Docu Sign- CLM/Workflow Salesforce Technical Lead

CapgeminiBridgewater, NJ
Hybrid

About The Position

The DocuSign CLM (Contract Lifecycle Management) Technical Lead will be responsible for the development and configuration of contract workflows, templates, and attributes. This role involves integrating DocuSign with systems like Salesforce and requires expertise in workflow design, document automation, DocuSign security, and user management.

Requirements

  • 5+ years in CLM implementation or administration, specifically with DocuSign CLM or SpringCM.
  • Design and architect DocuSign CLM solutions that align with business objectives and compliance standards.
  • Develop and customize CLM workflows, templates, and configurations to support various contract types, such as sales contracts, procurement agreements, and NDAs.
  • Proficiency in workflow design, API integration, and coding/scripting for advanced configurations.
  • Customize user interfaces and dashboards within DocuSign CLM to provide an intuitive and user-friendly experience for contract stakeholders.
  • Develop custom reports and analytics to track contract performance, compliance, and key metrics.
  • Provide technical support and troubleshooting assistance for DocuSign CLM users, including resolving issues, optimizing configurations, and performing system upgrades.
  • Collaborate with cross-functional teams, including legal, procurement, sales, and IT, to identify opportunities for process improvement and system optimization.
  • Stay updated with DocuSign CLM product updates, releases, and industry best practices to recommend and implement new features and capabilities.
  • Document technical specifications, solution designs, and implementation guidelines for DocuSign CLM configurations and customizations.
  • Strong knowledge and understanding of how to integrate Docusign with Salesforce.
  • Experience with tools such as Microsoft Office, Salesforce, and process mapping software.
  • Knowledge of contract types, legal compliance requirements, and negotiation stages.

Nice To Haves

  • DocuSign Workflow Development Certification Preferred.

Responsibilities

  • Designing and implementing complex automated approval workflows and contract lifecycles.
  • Creating, configuring, and maintaining contract templates and merging fields/data.
  • Connecting DocuSign CLM with systems like CRM (Salesforce) to enable data flow and create contracts from Salesforce account and Opportunities.
  • Managing user permissions, system configurations, and troubleshooting.
  • Analyzing current contract processes to identify inefficiencies and implementing improvements.
  • Experience with Document/Notice Generation and Digital / Electronic Signature processes.
  • Collaborating closely with Client business stakeholders, Product Owners, and Product Managers to understand requirements related to contract management processes and transform them into DocuSign specific technical solutions.
  • Leading a team of offshore developers.

Benefits

  • Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade, Company paid holidays, Personal Days, Sick Leave
  • Medical, dental, and vision coverage (or provincial healthcare coordination in Canada)
  • Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada)
  • Life and disability insurance
  • Employee assistance programs
  • Other benefits as provided by local policy and eligibility

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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