Client Agreements Specialist

CO-US DuCharme, McMillen & Associates, Inc.; Indianapolis (IN); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Parental leave

Generous time off

Day-one benefits eligibility

ESOP eligibility

Job summary

DMA in Indianapolis seeks a Client Agreement Specialist to draft, revise, and coordinate client engagement agreements and related documents. You will translate business terms into precise contractual language, tailor documents to engagements, and ensure compliance with DMA standards while coordinating execution with Sales, Operations, and Legal teams.

As a key member of the Legal function, you will manage a high volume of requests, advise on risk, and escalate issues as needed.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant commercial contracting experience.
• Five to ten years of experience drafting, reviewing, and administering commercial agreements.
• Significant experience preparing and negotiating business contracts in professional services, consulting, accounting, legal, or similar environment.

Responsibilities

• Prepare, revise, and coordinate execution of client engagement agreements, amendments, change orders, non-disclosure agreements, and related commercial documents.
• Translate business terms and negotiated terms into accurate contractual language.
• Draft agreements using approved templates and tailor documents to client engagements.
• Review client-provided contract forms and prepare revisions/redlines and issue summaries for legal review.
• Ensure compliance with contracting standards, policies, and risk guidelines.
• Coordinate contract execution processes and maintain documentation throughout the lifecycle.
• Provide practical contract-related support throughout the sales cycle.
• Prepare summaries of contractual issues and negotiation considerations.
• Help identify non-standard terms requiring legal review or business approval.
• Maintain contract status tracking and updates on progression and execution.
• Organize and maintain executed agreement repositories and related documents.
• Assist with ongoing management of templates and clause libraries.
• Identify opportunities to improve workflows, standardization, and service levels.
• Support implementation of contract management tools and processes.
• Collaborate with Associate General Counsel and other Legal personnel on risk management matters.
• Prepare contract summaries and analysis for legal review.
• Escalate legal, regulatory, compliance, and risk-related issues as appropriate.

Skills

Five to ten years drafting agreements

Contract drafting translation

Attention to detail

Strong communication

Multitasking in fast-paced environment

Education

Bachelor's degree or equivalent

Tools

Contract lifecycle management systems

Electronic signature platforms

Microsoft 365 (Word/Outlook/SharePoint)

Job description

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: 2026 Great Places to Work Certified Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) Culturally focused on work/life balance, and the overall wellness of our employees

Benefits

• Company paid parental leave
• Generous time off package
• Multiple benefit plans, eligibility begins on day one of employment

Position Summary

The Client Agreement Specialist (\"CAS\") will serve as a key member of DMA's Legal function, supporting the company's revenue-generating activities through the preparation, administration, and coordination of client engagement agreements. Working closely with sales and operations professionals and other members of the Legal team, the CAS will transform negotiated business terms into accurate, professional, and legally compliant contractual documents. The CAS will be responsible for drafting, revising, tracking, and coordinating the execution of a range of commercial agreements, including client engagement agreements, amendments, change orders, non-disclosure agreements, and related contractual documents. The CAS will serve as an important bridge between Sales and Legal, helping to ensure agreements are prepared and processed efficiently, while maintaining consistency with DMA's contracting standards and risk management objectives. The ideal candidate is a highly detail-oriented and responsive contracting professional with significant experience drafting business agreements in a professional services environment. This individual must be comfortable managing a high volume of concurrent requests, interacting with sales teams and client procurement and legal departments, and exercising sound judgment regarding when matters should be escalated to in-house legal counsel.

Key Responsibilities

• Commercial Contract Drafting and Administration
  • Prepare, revise, and coordinate execution of client engagement agreements, amendments, change orders, non-disclosure agreements, and related commercial documents.
  • Translate business terms and commercial understandings provided by sales professionals into accurate contractual language.
  • Draft agreements using approved templates, tailoring necessary documents to the specific requirements of client engagements.
  • Review client-provided contract forms and prepare revisions/redlines and issue summaries for legal review.
  • Ensure that agreements comply with DMA's approved contracting standards, policies, and risk management guidelines.
  • Coordinate contract execution processes and maintain appropriate documentation throughout the agreement lifecycle.
• Sales and Revenue Enablement Support
  • Partner closely with Sales professionals to facilitate timely preparation and completion of client agreements.
  • Provide practical contract-related support throughout the sales cycle.
  • Prepare summaries of contractual issues, proposed revisions, and negotiation considerations.
  • Help identify non-standard contract terms requiring legal review or business approval.
• Negotiation and Procurement Support
  • Support negotiations involving client procurement, legal, and contracting personnel.
  • Track open contract issues and assist with coordinating responses and revisions.
  • Prepare draft redlines and alternative language consistent with approved contracting practices and playbooks.
  • Help facilitate productive communications among clients, sales professionals, operations personnel, and legal stakeholders.
• Contract Operations and Process Management
  • Maintain contract status tracking and provide updates regarding agreement progression and execution.
  • Organize and maintain executed agreement repositories and related contract documentation.
  • Assist with the ongoing management of contract templates and clause libraries.
  • Identify opportunities to improve contract workflows, efficiency, standardization, and service levels.
  • Support implementation of contract management tools, technologies, and process improvements.
• Legal Department Support
  • Collaborate closely with the Associate General Counsel and other Legal department personnel regarding agreement preparation, negotiation, and risk management matters.
  • Prepare contract summaries, issue analyses, and supporting materials for legal review.
  • Escalate legal, regulatory, compliance, and risk-related issues as appropriate.
  • Assist with special projects and other legal department initiatives as assigned.

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant commercial contracting experience.
• Five to ten years of experience drafting, reviewing, and administering commercial agreements.
• Significant experience preparing and negotiating business contracts in a professional services, consulting, accounting, legal, or similar environment.
• Demonstrated ability to translate business discussions and negotiated terms into effective contractual language.
• Strong understanding of contract structure, terminology, and commercial agreement fundamentals.
• Exceptional attention to detail and commitment to producing accurate, high-quality work product.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong interpersonal and relationship-management skills.

Preferred Qualifications

• Experience working within a professional services organization.
• Experience supporting tax, consulting, accounting, legal, or advisory services engagements.
• Experience interacting with procurement and legal departments and client contract administrators.
• Paralegal certification and/or contract management certification.
• Experience using contract lifecycle management systems and electronic signature platforms.
• Familiarity with Microsoft 365 applications, including Word, Outlook, SharePoint, and related collaboration tools. #LI-JS1 #LI-HYBRID

The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.

It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at [e-mail] or 800-309-2110 and choosing selection 6.

DMA is a proudly employee-owned company that has been solving corporate tax challenges for over 50 years. Everyone within our organization takes extreme pride in delivering proven, successful results. Our tax professionals span across the globe to better serve some of the world’s largest companies with the highest level of expertise. Our “people first” mentality is what defines our corporate mission and sets us apart from other companies within the corporate tax industry. DMA offers a challenging yet rewarding career that encourages teamwork, fosters communication, and recognizes exceptional performance. Our employees share common philosophies, a strong entrepreneurial spirit, and an unbreakable commitment to client service. Because of our unique corporate structure and principles, “about us” is actually about you.