DocuSign Architect

Key Responsibilities: Client Environment Management: Perform day-to-day administration of multiple client DocuSign CLM instances. Monitor system health, performance, and availability across client environments. Manage user accounts, roles, permissions, and security settings according to client policies and best practices. Handle routine maintenance tasks, including system updates and patch management coordination (as applicable within the DocuSign SaaS model). Configuration and Customization: Configure and modify DocuSign CLM workflows (e.g., DocuSign Workflow, legacy workflows) to meet evolving client business requirements. Build, test, and deploy document generation templates, merge fields, and clauses. Configure integrations between DocuSign CLM and other client systems (e.g., Salesforce, ERP, other APIs) using standard connectors or coordinating with development teams. Implement and maintain reporting and dashboard configurations to provide clients with actionable insights. Manage and update configuration settings related to eSignature integration within CLM. Support and Troubleshooting: Provide technical support for DocuSign CLM issues reported by end-users or administrators. Troubleshoot configuration errors, workflow failures, integration issues, and user access problems. Liaise with DocuSign support for complex issue resolution when necessary, managing tickets to completion. Document issues and resolutions and contribute to the knowledge base. Assist with the onboarding of new users onto the DocuSign CLM managed service, including environment reviews and initial stabilization. Implement configuration changes requested by users, following established change management processes. Support data migration efforts (imports/exports) as needed. Regularly review client configurations and usage patterns to identify opportunities for optimization and improvement. Advise on DocuSign CLM best practices regarding workflow design, template management, user adoption, and reporting. Desired Resources Skillset: DocuSign CLM certifications (e.g., DocuSign CLM Implementation Consultant, DocuSign CLM Administrator). Experience with integrating DocuSign CLM with other platforms, especially Salesforce (Salesforce Administrator skills are a plus). Knowledge of APIs and web services related to CLM integrations. Experience with data migration tools and methodologies.