Execo Benefits Overview

Manage contract data migrations from discovery through upload and quality control. Locate contract files, identify metadata, extract and structure mandatory details, establish parent-child document relationships, upload data into systems, perform pre- and post-upload checks, conduct client User Acceptance Testing, and troubleshoot migration issues. The role requires contract review experience, CLM software familiarity, strong communication, problem-solving, and direct client support.

Prospect and re-engage small business customers through multiple channels, conduct discovery conversations, identify financing needs, and hand qualified opportunities to Funding Advisors or Account Executives. Maintain customer records, manage outreach cadences and pipelines, collaborate with sales teams, and meet monthly sales targets while delivering a strong customer experience.

Manage internal revenue operations, pre-sales contract and deal desk processes, and light HubSpot administration. Administer Salesforce for client-facing projects, bridge HubSpot and Salesforce data, and support infrastructure project management and compliance certification efforts such as SOC 2 and ISO. The role requires adaptability, strong communication, proactive execution, and the ability to manage shifting priorities across systems and departments.