Source Job

• Administer and optimize contract lifecycle management tools such as Ironclad, Spotdraft, or similar.
• Manage AI-assisted contract review tools and develop prompt libraries to enhance review workflows.
• Improve contract turnaround times, implement scalable workflows, and build dashboards and KPIs.

HighLevel is an AI-powered business operating system for agencies, entrepreneurs, and SMBs. With over 2,000 team members across 10+ countries, it is a global, remote-first organization built for speed and ownership.

• Lead consultative discovery and end-to-end delivery for Enterprise implementations, configuring technical foundations and validating data accuracy.
• Onboard customers onto Moby, the AI agent, and drive adoption through training sessions for executive and practitioner audiences.
• Mentor team members, influence stakeholders, and manage risk across a portfolio of complex customer launches.

Triple Whale is an AI operating system built for modern ecommerce, helping brands see what's working and take action. The company serves over 65,000 brands and fosters a culture of customer obsession, speed, trust, curiosity, and integrity.

• Lead customers through the full implementation lifecycle, configuring the Firstup platform and integrating with other systems.
• Manage project milestones, risks, and dependencies to ensure successful and timely launches.
• Provide expert guidance on product setup, authentication, and technical troubleshooting.

Firstup provides a platform for employee communication and engagement. They are a SaaS company focused on customer value and delivery across EMEA.

• Design AI-enabled legal workflows combining generative AI, legal data, and human expertise to improve legal outcomes.
• Serve as a hands-on legal engineer, developing prompts, agent instructions, and multi-step agentic processes using platforms like Claude and Harvey.
• Work directly with lawyers and legal operations professionals to convert legal tasks into structured, repeatable AI workflows.

Consilio is a legal services company specializing in eDiscovery, investigations, and legal operations. They are a large organization with a culture emphasizing excellence, passion, collaboration, agility, people, and vision.

• Lead end-to-end Oracle Eloqua implementation integrated with Oracle Sales Foundation.
• Collaborate with business stakeholders to translate requirements into scalable marketing automation solutions.
• Contribute across the full lifecycle from discovery to post-go-live support.

This partner company specializes in enterprise technology solutions, focusing on marketing automation and CRM integration. The company operates with a global, distributed team and emphasizes collaboration and technical excellence.

• Drive strategic initiatives to streamline implementation processes and reduce time-to-value.
• Manage complex implementations with multiple stakeholders, configuring the platform and delivering training.
• Serve as escalation point for technical challenges, optimizing processes and analyzing data for improvements.

Builder Prime provides an all-in-one business management platform for home improvement contractors, integrating CRM, estimating, production, payments, and reporting. Backed by Blueprint Equity, it is an AI-forward company that fosters collaboration, curiosity, and community among employees.

• Lead technical implementations and integrations on the HubSpot platform, designing scalable solutions for client business needs.
• Act as a client point of contact, driving sprint cadence and user acceptance testing to ensure quality deliverables.
• Collaborate with Delivery Leads and technical resources, delegating tasks and conducting quality assurance.

Aptitude 8 is the leading HubSpot solutions consultancy for companies with complex CRM operations and ambitious growth goals. We are a rapidly scaling team of builders and operators focused on delivering revenue performance and operational excellence.

• Assesses client needs and installs industry-standard legal/accounting/consulting systems and enterprise solutions.
• Owns end-to-end implementation including scoping, development, deployment, and support.
• Provides design and architecture expertise for integrations with systems like AD, SQL, and APIs.

Harbor provides expert services across strategy, legal technology, operations, and intelligence. Their globally integrated team of 900+ strategists, technologists, and specialists navigates alongside clients to shape the future of the legal industry.

• Build and maintain internal web tools using AI-assisted development platforms like Claude, Cursor, or Replit.
• Automate workflows with tools such as Make, Zapier, or n8n to streamline operational processes.
• Configure backend services, databases, and integrations with Supabase or similar platforms.

Our client is a growing U.S.-based insurance agency focused on building a more efficient and scalable internal operating environment using AI and automation. They are developing an internal platform to centralize employee resources, task management, and reporting, with a small team supporting U.S. clients.

• Lead requirements gathering and analysis for legal technology projects, leveraging best practices and methodologies to facilitate ELM system selection and implementation.
• Draft project deliverables including findings, technical designs, data maps, test scripts, and training plans, and configure technologies based on requirements.
• Manage project scope, schedules, and budgets while fostering client relationships and staying current on legal industry trends and AI.

Harbor provides expert services across strategy, legal technology, operations, and intelligence for law firms and corporate legal departments. With a globally integrated team of over 900 professionals, Harbor is dedicated to shaping the future of the legal industry through deep knowledge and collaborative partnerships.

