The Functional Consultant will be the primary point of contact for customers on all functional requirements related to contract intelligence, legacy contract migration, and AI-driven analytics implementations. This role requires a strong understanding of Contract Lifecycle Management (CLM), data migration, and AI-powered contract analytics solutions. The consultant will work closely with customers to define business outcomes, configure solutions, improve extraction accuracy, and ensure successful adoption of Icertis AI/ML products. The primary goal is to earn customer trust by providing expert guidance, translating business requirements into scalable solutions, and delivering measurable business value throughout the implementation lifecycle.
Responsibilities- Drive execution of Icertis AI/ML product implementations for enterprise customers in accordance with Icertis implementation methodology, within the agreed scope, schedule, and effort.
- Lead discovery workshops to understand customer objectives, contract portfolios, data sources, business processes, and reporting requirements.
- Conceptualise and design best-of-breed solutions that address customer business objectives through AI-powered contract intelligence and analytics.
- Gather, document, and analyse functional requirements, use cases, business rules, and success criteria.
- Configure Prompts and validate AI-driven extraction, classification, clustering, and analytics capabilities to meet customer expectations.
- Collaborate with customers to define attributes, clauses, contract relationships, validation approaches, and migration acceptance criteria.
- Execute functional testing, validation exercises, user acceptance testing, and remediation activities to improve overall solution accuracy.
- Analyse large contract repositories and identify trends, risks, obligations, metadata, and business insights through AI-powered solutions.
- Partner with Product, Engineering, Data Migration, Prompt Engineering, and Customer Success teams to ensure successful project delivery.
- Provide quality assurance and functional support across multiple customer engagements.
- Conduct customer demonstrations, training workshops, knowledge transfer sessions, and go-live readiness activities.
- Contribute to consulting capability development, reusable assets, implementation accelerators, and best practices within the Professional Services organisation.
- Provide product feedback and implementation insights that help shape future product enhancements and roadmap priorities.
- 4+ years of experience in enterprise software consulting, business analysis, CLM, procurement, legal technology, or related domains.
- Strong understanding of contract lifecycle management, contract operations, or document-intensive business processes.
- Experience facilitating customer workshops, gathering business requirements, and translating business needs into solution recommendations.
- Excellent communication and presentation skills, with the ability to engage business and executive stakeholders.
- Proven ability to manage multiple workstreams and collaborate across customer, product, and delivery teams.
- Strong analytical and problem-solving skills with a focus on delivering business outcomes.
- Experience supporting software implementations, migrations, or transformation initiatives.
- Ability to work independently in a fast-paced, customer-facing environment.
- Strong stakeholder management and relationship-building skills.
- Bachelor's degree in Business, Law, Management, Information Systems, or a related field.
Preferred Qualifications
- Experience with Contract Lifecycle Management (CLM) platforms.
- Familiarity with contract migration, data quality, or business process transformation projects.
- Knowledge of legal, procurement, sales, or compliance functions.
- Experience working with global enterprise customers.
- Consulting or customer success experience within SaaS or enterprise software organizations.
Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, more than one third of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.
About the TeamWho we are: Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners, and stakeholders. Because in our mission to be the contract intelligence platform of the world, we believe how we get there is as important as the destination.
Icertis, Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Icertis, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to [email protected] or get in touch with your recruiter.
Skills Required
- 4+ years of experience in enterprise software consulting, business analysis, contract lifecycle management, procurement, legal technology, or related domains
- Strong understanding of contract lifecycle management, contract operations, or document-intensive business processes
- Experience facilitating customer workshops, gathering business requirements, and translating business needs into solution recommendations
- Excellent communication and presentation skills with the ability to engage business and executive stakeholders
- Ability to manage multiple workstreams and collaborate across customer, product, and delivery teams
- Strong analytical and problem-solving skills focused on delivering business outcomes
- Experience supporting software implementations, migrations, or transformation initiatives
- Ability to work independently in a fast-paced, customer-facing environment
- Strong stakeholder management and relationship-building skills
- Bachelor's degree in Business, Law, Management, Information Systems, or a related field
- Experience with Contract Lifecycle Management platforms
- Familiarity with contract migration, data quality, or business process transformation projects
- Knowledge of legal, procurement, sales, or compliance functions
- Experience working with global enterprise customers
- Consulting or customer success experience within SaaS or enterprise software organizations
Icertis Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Icertis and has not been reviewed or approved by Icertis.
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Fair & Transparent Compensation — Pay is described as competitive in select roles and markets, and bands for functions like sales and engineering often track broader tech‑market levels. This points to compensation that can align well with market for certain functions and geographies.
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Retirement Support — A 401(k) with company match is employer‑verified in the U.S., indicating solid retirement benefits in core markets. This provides a clear foundation of long‑term financial support.
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Leave & Time Off Breadth — Vacation and paid time off are employer‑verified in the U.S., and programs such as “7 Days for Humanity” and an additional July 4th break extend time‑off options. Together these elements reflect a broad mix of leave offerings beyond standard PTO.
Icertis Insights
What We Do
With unmatched technology and category-defining innovation, Icertis pushes the boundaries of what’s possible with contract lifecycle management (CLM). The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs. Today, the world’s most iconic brands and disruptive innovators trust Icertis to fully realize the intent of their combined 10 million+ contracts worth more than $1 trillion, in 40+ languages and 90+ countries.
