DocuSign Technical Analyst

Responsible for:
• Leading the technical administration and full management of the DocuSign CLM
platform.
• Integrating and maintaining the data handshake between Microsoft Dynamics 365 and
the CLM environment.
• Designing, automating, and troubleshooting complex contract workflows and document
generation (DocGen) templates.
• Providing technical insights and support for other CLM platforms to ensure enterprise-
wide scalability.
• This is accomplished by, but not limited to:
o Configuring Workflow Engine (WFE) and Attribute Groups.
o Mapping metadata between CRM (D365) and CLM.
o Managing eSignature templates and powerforms.
o Ensuring system security, user permissions, and data integrity within the CLM.
B. Primary Job Objectives
The table below gives the primary duties/responsibilities for this position. It shows the expected
allotted time over an extended period for the areas supported by the position as well as the
description of those areas.
Rank of Importance % Allocation Description
1 40 Full DocuSign CLM Management: Designing workflows, managing document
generation templates, and maintaining folder taxonomy.
2 25 Dynamics 365 Integration: Managing data mapping, triggers, and synchronization
between D365 entities and CLM attributes.
3 25 Platform Support &
Optimization: Monitoring system health, troubleshooting
workflow errors, and evaluating other CLM platforms (Icertis/Conga).
4 10 User Training &
Documentation: Creating technical guides and training end-users
on new automated contracting processes.
DocuSign Technical Analyst responsibilities include the following: This is not an exhaustive
task list and other duties may be assigned as deemed appropriate or warranted by immediate
manager.
• Technical Support for CLM: Act as the primary point of contact for DocuSign CLM and
eSignature technical issues.
• Workflow Programming: Build and maintain logic-based workflows using XML/JSON or
platform-specific tools to automate legal approvals.
• D365 Coordination: Work with CRM admins to ensure custom buttons and triggers in
Dynamics 365 correctly launch CLM processes.
• Security &
Compliance: Manage user access groups and ensure contract data
encryption and retention policies are met.
• Template Management: Assist the team with managing "DocGen" templates, including
creating, upgrading, and retiring templates as legal requirements change.
• System Maintenance: Perform periodic audits of the CLM environment, checking for
broken links, outdated attributes, and integration logs.
• Special Projects: Assist the Technical Services team with migrations from legacy
contracting systems to modern CLM platforms.