Contracts and Forms Configuration Specialist

About the role

Supports contract administration, compliance, electronic forms, and system account maintenance. This role ensures contracts and forms are accurately reviewed, maintained, and processed while supporting document management, system configuration, and troubleshooting.

This position requires strong attention to detail, basic PC skills, effective communication, and experience with Adobe Acrobat, XML files, document management systems, and contract-tracking tools. The specialist works with internal teams and external partners to support compliance, security, accuracy, and efficiency.

What you'll do

• Contract Administration & Compliance
• Review contracts for accuracy, standards, and legal/business compliance.

• Monitor contract compliance throughout the lifecycle.

• Maintain organized contract records for retrieval and audits.

• Generate reports on contract statuses, renewals, expirations, and activity using PROMOS and DMS.

• Coordinate with vendors, customers, and internal teams to resolve contract issues.

• Train team members on contract processes, procedures, and best practices.

Forms Configuration & Technical Support

• Troubleshoot errors when uploading or updating forms.

• Use Adobe Acrobat and XML files to map fields and populate deal/customer data accurately.

• Configure form logic, business rules, and workflows for processing needs.

• Maintain form libraries with current approved forms by state, product, and channel.

• Review, test, and validate forms before deployment.

• Implement form updates based on regulatory and business changes.

• Maintain version control and documentation for form updates and releases.

• Create and maintain DLR50 guides and procedural documentation.

• Work with departments to identify form issues, gather requirements, and implement solutions.

• Support users with form functionality, system processes, and troubleshooting.

Account Administration & Security

• Create and manage user accounts securely.

• Maintain user roles and permissions based on business needs.

• Manage account updates, changes, and inactive-user deactivation.

• Audit account activity and permissions for security compliance.

• Protect sensitive user and business data from unauthorized access

• Ensure account practices follow company, security, and regulatory standards.

Documentation & Process Management

• Maintain accurate contract, form, account, and procedure records.

• Update processing guides, work instructions, and training materials.

• Identify workflow efficiencies and recommend process improvements.

• Ensure documentation follows version control and retention standards.

Qualifications

• High school diploma or equivalent.

• Basic computer proficiency, including Microsoft Office applications.

• Experience working with Adobe Acrobat or similar PDF-editing software.

• Strong attention to detail and organizational skills.

• Ability to interpret and follow technical documentation and standardized procedures.

• Effective verbal and written communication skills.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Strong problem-solving and analytical skills.