• Lead cross-functional workshops and translate business needs into technical solutions across Marketing, Sales, Customer Success, and Finance platforms.
• Configure and optimize CRM systems including HubSpot, Salesforce, CPQ, and NetSuite to streamline Lead-to-Cash processes and integrations.
• Drive QA strategies, test scripts, and UAT to ensure end-to-end data integrity and workflow reliability across interconnected systems.

Our partner specializes in optimizing business processes through CRM and enterprise applications. They operate in a collaborative, agile environment with teams across multiple functions and geographies, offering exposure to complex cross-platform initiatives.

• Lead customers through the initial implementation of Moveworks and new product offerings, often with a services partner.
• Manage engagement governance, timeline, scope, risk, change management, resourcing, and reporting.
• Mentor team members and partners to achieve engagement deliverables and promote customer goals.

ServiceNow is the AI control tower for business reinvention, helping 85% of the Fortune 500 work smarter, faster, and better. The company is building an AI-native culture where technology and talent are unstoppable together.

• Assist with contract organization and data hygiene as part of our legacy migration project to LinkSquares.
• Review and archive legacy and outdated templates and documents from Google Drive.
• Support the legal team in managing shared inboxes, including triaging, tagging, and responding to routine inquiries.

Customer.io is a messaging platform that helps businesses send targeted communications to their customers. They are a growing company with a small legal team and a culture of empathy, transparency, and responsibility.

• Design, build, and implement AI-powered workflows to improve operational efficiency across the organization.
• Develop automations for legal and administrative processes including document review, summarization, and knowledge management.
• Serve as the internal AI expert, training and coaching team members to drive company-wide AI adoption.

We are a leading California plaintiff law firm dedicated to protecting vulnerable seniors and families. We fight to hold healthcare institutions accountable and are investing heavily in AI to transform our operations.

• Partner with clients to deploy Salesforce solutions by configuring, testing, and supporting go-live activities.
• Gather business requirements through discovery sessions and create project documentation and training materials.
• Collaborate with internal teams and clients to ensure successful project delivery and post-implementation support.

ListEngage delivers digital transformation through Salesforce solutions, serving over 3,000 customers globally with Summit status. The company has a small team of about 150 Engagers and emphasizes a collaborative culture that values talent and teamwork.

• Lead the technical program management and execution of high-impact strategic initiatives across internal business tools.
• Bridge the gap between business strategy, system logic, and technical design with deep systems analysis.
• Drive large-scale technical programs, including post-merger integrations, from discovery to launch.

Wiz is redefining security for the AI era by enabling teams to secure cloud and AI applications through a unified platform. As one of the fastest-growing startups, trusted by over 65% of the Fortune 100 and powered by Google, Wiz fosters a culture of world-class talent and innovation.

• Lead end-to-end implementation of Fellow for large enterprise accounts from contract signature to full rollout.
• Design and execute detailed rollout plans for org-wide deployments across multiple departments and regions.
• Serve as primary post-sale point of contact and trusted advisor for enterprise stakeholders including IT and executives.

Fellow is an AI meeting assistant that helps teams turn conversations into decisions and action. It is a remote-first Series A startup headquartered in Ottawa, serving teams at companies like Shopify and HubSpot.

• Design, develop, and maintain API integrations between enterprise IT systems and financial/non-financial applications.
• Build and manage automation workflows for user lifecycle management including onboarding, offboarding, and access provisioning.
• Integrate and manage enterprise tools such as Google Workspace, Darwinbox HRMS, Slack, and other SaaS applications.

HighLevel is an AI-powered business operating system that provides infrastructure for agencies, entrepreneurs, and SMBs to build, automate, and scale their operations. With over 2,000 team members across 10+ countries, it is a global, remote-first organization focused on speed, ownership, and innovation.

• Lead the functional implementation workstream for enterprise SaaS deployments from kickoff to go-live, managing timelines, risks, and cross-functional coordination.
• Facilitate discovery and requirements workshops to translate customer business processes into scalable configuration plans including workflows and permissions.
• Partner with technical consultants and support training, UAT, and go-live readiness to ensure successful customer outcomes.

Itron provides intelligent infrastructure solutions that help utilities and cities manage energy, water, and city services. With over 5,000 global employees and a publicly traded status (ITRI), the company fosters an inclusive culture and commitment to employee growth.

• Manage contract intake and administration using the Company's IntelAgree CLM platform, ensuring timely and accurate entry.
• Proactively follow up with agents and counterparties to obtain outstanding documents and signatures.
• Conduct initial review of revised drafts for accuracy and escalate errors or inconsistencies.

Sutton National Group is a rapidly growing national property and casualty insurance carrier group. The company fosters a fast-paced, highly collaborative environment.