Agiloft Admin Specialist

Role Overview: 

As an Agiloft CLM Techno-Functional Analyst, you will play a key role in supporting, enhancing, and optimizing CBRE's Contract Lifecycle Management (CLM) platform powered by Agiloft. You will work closely with legal, procurement, sourcing and business teams to deliver scalable contract management solutions while ensuring platform stability, process efficiency, and compliance.

The role requires a combination of functional expertise in contract management processes and technical proficiency in Agiloft configuration, workflow automation, integrations, reporting, and system administration.

Key Responsibilities

Platform Administration & Support

• Manage day-to-day administration, monitoring, maintenance, troubleshoot application issues and optimization of the Agiloft CLM platform.
  
• Configure and maintain users, roles, permissions, security settings, and access controls.
  

Business Analysis & Requirements Gathering

• Collaborate with legal, procurement, sourcing, compliance, and business stakeholders to gather requirements.
  
• Analyze existing contract management processes and recommend system improvements.
  
• Translate business requirements into Agiloft configurations and technical solutions.
  

Configuration & Customization

• Configure workflows, approvals, business rules, templates, forms, fields, dashboards, notifications, and automated actions within Agiloft.
  
• Develop and maintain custom contract intake processes, clause libraries, obligation management, and renewal workflows.
  
• Configure document generation templates and automate contract lifecycle activities.
  

Implementation & Enhancements

• Participate in system upgrades and platform rollouts.
  
• Support solution design, system configuration, data migration, testing, deployment, and post-production stabilization activities.
  

Integration Development & Support

• Support integrations between Agiloft and External system for data integration, eSignature, and Identity Management systems.
  
• Work with REST APIs, middleware platforms, and data exchange mechanisms.
  
• Troubleshoot integration failures and ensure seamless data flow across systems.
  

Reporting & Analytics

• Develop and maintain reports, dashboards, KPIs, and contract analytics.
  
• Provide data insights related to contract status, renewals, obligations, approvals, and compliance metrics.
  
• Support business users with reporting and ad-hoc data requests.
  

Testing & Documentation

• Prepare functional and technical design documents, configuration guides, and support documentation.
  
• Support release management and change control activities.
  

Stakeholder Engagement & Innovation

• Partner with cross-functional teams to deliver innovative CLM solutions.
  
• Identify opportunities to enhance contract management efficiency through automation and system optimization.
  

Required Skills & Experience

Agiloft Expertise

• Strong knowledge of Contract Lifecycle Management processes including:
  
• Contract Request & Intake
  
• Contract Authoring
  
• Approval Workflows
  
• Negotiation & Review
  
• eSignature Management
  
• Contract Repository
  
• Obligation Management
  
• Amendment Management
  
• Renewal & Expiration Management
  
• Compliance Tracking
  

Configuration & Administration

• Hands-on experience configuring:
  
• Tables and Relationships
  
• Forms and Layouts
  
• Business Rules
  
• Workflow Automation
  
• Email Notifications
  
• Access Controls and Security Roles
  
• Reports and Dashboards
  
• Document Templates
  
• Approval Processes
  

Technical Skills

• Experience with REST APIs and Agiloft integrations.
  
• Understanding of database concepts and SQL queries.
  
• Knowledge of XML, JSON, Web Services, and middleware integration platforms.
  
• Experience with data migration and bulk imports/exports.
  

Functional & Consulting Skills

• Experience interacting directly with business stakeholders and legal/procurement teams.
  
• Ability to analyze business processes and design scalable CLM solutions.
  
• Strong problem-solving and troubleshooting skills.
  
• Excellent communication and documentation abilities.
  

Personal Attributes

• Ability to work independently and manage multiple priorities.
  
• Strong ownership mindset and accountability.
  
• Adaptability to changing business requirements and global team environments.
  
• Collaborative and customer-focused approach.