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. 

---

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.