Inside Sales Representative - Contract Specialist

Customer Contract Manager

Responsible for managing customer contracts and compliance for Pakistan Finished Lubricants, including due diligence, approvals, and renewals. Oversees SMART procurement processes and ensures timely purchase order execution. Maintains accurate customer master data and supports risk management and audit readiness.

Contract Compliance

• Ensure denied party screenings are complete including contract signatories
• Send all customers for entire country clearance
• Ensure approvals have been taken for DPs with hits and coordinate with sales for the pre-requisites
• Coordinate with sales to initiate CDD requests and determine customer risk
• Submit CDD request on Kroll portal and track requests
• Maintain & track CDD & DP screening for renewal upon expiration of the contract
• Initiate STARS approval requests for customers if applicable and coordinate with Sales for all relevant information
• Submit & monitor STARS request to ensure timely approvals
• Archive Requests and approvals for reference & record
• Manage Supplier registration of Chevron with B2B customers where required

New Customer Contracts

• Prepare draft Contracts
• Ensure that all contracts are developed and maintained as per defined policy and compliance & legal guidelines
• Ensure that all changes made to standard contract are properly vetted by concern stakeholders
• Take legal approvals where Chevron contract template has not been used
• Ensure that Contract Compliance checklist/ exhibits are filled and sent along with the contract
• Coordinate with sales to track unsigned contracts
• Maintaining the record of all contracts (soft and hard copy with summary). Soft copies to be scanned and archived in SFDC & one-drive
• Update/ maintain contract status in Salesforce.com
• Initiate pricing approval process for hardwired customers as per the guidelines
• Compare active list of customers with the contract status of each channel to ensure tracking
• Generate monthly report and send contract status update to the Channel Managers
• Prepare contract termination letters

Selling Without Contracts Process for Customers

• Ensure Chevron Selling without Contract guidelines are followed for customers without contracts
• For new/ dormant customers selling without contract approval request is initiated to CM's/ ABM as per the DOA
• Keep a track record of customers uplifting products without a contract to ensure approval TOCA is followed

Contract Renewal/ Addendums:

• Initiating Contract renewal process and coordinate with sales at least 2 months prior expiration of the contract
• Prepare/ draft renewals for customers
• Verify addendums and ensure latest template is used
• Follow-up with Sales for the renewal of the contracts and ensure completion
• Ensure completion and signing of Contract checklist
• Maintaining the record of all contracts (soft and hard copy with summary). Soft copies to be scanned and archived in SFDC & one-drive

T&C Approvals:

• Coordinate with sales to initiate T&C approvals
• Ensure all pre-requisites are complete
• Complete Compliance requirements

Process Owner for SMART Procurement Process in Pakistan Finished Lubricants

• Responsible for processing and coordinating all purchase activities for Finished Lubricants in Pakistan
• Act as SME for all SMART related activities in Sales
• Responsible for creation of purchase orders in SMART and coordinating with sales and marketing staff
• Ensure all pre-requisites are in place
• Ensure all approvers are added in the approval flow
• Ensure attachments are embedded with the PRs for reference
• Verify Cost center and GL codes
• Ensure tracking of unapproved PRs' in the system and regular follow-up with approvers
• Send issued POs & SOs to the concerned colleagues after completion of the approval process.
• Support Sales & marketing in timely closure of the open POs/ SOs and work with procurement to achieve the same

Posting Service Entries & Reversal

• Post service entries for vendors that do not have access to SMART
• Reverse service entries in SAP for Chevron Pakistan through SAP functionality ML81N

Maintain & Manage Customer Master Data

• Creation of sold to code
• Verify pre-requisites and approvals
• Verify NTN/ CNIC through tax team to determine the tax codes
• Create new ship to code and link them with Sold to code
• Maintain product upliftment status of pickup or delivery
• Delivery Plant mapping
• Block and Unblock of customer account
• Update credit term enhancement
• Update Sales Office/Sales group mapping
• Changes in tax codes/ addresses
• Archive customer requests, verifications & approvals received from concerned Channels
• Conduct Customer master review of the process at the end of each quarter

Chevron participates in E-Verify in certain locations as required by law.