DocuSign CLM Administrator & Workflow Developer

About the role

Join Five9’s Business Technology team as a DocuSign CLM Administrator and Workflow Developer, responsible for managing the DocuSign CLM platform and building commercial document templates and workflows.

Key responsibilities

• Administer, configure, and maintain the DocuSign CLM platform, including users, permissions, templates, workflows, metadata, and repositories.
• Create and maintain commercial document templates such as Master Services Agreements, service orders, order forms, amendments, and renewals using approved legal language.
• 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 generation of service orders and commercial documents from Salesforce CPQ quotes and maintain 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.
• 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 decisions.

Required profile

• 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.
• Experience configuring and supporting a production DocuSign CLM implementation (users, permissions, security, repositories, 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 and clause libraries using approved legal language.
• Experience supporting Salesforce CPQ generated quotes and commercial documents, with familiarity of underlying Salesforce data.
• Working knowledge of DocuSign eSignature (envelope templates, recipients, signing order, authentication).
• Basic Salesforce administrator‑level knowledge (objects, fields, relationships, permission sets) and familiarity with the Salesforce CPQ data model.
• Working knowledge of XML, JSON, HTML, basic JavaScript, REST APIs, and SQL.
• Proficiency with Microsoft Word template formatting, including tables, styles, sections, headers, and conditional content.
• Strong analytical, troubleshooting, and communication skills, with ability to work independently across multiple functional teams.

Required skills

• DocuSign CLM
• DocuSign eSignature
• Salesforce CPQ
• Salesforce administration
• XML, JSON, HTML
• JavaScript
• REST APIs
• SQL
• Microsoft Word template formatting