Contract Origination Specialist

Teladoc; United States; Ibrido; USD 63.000 - 70.000; Tempo pieno

Descrizione del lavoro

Teladoc Health is seeking a Contract Origination Specialist to support day-to-day intake and processing of contracting requests from HHS Sales, using Salesforce.com. You will collaborate with Account Executives and internal teams to ensure timely contract execution and accurate documentation, while assisting in resolving routine issues and maintaining data standards.

The role involves processing standard forms, coordinating contract changes with the Contracts Manager, and supporting deal

Competenze

• 5+ years of experience in contract administration or sales operations.
• Experience with Salesforce.com or a similar CRM.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.

Mansioni

• Provide responsive, professional support to internal stakeholders and customers throughout contracting.
• Support Contract Operations with workflow, documentation, and process adherence.
• Coordinate intake of client set-up documents, tax-exempt certificates, POs, and related paperwork.
• Distribute standard contract documents (MSA, BAA, Order Forms) using approved templates.
• Manage contract execution through Adobe Sign and monitor signature progress.
• Initiate credit requests with leasing partners and track related issues to resolution.

Conoscenze

Salesforce.com

Formazione

Bachelor's degree

Strumenti

CRM

Descrizione del lavoro

Join the team leading the next evolution of virtual care.

At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.

Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.

Summary of Position

Under the general directions of the Contract Origination, Supervisor, the Contract Origination Specialist ("COS") supports the day-to-day intake and processing of requests from HHS Sales through Salesforce.com, with a focus on the initial stages of the contracting process. The COS works closely with Contract Origination, Supervisor as well as assigned Account Executives and internal business partners to facilitate timely and accurate contract execution, resolve routine issues, and ensure required documentation is completed. The COS also supports customers via internal teams including Sales, Business Operations, Billing and Collections to achieve customer satisfaction.

Essential Duties and Responsibilities

• Provide responsive and professional services to internal stakeholders and customers, helping facilitate an efficient and positive contracting experience.
• Provide administrative and operational support to other members of the Contract Operations department as needed to maintain workflow and meet business requirements
• Coordinate the intake and processing of customer set-up forms, tax exempt certificates, Purchase Orders and other required documentation
• Provide standard contract documents, including MSA, BAA and standard Order Forms, using approved templates and established processes
• Coordinate contract execution by routing approved documents through Adobe Sign and monitoring documents through the signature process.
• Initiate credit requests with approved leasing partners and track requests through completion. This may include monitor leasing activity for open deals and payment or credit issues, escalating issues requiring additional review or resolution to the appropriate team member
• Create and maintain Delivery & Acceptance certificates for leases in accordance with established process and data standards
• Process incoming contract requests by reviewing submissions for completeness, creating contracting tasks, and assigning or routing requests in accordance with established procedures.
• Process standard Order Form requests, including approved special terms, discounts, and other routine commercial requirements, escalating non-standard or complex requests through completion
• Partner with the Contracts Manager to process contract changes requests, incorporate approved Changes into contract documents and prepare executable document packages for delivery to customers
• Coordinate with Sales Operations and Commercial teams to gather information and help resolve routine issues that may impact deal completion, escalating potential risks or complex issues to the Contract Origination Supervisor.
• Support the Commercial team with routine contracting and lease renewal activities, helping ensure required documentation and processes are completed accurately and timely.

Supervisory Responsibilities

No

Required Qualifications Expected for Position

• 5+ years of experience in contract administration, sales operations, order management, or a related business operations role.
• Experience working with Salesforce.com or a similar CRM platform.
• Strong attention to detail with the ability to maintain accurate records and documentation.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Effective analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Experience working in a remote or hybrid work environment.
• Travel: ≤5% (1x a year). Tr avel percentage reflects an estimate and is subject to change dependent on business needs.

Preferred Qualifications

• Bachelor's degree in Business, Finance, Operations, or a related field, or equivalent combination of education and relevant experience.
• Experience in a SaaS, healthcare technology, or related industry.
• Experience supporting contracts, order forms, amendments, or commercial agreements.
• Experience working within a post-acquisition or matrixed organizational environment.
• Basic understanding of financial or accounting concepts related to customer agreements.

The base salary range for this position is $63,000 - $70,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2026 . Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time po