Description Field Operations Manager East Territory: Virginia, North Carolina, South Carolina, or Georgia Helm is a fast-growing company that is seeking an experienced Field Operations Manager (FOM) for the east territory. The Field Operations Manager (FOM) position plays an integral role in the planning and execution of our Account Development Growth Strategy by leading and developing the Regional Income Development Team. The primary responsibility for the Regional Income Development Team Development Team is to maximize dealer participation in fFlexCare's full suite of F&I products by providing both internal and external training, sales support and completion of account development activity. The Field Operations Manager (FOM) is responsible for leading, managing and reporting all organic sales growth, account development and retention activity. Requirements - Consistent utilization of a quality management approach towards account development activity to ensure quantity and quality of dealer contacts by reviewing SFDC and ride-alongs. - Build & develop the overall regional account development strategy with the Regional Business Director by targeting specific dealerships for improvement. - Coordinate the execution of defined strategy with the regional income development team. - Utilization of analytical approach towards account development activity to ensure Mopar Action Plans are implemented and the respective lift is realized. - Participate in Mopar Action Plan meetings in highly valued accounts. - Quality management of activity geared towards growth by ensuring Income Development Managers maintain product targets as opportunities in SFDC and they do not become aged. - Actively manage daily field activity of Income Development Managers - Support all MVP branded product sales, initiatives, claims and maximization of dealer participation programs i.e., XPS, MMP & Reinsurance. - Attend conversion meetings of Business Development Team as requested. - Conduct recurring progress meetings with all stakeholders. Supervisory Responsibilities of the Field Operations Manager (FOM): - This position does have supervisory duties. Education and Experience of the Field Operations Manager (FOM): - College degree preferred but not required. - 5+ years managing field sales team. - 10+ years automotive F&I and/or F&I provider experience. - Excellent communication skills. - Proficient in Microsoft Office, Power Bi and Dealership DMS & menu systems. - Overnight travel as required for business needs. - Ability to think and act strategically. - Ability to skillfully engage, build trust and persuade automotive business senior management and sales/service personnel. - Strong sales and presentation skills. Proven experience in developing and executing sales plans. - Proficient in MS office. - Strong communication skills. - Strong time & territory management skills.

Job Title: Customer Operations Specialist Position Type: Full-Time, Remote Working Hours: U.S. Business Hours About the Role We are hiring a highly detail-oriented and execution-driven Customer Operations Specialist to take full ownership of contract lifecycle management across a large customer portfolio. This role is responsible for ensuring that all customer agreements are accurate, executed, properly documented, and aligned with billing and recurring revenue. You will act as the internal owner of contract data, proactively driving contract completion, maintaining system accuracy, and reducing operational and financial risk. This is not a passive administrative role. It requires high ownership, consistent outreach, strong attention to detail, and the ability to manage contract execution at scale. What You’ll Own Contract Ownership & Data Accuracy - Own and manage all customer contracts across the portfolio - Maintain a clear source of truth for contract status, terms, and coverage - Ensure all contract records are accurate, complete, and up to date - Organize and maintain structured contract storage systems (e.g., Google Drive) Contract Tracking & System Management - Maintain and continuously update the master contract tracking sheet - Track contract terms (e.g., duration, renewal dates, special conditions) - Clean and maintain accurate records by removing inactive accounts - Prepare and structure contract data for CRM (Salesforce) accuracy Contract Outreach & Execution - Identify customers without valid contracts and prioritize outreach - Conduct daily outreach via phone and email to drive contract completion - Clearly communicate contract terms, pricing structures, and value - Send agreements via DocuSign and track them through to completion - Maintain consistent follow-ups to ensure contract closure CRM & Revenue Alignment (Salesforce) - Update contract-related data and RMR (Recurring Monthly Revenue) in Salesforce - Log all updates, activities, and changes in the system for audit purposes - Use contract interactions to validate and improve customer data accuracy DocuSign & Agreement Management - Create, send, and manage agreements for new services and account updates - Ensure all documents are properly executed and stored - Manage account transfers and ensure proper documentation and compliance AutoPay & Compliance Tracking - Ensure AutoPay enrollment