CLM Support Specialist

About the Role
We are seeking a CLM Support Specialist with 3-4 years of experience supporting and administering Contract Lifecycle Management platforms, with a preference for Agiloft. This role focuses on platform configuration, user enablement, and process support, ensuring that contract workflows, approval rules, and system layouts function effectively for business users across Legal, Finance, and Procurement. The ideal candidate understands how contracts move through an organization and can translate that knowledge into well-structured CLM configurations and responsive user support.
Job Responsibilities
Platform Administration & Configuration
Configure and maintain workflows, approval chains, conditional logic, and automated notifications in Agiloft or equivalent CLM
Manage form layouts, field sets, record types, and user roles and permissions
Set up financial and non-financial approval thresholds and route contracts based on value, risk tier, or contract type
Build and maintain escalation rules and deadline-driven alerts
Create and manage dashboards, saved searches, and reporting views for various departments
Process Support & Enablement
Support business users through the contract request process from submission and routing to approvals and e-signature within the CLM tool
Assist with setting up and testing new contract process flows, including redlining stages, approval steps, and post-signature storage rules
Coordinate with Legal, Finance, and Procurement to translate process requirements into CLM configurations
User Support & Training
Serve as the first point of contact for CLM platform queries, troubleshooting issues related to workflows, routing, approvals, and access
Maintain up-to-date user guides, process documentation, and admin runbooks
Escalate system defects or configuration issues to the vendor or IT team with clear documentation
Compliance & Reporting
Generate regular reports on contract volume, cycle times and approval bottlenecks
Support internal audits by providing workflow logs, approval history, and executed document records
Ensure contract data integrity and consistent use of metadata, tags, and document naming conventions
Required Qualifications
3-5 years in a CLM administration or contract support role
Hands-on experience with Agiloft or equivalent CLM platform (Ironclad, DocuSign CLM)
Working knowledge of the full contract lifecycle - request, approvals, redlining, e-signature, storage, and renewal - sufficient to configure supporting workflows
Proven ability to configure CLM workflows, rules, layouts, and approval logic without developer support
Experience supporting end users: troubleshooting, training, and documenting platform processes
Familiarity with e-signature platforms such as DocuSign or Adobe Sign
Strong communication skills across Legal, Finance, Procurement, and Business stakeholders
Preferred Qualifications
Direct Agiloft administration experience including workflow builder, rule engine, table configuration, and layout editor
Exposure to integrating CLM with ERP, CRM, or procurement systems (Salesforce, SAP, NetSuite, Coupa)
Familiarity with contract playbooks, clause libraries, or template management within a CLM tool
Experience supporting procurement or vendor management contracting processes
Knowledge of Legal Ops best practices (CLOC frameworks or similar)
Paralegal background or exposure to contract negotiation processes is a plus

Work arrangement
No