[Hiring] Contract Origination Specialist @Teladoc Health

Role Description

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 the 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, including monitoring leasing activity for open deals and payment or credit issues.
• 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.
• 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.
• Support the Commercial team with routine contracting and lease renewal activities, ensuring required documentation and processes are completed accurately and timely.

Qualifications

• 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).

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.

Benefits

• Base salary range: $63,000 - $70,000.
• Eligible for a performance bonus and benefits (subject to eligibility requirements).
• Flexible Vacation Policy for rest, relaxation, and personal time.
• 80 hours of Paid Sick, Safe, and Caregiver Leave annually (for full-time positions).