Remote Sales Operations & Contracting Associate

athenahealth; Massachusetts; On-site; USD 59,000 - 99,000; Full time

Job summary

athenahealth is seeking a Sales Operations & Contracting Associate to provide timely contract and proposal support to Sales and Customer Success. The role manages contract lifecycle activities, validates bookings and revenue calculations, and maintains CRM data accuracy to support renewals and client changes.

Remote role based on the West Coast; reports to the Sales Operations Manager. The team partners with Sales, Customer Success, Legal, Finance, Billing and Deal Desk to ensure accurate

Qualifications

• Bachelor’s degree or equivalent practical experience.
• 2-3 years of experience in contracting, sales operations, or a related operations role.
• Proficiency with Microsoft Office (Excel preferred).
• Proficiency with Adobe Acrobat.
• Experience with Salesforce required.
• Strong written and verbal communication skills.
• Demonstrated attention to detail and accuracy in transactional work.
• Ability to work independently and collaboratively in a deadline-driven environment.
• Experience documenting and improving processes; familiarity with basic automation or workflow tools preferred.
• Professionalism and a collaborative approach when working with cross-functional partners.

Responsibilities

• Create, prepare, and process proposals and contracts, ensuring documents are complete and ready for signature.
• Review contracts for compliance with SOX and SOC1-related requirements and coordinate countersignature processing.
• Calculate and validate Bookings and Annual Revenue Implemented to support accurate revenue recognition.
• Coordinate with internal stakeholders to obtain client-signed contracts and resolve outstanding issues.
• Triage pricing and discount requests; route to Deal Desk and obtain required approvals from Legal, Billing and Finance.
• Maintain CRM data accuracy through daily, weekly, and monthly reviews and reporting.
• Support client repricing, billing initiatives, and termination processing for assigned accounts.
• Manage offboarding activities for assigned clients, ensuring timely completion of required steps.
• Identify and document opportunities to improve productivity and implement process improvements with appropriate automation.
• Learn and apply new AI tools to improve accuracy and efficiency in daily work.

Skills

Attention to detail

Communication skills

Deadline-driven

Independent worker

Team collaboration

Education

Bachelor’s degree or equivalent practical experience

Tools

Microsoft Office

Adobe Acrobat

Salesforce

Job description

athenahealth is seeking a Sales Operations & Contracting Associate to provide timely contract and proposal support to Sales and Customer Success. The role manages contract lifecycle activities, validates bookings and revenue calculations, and maintains CRM data accuracy to support renewals and client changes.

Remote role based on the West Coast; reports to the Sales Operations Manager. The team partners with Sales, Customer Success, Legal, Finance, Billing and Deal Desk to ensure accurate