Principal Implementation Consultant



San Francisco, CA, USA · United States · Canada · Remote
Posted on Wednesday, May 8, 2024
The Principal Implementation Consultant (PIC) position is an integral part of our Professional Services Organization, which delivers Contract Intelligence and Workflow solutions to our customers. This includes six key areas of focus:
- Demonstrates product expertise in the Evisort platform
- Provides top-quality service engagements for large or strategic customers or other accounts, serving as the lead process analyst, technical architect, and/or advisor to customers
- Follows PS implementation standards and methodology
- Validates, gathers and assesses complex solutions to make thoughtful and required appropriate recommendations to the customer
- Gains proficiency in the configuration of solutions
-Initiates, suggests and helps create repeatable business processes and artifacts for scaling the organization.


  • The PIC is responsible for delivering Evisort solutions to customers. This position is responsible for developing high expertise across the Evisort platform.
  • Solution Deployment (85%)
  • Collaborates closely with the Project Manager to successfully deliver projects
  • Create core project documentation and achieve customer sign-off on requirements and user stories, solution design and architecture, and other project artifacts.
  • Delivers technical implementation activities from post-sale to support transition for PS engagements as required for key customers and to load balance with the rest of the team
  • Follows implementation methodology and standards
  • Execute project plan tasks associated with engagements
  • Test plan validation
  • Maintains an average of 70% utilization for billable projects
  • Identifies engagement-related problem areas and solves the issues in a proactive manner
  • Periodically may assist the Customer Support team in troubleshooting and resolving post-production solution issues
  • Provide technical training and reusable project artifacts for internal or external resources to promote implementation scalability as needed
  • Uphold Evisort’s core values and be maniacally focused on delivering successful projects that set customers up for high-value contracting journeys
  • Participate in pre-sales opportunities to scope and pitch SOWs
  • Administration (5%)
  • Maintains accurate and timely submission of timesheets, expense reports, and project-related forms
  • Maintains regular internal communications with the project team, team lead, and manager
  • Provides feedback and updates to internal processes through internal documentation
  • Follows standard department processes
  • Training (10%)
  • Continues to stay abreast of technology through internal training, lab development, and industry-standard training/certifications

Minimum Qualifications:

  • A recognized degree in business administration, computer science, legal (JD)
  • Practitioner in legal operations, contract management and administration, commercial contract management and administration
  • 7+ years of external consulting experience in business process analysis and requirements generation, solution design and configuration, and SaaS project delivery
  • 4+ years of experience in CLM, Contract Intelligence (AI). Expertise with Salesforce, SAP Ariba, Coupa, and other CLM solutions is a large plus
  • 3+ years of experience scoping and selling SOWs
  • Strong understanding of how business requirements are gathered, analyzed, documented, and translated into technical specifications.
  • Strong understanding of taking technical specifications and configuring/implementing them into a solution.
  • Results-oriented with strong people and time management skills, highly organized, motivated, and driven to succeed.

Business Skills:

  • Capable of working on or leading a team through a fast-paced and complex project
  • Excellent verbal and written business communication skills, including escalation management and information presentation
  • Strong follow-through, ownership & responsibility on tasks assigned
  • Effective time management and maintaining flexibility