for all applicable contracts - Document exceptions and apply necessary adjustments as required Collections Support (Partial Responsibility) - Conduct daily collections outreach for assigned accounts - Log all activities and maintain accurate tracking in CRM Reporting & Performance Tracking - Provide daily reporting on outreach activity, contracts sent/signed, and updates - Maintain visibility into contract coverage progress and performance metrics - Track and report improvements in contract completion rates Process Improvement & Optimization - Identify recurring issues and recommend improvements to workflows and systems - Contribute to refining scripts, templates, and outreach strategies - Improve operational efficiency and contract adoption rates over time Must-Have Experience & Skills (Non-Negotiables) - 2–4+ years of experience in contract administration, operations, billing, or customer support roles - Proven experience managing high-volume administrative or outreach-driven workflows - Hands-on experience with CRM systems (Salesforce or similar) - Experience using DocuSign or similar e-signature platforms - Strong proficiency in Google Sheets or Excel for tracking and reporting - High attention to detail with strong accuracy in data management - Strong written and verbal communication skills (customer-facing) - Comfortable handling outbound calls, follow-ups, and objection handling - Ability to manage multiple workflows simultaneously with strong organization Key Metrics for Success - Increase in percentage of customers with signed contracts - Accuracy and completeness of contract data across systems - Daily outreach activity and contract execution volume - Timely and accurate updates in Salesforce - AutoPay enrollment rate on new agreements - Quality and consistency of daily reporting Interview Process - Initial Screening Call - Recruiter Interview - Final Interview - Offer & Onboarding

Job Title: Customer Operations Specialist Position Type: Full-Time, Remote Working Hours: U.S. Business Hours About the Role We are hiring a highly detail-oriented and execution-driven Customer Operations Specialist to take full ownership of contract lifecycle management across a large customer portfolio. This role is responsible for ensuring that all customer agreements are accurate, executed, properly documented, and aligned with billing and recurring revenue. You will act as the internal owner of contract data, proactively driving contract completion, maintaining system accuracy, and reducing operational and financial risk. This is not a passive administrative role. It requires high ownership, consistent outreach, strong attention to detail, and the ability to manage contract execution at scale. What You’ll Own Contract Ownership & Data Accuracy - Own and manage all customer contracts across the portfolio - Maintain a clear source of truth for contract status, terms, and coverage - Ensure all contract records are accurate, complete, and up to date - Organize and maintain structured contract storage systems (e.g., Google Drive) Contract Tracking & System Management - Maintain and continuously update the master contract tracking sheet - Track contract terms (e.g., duration, renewal dates, special conditions) - Clean and maintain accurate records by removing inactive accounts - Prepare and structure contract data for CRM (Salesforce) accuracy Contract Outreach & Execution - Identify customers without valid contracts and prioritize outreach - Conduct daily outreach via phone and email to drive contract completion - Clearly communicate contract terms, pricing structures, and value - Send agreements via DocuSign and track them through to completion - Maintain consistent follow-ups to ensure contract closure CRM & Revenue Alignment (Salesforce) - Update contract-related data and RMR (Recurring Monthly Revenue) in Salesforce - Log all updates, activities, and changes in the system for audit purposes - Use contract interactions to validate and improve customer data accuracy DocuSign & Agreement Management - Create, send, and manage agreements for new services and account updates - Ensure all documents are properly executed and stored - Manage account transfers and ensure proper documentation and compliance AutoPay & Compliance Tracking - Ensure AutoPay enrollment for all applicable contracts - Document exceptions and apply necessary adjustments as required Collections Support (Partial Responsibility) - Conduct daily collections outreach for assigned accounts - Log all activities and maintain accurate tracking in CRM Reporting & Performance Tracking - Provide daily reporting on outreach activity, contracts sent/signed, and updates - Maintain visibility into contract coverage progress and performance metrics - Track and report improvements in contract completion rates Process Improvement & Optimization - Identify recurring issues and recommend improvements to workflows and systems - Contribute to refining scripts, templates, and outreach strategies - Improve operational efficiency and contract adoption rates over time Must-Have Experience & Skills (Non-Negotiables) - 2–4+ years of experience in contract administration, operations, billing, or customer support roles - Proven experience managing high-volume