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.
- 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.
About Us:
Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. Our globally integrated team of 800+ strategists, technologists, and specialists navigate alongside our clients – leading law firms, corporations, and their law departments – to provide essential resources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the future of the legal industry and fostering enduring partnerships within our community and ecosystem.
Harbor is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, marital status, civil union status, national origin, ancestry, age, parental status, disabled status, veteran status, or any other legally protected classification, in accordance with applicable law.
