- Lead Ironclad CLM solution design and implementation, defining the target-state architecture for contract intake, generation, review, negotiation, approval, signature, repository, and reporting.
- Own the DocuSign CLM replacement, including migration planning, template and workflow rationalization, repository and metadata migration, parallel run, cutover, and decommissioning.
- Design, build, and maintain Ironclad Workflow Designer workflows, including launch forms, conditional logic, routing, notifications, escalations, and exception handling.
- Create and maintain commercial document templates and clause libraries for agreements, service orders, order forms, amendments, and renewals.
- Administer Ironclad users, roles, permissions, SSO and provisioning, repository structure, metadata, record types, and release management.
- Design and maintain Salesforce and Salesforce CPQ integrations with Ironclad, including Workflow Sync, Record Sync, field mappings, and document generation from quotes and quote lines.
- Define and configure the future-state electronic signature approach, including Ironclad Signature and any retained external provider.
- Use the Ironclad API and webhooks to build integrations, automations, and data migration tooling.
- Partner with Legal, Deal Desk, Sales Operations, Finance, and IT on requirements, change management, documentation, training, and adoption.
- Troubleshoot workflow, document generation, data mapping, integration, and signature issues; establish governance and administration standards; and mentor team members and consultants.
SalesforceRESTful APIs