ConsumerDirect, Inc. · 4 days ago
Sales Contract Specialist
Irvine, CA
Full-time, Contract
Onsite
Entry, Mid Level
$52K/yr - $80K/yr
2+ years expConsumerDirect, Inc. is transforming the way consumers control their credit, money, and privacy through innovative software solutions. The Sales Contract Specialist plays a key role in managing the end-to-end contract process for customer agreements, ensuring accuracy and compliance while collaborating with Sales and Compliance teams.
FinanceFinancial ServicesInformation ServicesInformation TechnologySoftware
Hiring Manager
Nikka B.
Responsibilities
Train and support Sales Representatives on creating agreements using approved contract templates
Prepare, review, and process standard contracts, amendments, and addendums
Ensure all agreements comply with internal policies, pricing rules, and approval requirements
Partner with Compliance to incorporate approved custom language and ensure regulatory adherence
Coordinate with Finance on non-standard pricing, payment terms, or contract language
Escalate exceptions and manage approval workflows as needed
Audit agreements for accuracy, completeness, and required approvals prior to execution
Ensure contracts are properly signed and stored according to company standards
Maintain version control and accurate documentation
Upload executed contracts and related documentation into the CRM system
Maintain accurate contract records and metadata for reporting and audits
Support internal audits and contract lifecycle tracking
Identify recurring issues or bottlenecks and recommend process improvements
Assist with documentation of contract processes and training materials
Qualification
Required
2–4 years of experience in Sales Operations, Contracts Administration, Deal Desk, or Order Management
Experience working with contracts, order forms, agreements, amendments, or similar documents
Strong attention to detail with the ability to manage multiple agreements simultaneously
Comfortable working cross-functionally with Sales, Finance, and Compliance teams
Experience using a CRM system or document management tools (HubSpot preferred)
Strong written communication skills
Experience supporting a sales team in a regulated or compliance-driven environment
Familiarity with contract workflows and approval processes
Basic understanding of revenue, pricing, or billing concepts
Experience auditing or quality-checking contracts
Highly organized, self-directed, and able to manage multiple priorities in a fast-moving environment
Ability to work on-site in Irvine, CA
Preferred
HubSpot preferred
Company
ConsumerDirect, Inc.
Since 2003, we have dedicated our talents toward building a leading-edge platform integrating consumers with their banks, creditors and other institutions so that they can communicate on a wide variety of topics.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Peery
Chief Revenue Officer (CRO)
Recent News
2025-04-04
2025-02-16
Company data provided by crunchbase