Solution Architect – CLM

🔥 3 minutes ago

🐊 Florida, Kentucky, +1 more states – Remote

🐊 Florida – Remote 🐎 Kentucky – Remote ⚔️ Virginia – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💻 Solutions Engineer

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Coastal

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2012

💼 Consulting

☁️ SaaS

🤖 Artificial Intelligence

💰 Series unknown on 2020-07

Consulting • SaaS • Artificial Intelligence

Coastal is a professional services consultancy that helps organizations turn Salesforce, Snowflake, data, and AI into measurable business outcomes. Coastal emphasizes outcome-first engagements, cross-cloud delivery teams fluent in industry context, AI-driven accelerators to shorten timelines, and ongoing post-go-live evolution to compound value. Backed by Tata Consultancy Services and highly rated by customers and partners, Coastal focuses on cloud integration, CRM/Salesforce implementations, data & AI platform work, and industry-specific delivery for sectors like public sector, telecom, nonprofit, manufacturing, and high tech.

📋 Description

• Responsible for designing end-to-end solutions that leverage Conga CLM, DocuSign CLM, and Salesforce Contracts, ensuring seamless integration between legal workflows and sales revenue processes. • Delivers technical and non-technical documentation for assigned projects, including relevant architecture diagrams (data models, template generation logic, approval workflows, and integration architecture). • Responsible for overall solution design, build task development, estimating effort to complete build tasks, and oversight of reporting/dashboard creation and User Acceptance Testing (UAT). • Expertly navigates the difference between declarative and programmatic development, determining when to leverage native Salesforce Contract capabilities versus extended partner applications (Conga, DocuSign) to meet specific legal and business compliance requirements. • Demonstrates the ability to perform advanced CLM administration, template provisioning (clause libraries, dynamic tables), workflow automation, and data migration duties as needed. • Act as a solution Subject Matter Expert (SME), working with Delivery leadership and Account Executives to accurately scope complex CLM sales proposals. • Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams, bridging the gap between Legal, IT, and Sales stakeholders. • Seeks opportunities to develop professional and technical skills, while providing guidance and support to team members for technical and professional growth. • Achieves and maintains necessary Salesforce technical certifications and core CLM partner certifications.

🎯 Requirements

• Applied understanding of contract management from a legal perspective, including familiarity with corporate legal operations, contract structures (MSAs, NDAs, SOWs), clause inheritance, redlining practices, and digital signature compliance. • 2+ years of hands-on architecture and implementation experience specifically with Conga CLM, DocuSign CLM, and/or Salesforce Contracts (Industries/OmniStudio framework). • 4–6 years of advanced skills in Salesforce Platform Business Analysis and exposure to Project Scoping. • Demonstrate strong competencies around the core Salesforce.com platform, specifically Sales Cloud and its interaction with contract objects • Active Salesforce Administrator certification and at least one core CLM partner credential (e.g., Conga Certified CLM Architect or DocuSign CLM Consultant) required. Minimum 4x Salesforce certified preferred (CPQ Specialist or Revenue Cloud Consultant a major plus). • Ability to create entity-relationship and object-relationship diagrams to demonstrate complex contract data models and clause-to-template relationships. • Previous experience with software development life cycle (SDLC), Agile, or Hybrid methodologies preferred. • Proven experience being client-facing and acting as a project leader capable of managing multiple distinct stakeholders (specifically bridging corporate legal teams and sales operations). • Must have full-time permanent US work authorization.

🏖️ Benefits

• Flexible working hours with an emphasis on a life-work balance (in that order!) • Remote flexible work; plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY; travel as required to client locations • Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage • Competitive quarterly bonus opportunities • Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses • A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more • Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events • Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance • Opportunities for accelerated growth, networking, and career guidance and support • Trust, transparency and respect across all levels of the company