage documents through internal approval and client reviews
• Collaborate with the Harbor Legal team on contracts review and execution – including Non-Disclosure Agreements (NDAs) and Master Service Agreements (MSAs), etc.

Renewal Management

• Track upcoming contract renewals and proactively initiate renewal processes.
• Update Salesforce with renewal details and maintain accurate forecasting data.
• Monitor and manage renewals processing for applicable solution lines, including sending notifications, monitoring, communications with clients.
• Prepare renewal documentation and ensure timely execution to avoid service interruptions.
• Process new reseller opportunities and renewals including liaison with Finance and Reseller teams to confirm licensing and values.

Work Queue & Case Management

• Utilize Salesforce Cases functionality to track, prioritize, and resolve requests from internal teams.
• Manage assigned work queue within Salesforce to ensure timely handling of all tasks and requests.
• Monitor case status and follow up to ensure service level agreements (SLAs) are met.

Compliance & Data Integrity

• Maintain accurate records of all commercial transactions in Salesforce and other internal systems.
• Ensure adherence to company policies, revenue recognition rules, and audit requirements.
• Conduct periodic data quality checks and implement corrective actions as needed.

Cross-Functional Collaboration

• Act as a liaison between Sales, Finance, Legal, and Operations to ensure smooth execution of commercial processes.
• Provide guidance to sales teams on process requirements and documentation standards.

Opportunity Management in Salesforce

• Assist with opportunity creation ensuring each contract has a correlating opportunity
• Validate opportunity data for accuracy on commercial items, including related products/solutions and pricing, and contract terms.

Qualifications:

• Ability and desire to work in a fast-paced environment and perform against time and quality standards
• Bachelor’s degree in Business Administration, Operations, or related field
• 2+ years of experience in commercial operations, sales support, or contract management.
• Proficiency in Salesforce and Microsoft Office Suite.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication and problem-solving skills.
• Ability to work collaboratively with cross-functional teams.