administrative or outreach-driven workflows - Hands-on experience with CRM systems (Salesforce or similar) - Experience using DocuSign or similar e-signature platforms - Strong proficiency in Google Sheets or Excel for tracking and reporting - High attention to detail with strong accuracy in data management - Strong written and verbal communication skills (customer-facing) - Comfortable handling outbound calls, follow-ups, and objection handling - Ability to manage multiple workflows simultaneously with strong organization Key Metrics for Success - Increase in percentage of customers with signed contracts - Accuracy and completeness of contract data across systems - Daily outreach activity and contract execution volume - Timely and accurate updates in Salesforce - AutoPay enrollment rate on new agreements - Quality and consistency of daily reporting Interview Process - Initial Screening Call - Recruiter Interview - Final Interview - Offer & Onboarding

Job Title: Customer Operations Specialist Position Type: Full-Time, Remote Working Hours: U.S. Business Hours About the Role We are hiring a highly detail-oriented and execution-driven Customer Operations Specialist to take full ownership of contract lifecycle management across a large customer portfolio. This role is responsible for ensuring that all customer agreements are accurate, executed, properly documented, and aligned with billing and recurring revenue. You will act as the internal owner of contract data, proactively driving contract completion, maintaining system accuracy, and reducing operational and financial risk. This is not a passive administrative role. It requires high ownership, consistent outreach, strong attention to detail, and the ability to manage contract execution at scale. What You’ll Own Contract Ownership & Data Accuracy - Own and manage all customer contracts across the portfolio - Maintain a clear source of truth for contract status, terms, and coverage - Ensure all contract records are accurate, complete, and up to date - Organize and maintain structured contract storage systems (e.g., Google Drive) Contract Tracking & System Management - Maintain and continuously update the master contract tracking sheet - Track contract terms (e.g., duration, renewal dates, special conditions) - Clean and maintain accurate records by removing inactive accounts - Prepare and structure contract data for CRM (Salesforce) accuracy Contract Outreach & Execution - Identify customers without valid contracts and prioritize outreach - Conduct daily outreach via phone and email to drive contract completion - Clearly communicate contract terms, pricing structures, and value - Send agreements via DocuSign and track them through to completion - Maintain consistent follow-ups to ensure contract closure CRM & Revenue Alignment (Salesforce) - Update contract-related data and RMR (Recurring Monthly Revenue) in Salesforce - Log all updates, activities, and changes in the system for audit purposes - Use contract interactions to validate and improve customer data accuracy DocuSign & Agreement Management - Create, send, and manage agreements for new services and account updates - Ensure all documents are properly executed and stored - Manage account transfers and ensure proper documentation and compliance AutoPay & Compliance Tracking - Ensure AutoPay enrollment for all applicable contracts - Document exceptions and apply necessary adjustments as required Collections Support (Partial Responsibility) - Conduct daily collections outreach for assigned accounts - Log all activities and maintain accurate tracking in CRM Reporting & Performance Tracking - Provide daily reporting on outreach activity, contracts sent/signed, and updates - Maintain visibility into contract coverage progress and performance metrics - Track and report improvements in contract completion rates Process Improvement & Optimization - Identify recurring issues and recommend improvements to workflows and systems - Contribute to refining scripts, templates, and outreach strategies - Improve operational efficiency and contract adoption rates over time Must-Have Experience & Skills (Non-Negotiables) - 2–4+ years of experience in contract administration, operations, billing, or customer support roles - Proven experience managing high-volume administrative or outreach-driven workflows - Hands-on experience with CRM systems (Salesforce or similar) - Experience using DocuSign or similar e-signature platforms - Strong proficiency in Google Sheets or Excel for tracking and reporting - High attention to detail with strong accuracy in data management - Strong written and verbal communication skills (customer-facing) - Comfortable handling outbound calls, follow-ups, and objection handling - Ability to manage multiple workflows simultaneously with strong organization Key Metrics for Success - Increase in percentage of customers with signed contracts - Accuracy and completeness of contract data across systems - Daily outreach activity and contract execution volume - Timely and accurate updates in Salesforce - AutoPay enrollment rate on new agreements - Quality and consistency of daily reporting Interview Process - Initial Screening Call - Recruiter Interview - Final Interview - Offer & Onboarding