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Lead Software Consultant

Key Facts

Remote From: 
Freelance
Senior (5-10 years)
English

Other Skills

  • Success Driven
  • Communication
  • Teamwork
  • Entrepreneurship
  • Personal Integrity
  • Decisiveness
  • Detail Oriented
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree in Computer Science, Information Systems, or a related field, or equivalent experience
  • 8+ years of experience configuring CLM solutions, with emphasis on CLM platforms (Agiloft preferred)
  • Strong understanding of Agiloft CLM configuration capabilities (workflows, templates, approval processes); familiarity with Conga, ContractPodAi, or Ironclad is a plus
  • Hands-on experience with integration platforms (MuleSoft, Dell Boomi, Workato) and experience with technical documentation, testing, and validation

Requirements:

  • Configure CLM to meet client specifications, including templates, workflows, and approval hierarchies; implement roles, permissions, and user access policies
  • Troubleshoot configuration issues as SME and collaborate with BAs and Technical Leads to translate business requirements into technical configurations
  • Test and validate configurations to meet functional requirements and ensure a seamless user experience
  • Maintain comprehensive configuration documentation and provide user training and post-implementation support

Job description


At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.

Job Description:

Summary

The CLM Lead Consultant / Functional Lead is the SME of products and responsible for guiding & mentoring team as well as hands-on configuring to meet customer requirements and project specifications. This role involves setting up workflows, templates, roles, and permissions within the CLM platform. The Lead Consultant / Functional Lead will work closely with the Technical Lead, business analysts, and project teams to ensure that CLM configurations are accurately executed and meet business and compliance requirements.

Job Responsibilities:

  • Configure CLM to meet client specifications, including creating templates, workflows, and approval hierarchies.
  • Implement roles, permissions, and user access policies in CLM.
  • As SME, help the team to Troubleshoot configuration issues and resolve complex problems.
  • Collaborate with business analyst and technical lead to translate business requirements into technical configurations.
  • Test and validate configurations to ensure they meet functional requirements and provide a seamless user experience.
  • Maintain and update documentation on all configurations, ensuring accuracy and availability for future reference.
  • Assist in user training and provide post-implementation support as needed.

Qualification / Skills :

  • Bachelor’s degree in Computer Science, Information Systems, or related field; or equivalent experience.
  • 8+ years of relevant experience configuring contract lifecycle management (CLM) solutions, with a focus on any CLM platform preferred.
  • Strong understanding of Agiloft CLM’s configuration capabilities, including workflows, templates, and approval processes.
  • In addition nice to have experience on one or more CLM products such as Conga / ContractPodAi / Ironclad .
  • Nice to have - Hands-on experience with MuleSoft, Dell Boomi, Workato, or similar integration platforms
  • Familiarity with CLM best practices, compliance requirements, and process optimization.
  • Experience in technical documentation, testing, and validation of configurations.
  • Strong attention to detail and problem-solving skills, with a focus on customer success.
  • Good communication skills and the ability to work collaboratively with cross-functional teams.

Competencies

Integrity – Behaves in an honest, fair, and ethical manner; shows consistency in words and actions; does what she/he commits to doing; respects the confidentiality of information or concerns shared by others; is honest and forthright with people; carries his/her fair share of the workload; takes responsibility for own mistakes.

Client Focus – Takes action with the clients, both internal and external, and sees their needs as a primary focus; builds a sustaining collaborative and productive relationship with clients; seeks to understand client situations, issues, expectations, etc.; takes appropriate action to meet client needs and address concerns; implements or utilizes methods to monitor and evaluate client feedback.

Results-Driven – Sets stretch goals for personal and team accomplishment and works tenaciously to achieve those goals; acts with a sense of urgency; takes the initiative on actions; identifies what needs to be done and takes action before being asked; does more than what is normally required in a situation; establishes metrics to monitor progress and measure success; maintains focus by avoiding or overcoming roadblocks.

Entrepreneurial Orientation – Proposes innovative business opportunities/ideas to customers and business partners; encourages and supports entrepreneurial behavior in others; demonstrates willingness to take calculated risks to achieve business goals.

Decisiveness – Makes well-informed, effective, and timely decisions even when data is limited, or solutions produce unpleasant consequences; perceives the impact and implications of decisions; can make tough decisions.

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

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