CLM Consultant - Agiloft

Job Responsibilities

• Configure and implement CLM solutions to meet client and project requirements, including workflows, templates, approval hierarchies, business rules, and notifications.
• Implement and manage user roles, permissions, access controls, and security configurations within CLM platforms.
• Collaborate with business analysts, technical leads, and stakeholders to translate business requirements into scalable CLM configurations and solutions.
• Participate in requirement gathering, solution design discussions, configuration workshops, testing, and deployment activities.
• Test and validate configurations to ensure functionality, usability, compliance, and system performance requirements are met.
• Troubleshoot configuration-related issues and work with technical teams to resolve complex implementation challenges.
• Maintain detailed documentation of configurations, workflows, business rules, and implementation activities.
• Support user training, user acceptance testing (UAT), go-live activities, and postimplementation support.
• Recommend process improvements and CLM best practices to enhance contract management efficiency and user adoption.

Required Skills

• 3–15 years of overall professional experience with at least 2 full lifecycle implementations of Contract Lifecycle Management (CLM) solutions.
• Hands-on implementation and configuration experience with any of the leading CLM platforms such as Agiloft, Malbek, or Leah (previously ContractPodAi) is required.
• Strong experience configuring workflows, templates, approval processes, clause libraries, business rules, forms, roles, and permissions within CLM platforms.
• Good understanding of CLM best practices, contract workflows, compliance requirements, and process optimization.
• Experience working closely with business users, legal teams, procurement teams, and technical stakeholders in enterprise environments.
• Certification in one of these CLM tools is mandatory - Agiloft, Malbek, Leah (formerly ContractPodAi).
• Strong analytical, troubleshooting, and problem-solving skills with high attention to detail.
• Good communication and stakeholder management skills with the ability to work effectively in cross-functional teams.

Preferred Skills:

• Familiarity with one or more additional CLM platforms such as Ironclad, Conga, or Docusign is an added advantage.
• Experience in documentation, testing, validation, and user support activities is preferred.