CLM Implementation Manager

Morae; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Morae seeks an experienced CLM Implementation Manager to drive adoption and optimization of a Contract Lifecycle Management platform. You will lead implementation, configure workflows, templates, and automation while partnering with Legal, Sales, and IT to scale CLM across the organization.

The role emphasizes hands-on CLM expertise, process design, and the ability to translate requirements into scalable solutions, with focus on adoption and governance.

Qualifications

• Proven experience implementing and configuring CLM platforms.
• Hands-on experience with Summize is strongly preferred.
• Experience building workflows, templates, clause libraries, and intake forms within a CLM platform.
• Strong understanding of contract management processes and legal operations.
• Experience supporting CLM integrations with CRM and MS Office.
• Ability to work independently while juggling multiple priorities in a fast-paced environment.
• Strong stakeholder management and communication skills.
• Experience with cross-functional teams, including Legal, Sales, IT, and Operations.

Responsibilities

• Lead and execute day-to-day CLM implementation and configuration activities.
• Build, configure, and optimize contract templates, clause libraries, and document automation.
• Design and implement contract approval workflows and business processes.
• Develop and maintain intake questionnaires, request forms, and self-service workflows.
• Refine and enhance contract playbooks, approval matrices, and governance processes.
• Support ongoing contract repository development, including document organization and migration activities.
• Collaborate with Legal, Sales, IT, and business stakeholders to gather requirements and translate them into scalable CLM solutions.
• Assist with planning and preparing for future CRM integration initiatives, including workflow design and process readiness.

Skills

CLM implementation

Workflow automation

Contract management

Stakeholder management

Cross-functional collaboration

CRM integrations

Microsoft Word & Outlook

Project coordination

Tools

Salesforce

CRM systems

Asana

Job description

We are seeking an experienced CLM Implementation Manager to support the continued implementation, optimization, and adoption of a Contract Lifecycle Management (CLM) platform. This role is ideal for a hands-on CLM specialist who can execute implementation activities, configure workflows, develop templates, and help drive user adoption while working closely with Legal, Sales, and business stakeholders.

The successful candidate will serve as an extension of the legal operations team, accelerating the completion of key implementation tasks and helping mature the organization's CLM capabilities. This is an execution-focused role requiring strong functional expertise in CLM platforms, process design, and cross-functional collaboration.

Key Responsibilities

• Lead and execute day-to-day CLM implementation and configuration activities.
• Build, configure, and optimize contract templates, clause libraries, and document automation.
• Design and implement contract approval workflows and business processes.
• Develop and maintain intake questionnaires, request forms, and self-service workflows.
• Refine and enhance contract playbooks, approval matrices, and governance processes.
• Support ongoing contract repository development, including document organization and migration activities.
• Collaborate with Legal, Sales, IT, and business stakeholders to gather requirements and translate them into scalable CLM solutions.
• Assist with planning and preparing for future CRM integration initiatives, including workflow design and process readiness.
• Configure and support integrations with Microsoft Word and Outlook where applicable.
• Track implementation activities, milestones, risks, and dependencies using project management tools.
• Identify opportunities to improve efficiency through automation and AI-enabled functionality.
• Develop documentation, user guides, and training materials to support adoption.
• Provide end-user support, troubleshooting, and best practice recommendations throughout the implementation lifecycle.

Required Qualifications

• Proven experience implementing and configuring Contract Lifecycle Management (CLM) platforms.
• Hands-on experience with Summize is strongly preferred.
• Experience building workflows, templates, clause libraries, approval processes, and intake forms within a CLM platform.
• Strong understanding of contract management processes and legal operations.
• Experience supporting CLM integrations with enterprise applications such as CRM and Microsoft Office.
• Ability to work independently while managing multiple priorities in a fast-paced environment.
• Strong stakeholder management and communication skills.
• Experience working with cross-functional teams, including Legal, Sales, IT, and Operations.

Preferred Qualifications

• Experience supporting Salesforce integration projects or working alongside CRM implementation teams.
• Familiarity with Microsoft Word and Outlook integrations for CLM platforms.
• Experience with contract migration and repository management.
• Knowledge of AI-enabled contract review or contract categorization tools.
• Experience working within Agile or hybrid project delivery methodologies.
• Familiarity with project management platforms such as Asana.

Desired Skills

• CLM implementation and configuration
• Legal Operations
• Workflow automation
• Template and clause library development
• Requirements gathering
• Change management
• Process improvement
• Documentation and training
• Problem solving and analytical thinking