Enterprise App Admin II - DocuSign CLM Administrator & Workflow Developer

Key Responsibilities

• Administer, configure, and maintain the DocuSign CLM platform, including users, permissions, templates, workflows, metadata, and repositories.
• Create and maintain commercial document templates — including Master Services Agreements, service orders, order forms, amendments, and renewals — using legal language and clauses approved by the Legal team.
• Develop and maintain DocuSign CLM workflows for document generation, review, approval, negotiation, signature, storage, amendments, and renewals.
• Configure conditional content and clause selection based on product, pricing, transaction type, and geography.
• Support the generation of service orders and commercial documents from Salesforce CPQ quotes and quote line information, and maintain related field mappings between Salesforce CPQ, DocuSign CLM, and DocuSign eSignature.
• Partner with Legal, Deal Desk, Sales Operations, Finance, and other stakeholders to translate business and legal requirements into scalable templates and workflows.

The New CX Starts Here

• Troubleshoot document generation, workflow, data mapping, and electronic signature issues, and drive them to resolution.
• Identify opportunities to simplify contract processes, reduce manual effort, and accelerate contract execution.
• Participate in moderately complex CLM enhancements and projects, working independently with guidance on broader architectural or strategic decisions.

Key Requirements

Required Qualifications:

• Minimum three years of business systems administration experience, including at least two years of hands-on DocuSign CLM administration.
• Bachelor’s degree in Information Technology, Computer Science, or a related field, or equivalent practical experience.
• Certified DocuSign CLM Administrator credential required; Certified DocuSign CLM Workflow Developer credential strongly preferred, given the role’s focus on building and modifying approval and document workflows.
• Experience configuring and supporting a production DocuSign CLM implementation, including users, permissions, security, repositories, and metadata.
• Hands-on experience building DocuSign CLM workflows, including approval routing, conditional steps, notifications, escalations, and exception handling.
• Experience building and maintaining commercial document templates (e.g., Master Services Agreements, service orders, order forms, amendments, renewals) and clause libraries using legal language approved by the Legal team.
• Experience supporting Salesforce CPQ generated quotes and commercial documents, including familiarity with the underlying Salesforce data (Account, Opportunity, Quote, Quote Line, Product, Contract).
• Experience maintaining integrations and field mappings between Salesforce CPQ, DocuSign CLM, and DocuSign eSignature, and ensuring contract status and executed agreements are accurately returned to Salesforce.
• Working knowledge of DocuSign eSignature, including envelope templates, recipients, signing order, and authentication.
• Basic Salesforce administrator-level knowledge (objects, fields, relationships, and permission sets) and familiarity with the Salesforce CPQ data model and document generation process.
• Working knowledge of XML, JSON, HTML, basic JavaScript, REST APIs, and SQL.

The New CX Starts Here

• Proficiency with Microsoft Word template formatting, including tables, styles, sections, headers, and conditional content.
• Strong analytical, troubleshooting, and communication skills, with the ability to work independently across Legal, Deal Desk, Sales Operations, Finance, and IT, and across a distributed, global team.

Preferred Qualifications:

• DocuSign eSignature Administrator or Salesforce Certified Administrator certification is a plus.
• DocuSign CLM Implementation Consultant or Technical Consultant certification is a plus, particularly for candidates building more complex integrations or performing solution architecture.