Business Systems Technical Analyst – CLM Administrator
| Company | Carta |
|---|---|
| Location | Draper, UT, USA, Kitchener, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 3+ years of experience working with contract lifecycle management tools collaborating with deal desk, legal operations, or sales operations teams
- Experience with Conga CLM or similar CLM solutions
- Knowledge of contract template setup, data field mapping between CLM platforms and integrated systems, clause libraries, and version control for document automation
- Advanced proficiency in Microsoft Word, including advanced formatting, styles, and automation features
- Basic knowledge of Salesforce Admin and SOQL (Salesforce Object Query Language), with the ability to configure and optimize queries for CLM integrations
- Strong understanding of contract structures, clauses, redlining, and approval processes
- Experience collaborating with legal, sales, finance, deal desk, and procurement teams to align contract processes
- Excellent teamwork skills with a positive attitude
- Demonstrated ability to meet deadlines, handle, and prioritize multiple requests simultaneously
- Creative and analytical thinker with strong problem-solving skills
Responsibilities
- Collaborate with cross-functional teams (Legal, Sales, Finance, Procurement, IT, etc.) to gather and document requirements for CLM enhancements
- Analyze business needs to define functional and technical specifications for system updates
- Ensure alignment between contract workflows, approvals, and compliance requirements
- Configure and manage CLM workflows, approval process, contract templates, data mapping, clauses, redlining and automation
- Oversee the implementation of new features and enhancements within the CLM platform
- Support CLM system integrations with Salesforce and other tools
- Develop and execute unit test cases for CLM enhancements to ensure functionality meets business needs
- Coordinate User Acceptance Testing (UAT) with business stakeholders and resolve issues before deployment
- Manage CLM deployment to production, ensuring version control of contract templates and minimal business disruption
- Provide post-implementation support, troubleshoot issues, and collect feedback for continuous improvements
- Act as a point of contact for CLM-related queries, ensuring smooth contract execution
- Continuously improve contract workflows to enhance efficiency and reduce turnaround times
Preferred Qualifications
- Bachelor’s degree in Business, Legal Studies, Finance, or a related field (or equivalent experience)
- Experience with DocuSign, Adobe Sign, Conga Sign, and their integration with CLM platforms
- Proficiency with tools like Conga Composer for automated document generation