Contracts Specialist - SMB Team

Do you love providing administrative support to the Finance and Operations Team? Are you organized and do you enjoy creating clientcontracts using company standards?

If you answered "yes" to these questions, keep reading.

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Contracts Specialist to join our team!

WHAT'S IN IT FOR YOU?

An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.

BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.

BONUSES - An opportunity to earn quarterly bonuses based on performance. 

☀️ UNLIMITED VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.

EDUCATION – Team member education and learning budget on courses, events and books.

FUN – Company activities, outings, and retreats.

INVESTMENTS – Simple IRA WITH a 3% Match.

WORK STYLE – WFH or come to the office. The choice is yours!

The salary for this role is $60,000 annually.

Key Responsibilities:

• Responsible for creating all client contracts using company standards and guidelines for accuracy and internal compliance.
• Perform standard, advanced, and confidential administrative duties requiring broad experience, skill, and knowledge of organization policies and procedures related to customer contracting.
• Processing 1st payments in QBO and setting up new clients in billing and CRM systems.
• Process cancellations and ensure a comprehensive off-boarding process.
• Responsible for entering and maintaining customer contract information in HUBSPOT in a timely and accurate manner.
• Responsible for receiving executed customer contracts, verifying the contract, notifying the appropriate parties, processing for countersignature, and returning fully executed customer contracts to the customer.
• Follow internal policies to ensure compliance.
• Other duties, tasks, and special projects as assigned.

Requirements

• 3 - 5  years of staff accounting, paralegal, administrative, or equivalent experience. 
• Strong Google Platform skills
• Strong oral and written communication skills
• Strong work ethic with the ability to complete tasks and deliverables under tight deadlines while maintaining flexibility
• Ability to adjust to changing priorities
• Ability to anticipate needs and be proactive
• Must be highly detail-oriented
• Must have experience with responsibly managing time in a remote setting
• This position will evolve, and this person must be very flexible, and willing to learn and grow with the role
• Ability to work in our Bala Cynwyd, PA office on Thursdays is highly preferred

It's challenging. It's fast-paced. Your job description may change. But the rewards of accomplishment are amazing!

Benefits

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

Bottom Line: We change lives. Want proof? Read our Google My Business reviews.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans