Manager - Tax Technology Consulting - AMS - CLM
The need for ongoing support and optimization of legal technology solutions is more critical than ever, empowering legal departments to maximize the value of their investments and ensure continuous improvement in service delivery. If you are passionate about enabling legal transformation through proactive application management and enjoy collaborating with dedicated professionals to help organizations achieve operational excellence, we invite you to join our team. Apply now!
What you’ll do
Our Legal Business Services Contract Lifecycle Management (CLM) practice is expanding its Application Managed Services team (AMS). As a CLM AMS Portfolio lead/Manager within the Application Managed Services (AMS) Team, you will manage multiple AMS projects within the CLM practice, ensuring client requirements are met and service levels are consistently maintained or exceeded. you will play a pivotal role in leading teams to deliver high-quality support, drive continuous improvement, and ensure the success of our clients’ business-critical applications throughout their transformation journey.
You will oversee and mentor cross-functional teams, coordinate with internal stakeholders, and foster strategic client relationships to deliver exceptional service. Your responsibilities include managing escalations, overseeing client communications, ensuring adherence to SLAs, and identifying opportunities for innovation and process optimization at scale. This role requires strong leadership, strategic thinking, and client management skills, along with the ability to thrive in a fast-paced, dynamic environment.
As a CLM AMS Portfolio Lead/Manager, you will contribute to the growth and success of Deloitte Tax LLP in a variety of way, including:
Client Management
- Serve as the primary point of contact for key client stakeholders, building trusted advisor relationships and ensuring client satisfaction.
- Prepare and present regular status reports to clients and internal stakeholders.
- Work closely with customers to answer questions about the features and capabilities of our product.
- Ensure proactive communication of upgrade plans and coordinate with clients and internal teams to minimize business disruption.
Delivery
- Lead and manage a team providing day-to-day support for CLM applications, including incident management, troubleshooting, and resolution of technical and functional issues of multiple AMS projects or PODs.
- Ensure compliance with SLAs, KPIs, and contractual obligations.
- Oversee the resolution of complex or escalated issues, providing guidance and direction to team members.
- Assist in the development and execution of test plans for system changes, enhancements, and new releases. Oversee quality assurance and ensure best practices are followed.
Solutions
- Design, configure, and implement changes or upgrades to CLM platforms (e.g., Icertis, Conga, DocuSign CLM, Agiloft), ensuring alignment with client requirements and best practices.
- Specialize in resolving issues pertaining to customer-specific configuration and third-party integration. Guide the team in providing innovative solutions and workarounds.
- Collaborate with clients and internal leadership to understand business objectives and translate them into system strategies, configurations, or enhancements.
- Stay current on CLM technology trends and best practices to provide innovative solutions to clients. Share insights and best practices with both clients and internal teams.
Support
- Document processes, configurations, and solutions to ensure knowledge transfer and continuity. Establish and maintain documentation standards across the team.
- Support user training and adoption activities, including the creation of user guides and training materials. Drive change management and adoption strategies for clients.
- Support resource planning, onboarding, and training for project teams.
Project Management
- Participate in continuous improvement initiatives to optimize CLM processes and system performance. Lead process improvement projects and champion innovation within the team.
Cross Functional Teaming
- Collaborate with clients and internal leadership to understand business objectives and translate them into system strategies, configurations, or enhancements.
People Development
- Support resource planning, onboarding, and training for project teams.
- Oversee the resolution of complex or escalated issues, providing guidance and direction to team members.
Business Development
- Contribute to business development efforts, including proposal development, client presentations, and identifying opportunities for expanding AMS services.
The team
At Deloitte Tax LLP, our Legal Business Services group within the Tax Technology Consulting (TTC) practice helps legal departments pursue a streamlined, transparent, and efficient legal function that enhances the core responsibilities of operations, contracting, compliance, reporting and planning, while also positioning Deloitte as a strategic business advisor for the digital era. We specialize in advising legal departments and can effectively address a corporate legal function’s unique needs, requirements and obligations. As legal operations and contracting specialists, we help clients make appropriate operations and technology choices. Our team, the largest of its type, offers the necessary combination of skills, methodology and practical experience to help clients with contract lifecycle management, legal entity management, and legal operations services.
Deloitte TTC-LBS professionals are aligned across our global network of member firms to support our clients’ objectives and address their challenges. Our team’s multi-disciplinary approach combines technical and technology skillsets, enabling greater impact and efficiency within our client’s organization. TTC’s Legal Business Services team helps clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, contract lifecycle management, legal entity management, and legal operating models. Learn more about Deloitte Legal Business Services.
Qualifications
Required:
- Bachelor’s degree in Information Technology, Computer Science, Business, or related field.
- 6+ years of experience in CLM System configuration, application management, system support, or technology consulting, with CLM platforms (e.g., Icertis, Conga, DocuSign CLM, Agiloft, etc.).
· Trained and certified on DocuSign/Icertis/Sirion Platform (Ex. Certified DocuSign CLM Administrator, Certified DocuSign CLM Workflow Developer, Certified DocuSign CLM Implementation Consultant, . Icertis certified ICI Administrator, Icertis Certified Functional Professional, Sirion Certified CLM Specialist)
- 3+ years of experience in leadership or managerial role, overseeing teams and client engagements.
- Proven track record in solving problems from a technical and business perspective.
- Deep understanding of customer support processes and CRM/SaaS platforms. Ability to follow defined processes.
- Strong analytical and problem-solving skills with the ability to troubleshoot technical and functional issues. Ability to provide innovative workarounds or design a solution to fix a customer’s problem.
- Ability to coordinate, follow up, follow through and drive issues to closure proactively.
- Familiarity with contract management processes and terminology.
- Excellent verbal and written communication skills.
- Demonstrated ability to manage multiple client relationships and lead cross-functional teams.
- Strong project management skills and experience with resource planning and team development.
- Willingness to work in shifts and travel on demand.
Preferred:
- Experience supporting legal teams or procurement teams with contract management
- Experience in working large-scale AMS or CLM projects and process improvement initiatives.
- Experience in business development, proposal writing, or pre-sales support.
- Experience in Customer Support or professional services in client-facing environment.
- Project management certification (e.g., PMP, Agile) or process improvement experience (e.g., Lean, Six Sigma), IT service management (e.g. ITIL)
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is RANGE.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html