Contracts Administrator II

THIS IS A HYBRID POSITION

JOB SUMMARY

Contracts Administrator IIs support CSI Groups by preparing and maintaining contracts during all stages of the contract life cycle. They work closely with the Revenue team, assisting with creating moderately complex new/retention contracts, amendments, statements of work, proposals, and any other legal document requirements. Responsible for execution of contract processes that may include contract processing, CRM data entry and verification, policy and procedure administration, contract and supplemental template administration and other administrative duties as requested.

KEY RESPONSIBILITIES

• Prepares contracts for cross sale, amendments, new or renewal of sales of software or services, verifies necessary approvals for contract specifications.

• Follows contract best practices procedures for creating contracts and sends out contract for client signature.

• Creates new or updates existing contract records in CRM database; research current contracts for Level 2‐type special projects (e.g., research requires critical thinking skills, pulling data from multiple sources, etc.)

• Prepares customer letters and letters validating contract information regarding renewals, conversions, and deconversions.

• Responds to inquiries from the revenue teams regarding contract process questions.

• Creates and modifies department procedures.

• Assists with contract template management.

• Assists with contract and supplemental template periodic review and works with product management to facilitate template updates.

• Performs other duties as assigned.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• Finalized contracts are created and sent out to the client for signature via Adobe Sign. Quality assurance of contracts is completed.

• Completes contract related records within CRM application or other internal tracking tools.

• Ensures all contract-related issues are handled and completed.

• Responsible for maintaining all contract requests and contract revision requests that are submitted daily.

JOB REQUIREMENTS

Education & Certifications:

Education or job knowledge is equivalent to college or university undergraduate education.

Experience:

The minimum amount of relevant work experience performing contract‐related activities required to successfully perform the job is at least three (3) years.

Required Skills:

• Analytical skills - ability to interpret and understand contract language.

• Mathematical skills

• Communication skills

• Reasoning skills

• Computer skills

• Administrative skills

RELATIONSHIP BUILDING

This position requires regular contact inside and/or outside the company.

DECISION MAKING

This position requires work from detailed instructions; decisions are made occasionally.

SUPERVISION RECEIVED

General Supervision. Assignments are both task‐oriented and objective‐oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Travel: No travel typically required.

Physical Demands:

The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity.

Not For Albany County, NY, California, Colorado, Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!

For more information about CSI, visit www.csiweb.com.

CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

If you live less than one (1) hour drive from a CSI office, you will be required to be hybrid in-office.

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