CLM Consultant

Harbor is seeking a Associate Consultant to join our growing legal technology team.  A core part of our business is to provide technology services to corporate legal departments around the areas of Contract Lifecycle Management (CLM), Discovery and Data Management (DDM), and Enterprise Legal Management (ELM). This role is for our Contract Lifecycle Management service line, which helps Fortune 500 companies select, implement, and optimize Contract Lifecycle Management solutions. We are seeking a Sr. Consultant with deep Contract Lifecycle Management, Artificial Intelligence (AI), service delivery, and client advisory experience to join this growing team. 

This role is open to remote work in any US or Canada location.

The following is an overview of the services the CLM team provides to help clients manage their contract management solution: 

• Assess: Conduct assessments of contract management processes, workflows, and technologies and provide recommendations to enact change
• Roadmap: Develop strategic road maps that govern a holistic implementation approach
• Optimize: Focus on reconfiguring workflows and end-to-end business process improvements to support the optimization of existing CLM tools and technology
• Select: Perform assessment of current processes, detailed requirements gathering, and a robust RFP/demo process to ensure the system selected meets client needs
• Implement: Provide business process and technical expertise to support all aspects of system implementation, from design through deployment
• Enhance: Drive process and program improvement initiatives, including designing operating models and related roles, defining workflows, conducting training, and more
• Support: Provide support including managed services to drive high levels of adoption 

The immediate focus of this role will be to support a multi-year Contract Lifecycle Management implementation. As a Sr. Consultant, you will be responsible for the following:

• Serve as primary project manager and provide configuration support 
• Coordinate across teams and manage individual workstreams to promote on-time delivery 
• Actively manage the project plan and provide transparency into upcoming activities 
• Interact with client stakeholders to facilitate status calls and prepare status reports across numerous engagement teams 
• Spearhead change management initiatives and communications planning 
• Prepare steering committee materials 
• Support project delivery through hands on implementation support and system configuration of workflows and templates 
• Providing guidance, instruction, and oversight in driving the completion of deliverables and client commitments 
• Developing current and future client relationships through exceptional service delivery  

Project Management & Implementation Support 

• Facilitate information gathering workshops with senior legal, business, and IT stakeholders to understand current state processes and gather future state goals and objectives 
• Develop and present recommendations and implementation roadmaps to client leadership teams on how to mitigate risk, enhance the project, and/or achieve operational efficiencies 
• Create CLM process documentation, workflow diagrams, playbooks, standard operating procedures, roles and responsibilities matrices, checklists, trackers, and other deliverables as requested 
• Identify and document test scenarios to ensure new processes, technologies, integrations, data handoffs, hosting models, etc. align with expected outcomes 
• Define change management strategies and facilitate (or execute) key tasks required to ensure enduring change, strong user adoption, and a seamless implementation experience 
• Partner with client teams to develop training curriculum and materials, as well as lead end-user training in partnership with technology providers 
• Serve as lead project manager for system implementation project, including creating and maintaining project schedules, managing the project budget and scope, providing routine status updates, tracking and reporting issues, and coordinating activities with third party vendors

• 2-5 years of relevant implementation experience in legal consulting or with a CLM provider, specifically in a customer facing role advising clients 
• Preferred hands-on experience implementing, using, or administering Evisort, Luminance, Malbek, Agiloft, Contract Pod AI
• Significant experience performing CLM process and/or technology assessments, selecting and implementing CLM platforms, designing CLM operating models, creating CLM documentation, or advising on best practices 
• Four-year degree in Finance, Business, Computer Science, Software Engineering, Information Science, Economics, Statistics, Accounting, Data & Analytics, and the like, or equivalent combination of experience and education 
• Demonstrated knowledge of the following areas: 
• Industry leading CLM technologies and service providers 
• AI opportunities and best practices throughout the contract lifecycle 
• CLM stakeholders and their typical roles and responsibilities 
• Common legal operations and CLM platform integrations 
• Components of a highly developed CLM program 
• IT implementation methodologies and controls 
• Managing project budgets, resources, and timelines 
• Ability to independently manage multiple concurrent engagements and clients 
• Excellent communication and storytelling skills (written, via data and deliverables, and verbally) 
• Keen attention to detail and capability to prepare polished client deliverables 
• Willingness to self-study and learn new concepts or technologies to solve problems 
• Aptitude and desire to learn and develop generative or other AI-enabled solutions 
• Have permanent US or Canada work authorization