Contract Specialist

Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company.  Join our award winning team!

2024:

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

As part of Teleperformance in the US, we were also named #95 in the 2024 ‘Fortune 100 Best Companies to Work For®’ in the USA by Great Places to Work (GPTW®)

Job Scope:
Responsible for establishing an infrastructure of processes and procedures for Sales Contracting, supporting the Sales Organization: Business Development, Client Success and Channel Partnerships. This includes oversight of the contract process from initial Sales request to signature execution to filing under client records.
Primary Job Responsibilities:
1) Contract Preparation and Review:
• Oversee Sales request process for new agreements.
• Ensure adherence to tracking all approved changes via Salesforce cases.
• Manager Salesforce cases to meet turnaround times.
• Draft, review, and modify various agreement requests.
• Draft, review and maintain clause library in collaboration with Legal department and Centers of Excellence (i.e., standard program descriptions, varying levels of support, etc.)
• Review current client agreements during drafting process to ensure future amendments will follow accurately.
• Collaborate with Sales, Executive Leadership and Legal teams to gather necessary information and approvals to facilitate the drafting process and to ensure contracts adhere to company policies and legal requirements.
• Help manage Finance recommended guidelines for standard contract terms and escalate exceptions to Director of Sales Enablement for resolution.
2) DocuSign Facilitation and Contract Execution:
• Function as the primary point of contact for DocuSign-related inquiries, support and facilitation of both client and Health Advocate signatures.
• Ensure the timely and accurate preparation of contracts for electronic signature through DocuSign.
• Facilitate the flow of contracts through the DocuSign process, ensuring all necessary parties provide their electronic signatures in a timely manner.
• Track contract deliverables and milestones for timely execution.
3) Contract Record Maintenance:
• Maintain a well-organized and up-to-date contract repository within the DocuSign platform, including all related documentation.
• Generate reports and summaries using DocuSign data as needed to provide insights on contract status.
• Salesforce contract case creation to track number of cases for dashboard tracking, approvals, services, rates etc.
• Responsible for leading projects and assigning tasks to ensure accordance with client and internal deadlines (i.e., custom Marketing material requests, special program installations)
• Track non-standard contract renewal terms and inform Client Success of key upcoming dates.
• Consult with Finance, Legal and Data & Analytics departments to maintain up to date renewal date information on individual services and overall relationships.
4) Process Improvement:
• Keep contract templates and service exhibits up to date with company changes to maintain accurate contracting language.
• Contribute to the overall enhancement of contract management processes and DocuSign workflows to streamline operations and improve efficiency.
• Establish a more robust tracking system to better capture Performance Guarantees
5) Cross-Functional Collaboration:
• Work with other teams to review existing agreements so they can communicate to external parties about their existing contract terms and conditions, service offerings etc. (i.e., Terminations, Changes and Account Management Teams).
• Liaison between Sales and Legal Departments, directing inquiries and facilitating communication to ensure efficient handling of contract-related matters.
MINIMUM QUALIFICATIONS
Applicants should meet the following minimum qualifications.
Education
• Bachelor’s degree from an accredited college or university with major coursework in business, marketing, communication, healthcare, or a related area is required. Equivalent work experience may be substituted for educational requirements.
Experience
• Minimum 5 years of experience in sales support, customer service, administrative support, marketing, data entry, operations, or a related area is required.
• Minimum 3 years of experience with contract preparation and creation
Other
• Intermediate knowledge of Office suite, including DocuSign CLM, MS Word, Excel, and PowerPoint
• Minimum of two-year experience utilizing a customer relationship management tool (e.g., Salesforce.com) is required.
 

Salary and Benefits:

Annual salary starting at $70,000.

Company Overview

Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs. For 20 years, Health Advocate has provided expert support to help our members navigate the complexities of healthcare and achieve the best possible health and well-being. Our solutions leverage a unique combination of best-in-class, personalized support with powerful predictive data analytics and a proprietary technology platform to address nearly every clinical, administrative, wellness or behavioral health need. Whether facing common issues or an unprecedented challenge like COVID-19, our team of highly trained, compassionate experts work together to go above and beyond expectations, making healthcare easier for our members and ensuring they get the care they need.

Learn more

Health Advocate https://www.healthadvocate.com/site/

Facebook https://www.facebook.com/healthadvocateinc/

Video https://vimeo.com/386733264/eb447da080

Awards:

2023:

• National Customer Service Association All-Stars Award: Service Organization of the Year.
• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2022:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner
• Excellence in Customer Service Awards: Organization of the Year (Small)
• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2021:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Silver Winner
• Stevie® Awards for Sales & Customer Service: Most Valuable Response by a Customer Service Team (COVID-19). Bronze Winner
• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2020:

• National Customer Service Association All-Stars Award: Organizations of 100 or Greater, Runner-Up
• Communicator Award of Distinction: October 2019 Broker News
• MarCom Awards: Gold, COVID Staycation Ideas brochure
• MarCom Awards: Platinum, 2021 Well-being Calendar
• Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium category (Silver)

Health Advocate is an Equal Opportunity Employer that does not discriminate on the basis of race, color, sex, age, religion, national origin, citizenship status, military service and veteran status, physical or mental disability, or any other factor not related to job requirements. We respect and value diversity, and are committed to the principles of Equal Employment Opportunity.

VEVRAA Federal Contractor requesting appropriate employment service delivery systems, such as state workforce agencies and local employment delivery systems, to provide priority referrals of protected veterans.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c)