Client Agreements Specialist

DMA - DuCharme, McMillen & Associates, Inc. • Indianapolis, IN

3d • Hybrid

About The Position

The Client Agreements Specialist (CAS) is a member of DMA’s Legal function and supports revenue-generating activities by preparing, administering, and coordinating client engagement agreements. Working with Sales, Operations, and Legal, the CAS converts negotiated business terms into accurate, professional, and legally compliant documents. The role drafts, revises, tracks, and coordinates execution of commercial agreements, including client engagement agreements, amendments, change orders, non-disclosure agreements, and related documents. It serves as a bridge between Sales and Legal, helping agreements move efficiently while maintaining DMA’s contracting standards and risk management objectives.

The ideal candidate is a detail-oriented, responsive contracting professional with significant experience drafting business agreements in a professional services environment. The role manages concurrent requests, interacts with sales teams and client procurement and legal departments, and uses sound judgment about when to escalate matters to in-house counsel.

The position is part of a company that describes itself as employee-owned and emphasizes work/life balance and employee wellness. The posting identifies the role as hybrid through the #LI-HYBRID tag.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant commercial contracting experience.
• Five to ten years of experience drafting, reviewing, and administering commercial agreements.
• Significant experience preparing and negotiating business contracts in a professional services, consulting, accounting, legal, or similar environment.
• Demonstrated ability to translate business discussions and negotiated terms into effective contractual language.
• Strong understanding of contract structure, terminology, and commercial agreement fundamentals.
• Exceptional attention to detail and commitment to producing accurate, high-quality work product.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong interpersonal and relationship-management skills.

Nice To Haves

• Experience working within a professional services organization.
• Experience supporting tax, consulting, accounting, legal, or advisory services engagements.
• Experience interacting with procurement and legal departments and client contract administrators.
• Paralegal certification and/or contract management certification.
• Experience using contract lifecycle management systems and electronic signature platforms.
• Familiarity with Microsoft 365 applications, including Word, Outlook, SharePoint, and related collaboration tools.

Responsibilities

• Prepare, revise, and coordinate execution of client engagement agreements, amendments, change orders, non-disclosure agreements, and related commercial documents.
• Translate business terms and commercial understandings provided by Sales into accurate contractual language.
• Draft agreements using approved templates and tailor documents to specific client engagement requirements.
• Review client-provided contract forms and prepare revisions, redlines, and issue summaries for legal review.
• Ensure agreements comply with DMA’s approved contracting standards, policies, and risk management guidelines.
• Coordinate contract execution and maintain appropriate documentation throughout the agreement lifecycle.
• Partner with Sales professionals to facilitate timely preparation and completion of client agreements.
• Provide practical contract-related support throughout the sales cycle.
• Prepare summaries of contractual issues, proposed revisions, and negotiation considerations.
• Identify non-standard contract terms requiring legal review or business approval.
• Support negotiations with client procurement, legal, and contracting personnel.
• Track open contract issues and coordinate responses and revisions.
• Prepare draft redlines and alternative language consistent with approved contracting practices and playbooks.
• Facilitate productive communications among clients, Sales, Operations, and Legal stakeholders.
• Maintain contract status tracking and provide updates on agreement progression and execution.
• Organize and maintain executed agreement repositories and related contract documentation.
• Assist with ongoing management of contract templates and clause libraries.
• Identify opportunities to improve contract workflows, efficiency, standardization, and service levels.
• Support implementation of contract management tools, technologies, and process improvements.
• Collaborate with the Associate General Counsel and other Legal personnel on agreement preparation, negotiation, and risk management.
• Prepare contract summaries, issue analyses, and supporting materials for legal review.
• Escalate legal, regulatory, compliance, and risk-related issues as appropriate.
• Assist with special projects and other Legal department initiatives as assigned.

Benefits

• Employee stock ownership program eligibility begins on the first day of employment; ESOP contribution is targeted at 6% of annual compensation.
• Company-paid parental leave.
• Generous time-off package.
• Multiple benefit plans, with eligibility beginning on the first day of employment.
• Work/life balance and employee wellness focus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level