Commercial Operations Specialist

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November 18

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Harbor

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Legal Technology • B2B • Enterprise

Harbor is a globally integrated team of 800 industry experts working across strategy, legal technology, operations, and intelligence, focused on helping leading law firms, corporations, and their law departments achieve breakthrough outcomes. The company enhances law firm business development through powerful marketing technology and data quality management solutions, following their recent acquisition of CLIENTSFirst Consulting.

501 - 1000 employees

🤝 B2B

🏢 Enterprise

📋 Description

• 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. • 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. • 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. • 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. • 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. • 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.

🎯 Requirements

• 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.

🏖️ Benefits

• N/A