The Contract Specialist (“CS”) is a key position within Passport’s Revenue Operations team. In this role, you will generate contracts and serve as the liaison between the Sales, Client Success, Legal, Finance, and Product teams to facilitate the Contract Lifecycle Management (CLM) process to meet the operational, financial, and legal goals of the business. Upon successfully winning the business, you will also review the fully executed contracts for completeness, uploads into our contract repository, creates product assets and the future renewal opportunity for any subscription-based products. The CS manages the contracting process and proactively looks for ways to simplify the contracting process and shorten time from negotiation to sales booking.
Manage the contracting process from initial request to sales booking
Advise Sales and Client Success reps on contract strategy and structure to profitably win new business and secure renewals
Generate legally binding agreements between Passport and clients utilizing templates, Salesforce.com, and the contract management technology (SpringCM)
Analyze contract information by performing due diligence on current/proposed pricing, terms, fees, and deliverables
Collaborate with internal stakeholders during initial creation and throughout revisions
Utilize Salesforce.com for management of details relative to contract deliverables, etc.
Analyze contract fees and determine incremental annual and total term amounts
Utilize Salesforce.com and contract management technology (SpringCM) to perform accounting for all executed contracts
Ensure all fully executed contracts are distributed to and processed with applicable internal stakeholders (ie, Accounting, Operations, Legal)
Maintain accurate and complete retention of executed selling org contracts within Salesforce.com and contract management technology (SpringCM)
Utilize Salesforce.com to maintain organization of work and timely delivery of tasks/projects
Identify and implement improvements which streamline the overall contracting process
Ensure appropriate communications are delivered in an understandable format
Support special projects
Bachelor’s Degree or equivalent work experience
3+ years of experience, preferably Business, English, Finance, Legal, or related
Experience with contract management, accounting, or paralegal preferred
G-Suite and/or Microsoft Office skills
Salesforce.com, Configure-Price-Quote ( CPQ) technology, and Contract Lifecycle Management (CLM) technology experience is preferred
Quantitative, analytical and problem-solving skills
Exceptional attention to detail
Inherent ability to organize and prioritize
Proven people skills, working successfully in a team context with colleagues, clients, and management
Must be able to work effectively with a variety of stakeholders across multiple functions
Excellent verbal and written communication skills
You are a good fit for this role if you have a proven track record of being highly motivated and self-directed. You are able to drive a project from conception/start to finish. You are a problem solver and don’t get sidelined by roadblocks and objections, but efficiently work through them to find the right solution. You are a strong cross-functional collaborator and you have the ability to build relationships with executive stakeholders. You have the ability to self-start, prioritize, and stay organized in a dynamic work environment. You have a passion for excellence and high quality in the finished product, including strong attention to detail.
Passport is transforming mobility management for cities, empowering them to create more livable and equitable communities. Passport’s mobility platform enables clients to digitally coordinate all modes of transportation and implement real-time, data-centric management of their curbside and street space through its enterprise software. Trusted by nearly 600 cities, universities and agencies, including Chicago, Toronto, London, Los Angeles, and Miami.