Job Summary

We are seeking an experienced Salesforce CLM Developer (Contract Lifecycle

Management) with 8+ years of overall IT experience and strong expertise in Salesforce

development, contract management solutions, document generation, workflow

automation, and enterprise application integrations.

The ideal candidate will be responsible for designing, developing, implementing, and

supporting CLM solutions integrated with Salesforce CRM and related enterprise

platforms. The role requires technical expertise in contract creation, document

assembly, clause management, contract review and approval workflows, electronic

signatures, contract amendments, renewals, and post-signature contract

management.

The candidate should have hands-on experience with Salesforce Apex, Lightning Web

Components (LWC), Salesforce Flow, REST/SOAP APIs, data modeling, security, and

enterprise integration patterns. Experience with Salesforce-native contract

management capabilities or third-party CLM platforms such as Conga CLM, DocuSign

CLM, Icertis, or similar solutions is highly desirable.

The role will work closely with business analysts, legal and compliance teams, sales

operations, Salesforce architects, QA engineers, and integration teams to deliver

scalable, secure, and maintainable contract lifecycle solutions.

Key Responsibilities

1. Salesforce CLM Development & Configuration

1. Design, develop, configure, and maintain Salesforce-integrated Contract

Lifecycle Management solutions.

2. Implement end-to-end contract processes covering contract requests, drafting,

review, negotiation, approval, execution, amendments, renewals, and

termination.

3. Configure contract records, contract templates, document generation

workflows, contract metadata, and supporting Salesforce objects.

4. Develop custom Salesforce functionality using Apex, Lightning Web Components

(LWC), Salesforce Flow, validation rules, and other platform capabilities.

5. Configure contract approval workflows based on contract value, business unit,

customer type, jurisdiction, risk classification, and approval hierarchy.

6. Implement automated contract creation from Salesforce Accounts,

Opportunities, Quotes, Orders, and related business records.

7. Develop reusable components and services for contract creation, document

processing, contract status tracking, and workflow automation.

8. Configure business rules for contract types, mandatory clauses, approval

requirements, renewal periods, notice periods, and contractual obligations.

9. Implement contract version tracking, document associations, status transitions,

and audit trail requirements.

10. Troubleshoot CLM configuration issues, workflow failures, document generation

errors, and contract data inconsistencies.

11. Ensure CLM functionality aligns with business requirements, legal policies,

security standards, and enterprise architecture guidelines.

12. Maintain technical documentation covering configurations, workflows,

integrations, dependencies, and support procedures.

2. CLM Platform Expertise & Contract Automation

1. Implement and support CLM platforms such as Conga CLM, DocuSign CLM,

Icertis, or other enterprise contract management solutions integrated with

Salesforce.

2. Configure contract lifecycle stages, including request initiation, drafting, internal

review, external negotiation, approval, execution, storage, renewal, and

termination.

3. Configure contract templates, clause libraries, document assembly rules,

conditional clauses, and document generation parameters.

4. Implement clause selection and conditional document generation based on

contract type, jurisdiction, commercial terms, customer segment, and risk

profile.

5. Configure contract review and approval workflows with sequential or parallel

approvals, delegation, escalation, and exception handling.

6. Support redlining, document comparison, version control, negotiation

workflows, and collaboration between legal teams and external counterparties,

where supported by the CLM platform.

7. Configure contract metadata, searchable attributes, document classification,

contract relationships, and repository structures.

8. Implement contract renewal alerts, expiration notifications, milestone tracking,

and obligation management.

9. Support contract amendments, renewals, extensions, novations, terminations,

and related contract change processes.

10. Integrate electronic signature platforms such as DocuSign or Adobe Acrobat

Sign for contract execution and signature status tracking.

11. Configure audit trails and approval histories to support compliance, traceability,

and internal control requirements.

12. Evaluate platform capabilities and recommend standard configuration over

custom development wherever practical.

3. Salesforce Development & Customization

1. Develop custom business logic using Apex classes, triggers, asynchronous Apex,

and SOQL/SOSL.

2. Build Lightning Web Components (LWC) for contract dashboards, contract

creation interfaces, approval status tracking, and document management

functionality.

3. Configure Salesforce Flow, record-triggered flows, screen flows, scheduled

flows, subflows, and fault handling for contract-related processes.

4. Develop reusable Apex services for contract creation, contract status updates,

document generation requests, and integration orchestration.

5. Implement validation rules, formula fields, custom metadata types, custom

settings, and approval automation to support contract business rules.

6. Develop custom actions and Lightning interfaces to support contract initiation,

review, submission, execution, and renewal processes.

7. Implement asynchronous processing using Queueable Apex, Batch Apex,

scheduled Apex, or platform events where appropriate.

8. Optimize SOQL queries, Apex transactions, and automation to ensure

compliance with Salesforce governor limits.

9. Develop robust error handling, logging, retry mechanisms, and exception

management for contract processing.

10. Implement secure coding practices, including appropriate record sharing,

CRUD/FLS enforcement, and protection of confidential contract data.

11. Write Apex test classes and automated tests covering contract workflows,

approval scenarios, integration logic, and exception handling.

12. Troubleshoot complex issues involving Salesforce automation, custom code,

document generation, permissions, and integration behavior.

4. Contract Document Generation & Template Management

1. Develop and maintain contract document generation solutions using Conga

Composer, Conga CLM, DocuSign document generation, or equivalent tools.

2. Configure document templates, merge fields, conditional sections, repeating

tables, clause logic, and dynamic content.

3. Generate contracts using Salesforce data from Accounts, Opportunities, Quotes,

Products, Contracts, and custom objects.

4. Implement document assembly logic to populate commercial terms, pricing

information, customer details, legal clauses, and contractual obligations.

5. Configure document generation workflows for master agreements, service

agreements, statements of work, order forms, amendments, renewals, and

related legal documents.

6. Troubleshoot merge field mapping issues, template formatting problems,

missing data, conditional logic failures, and document generation errors.

7. Maintain template versions and ensure updates are properly tested before

deployment.

8. Implement document storage and retrieval using Salesforce Files, approved

document repositories, or CLM-native storage capabilities.

9. Ensure appropriate access controls for confidential documents, sensitive

commercial information, and legal agreements.

10. Collaborate with legal and business teams to validate document templates,

clause behavior, and generated contract outputs.

5. Contract Workflow, Approvals & Business Rules

1. Design and configure contract approval workflows based on commercial value,

discount thresholds, contractual risk, business unit, and delegated authority.

2. Implement multi-level approval processes involving sales, legal, finance,

compliance, procurement, and senior management.

3. Configure conditional routing,



parallel approvals, escalations, rejection

handling, resubmission, and approval delegation.

4. Develop automation for contract status transitions, review assignments,

reminders, notifications, and deadline monitoring.

5. Implement controls to prevent contract execution before mandatory reviews and

approvals are completed.

6. Configure contract lifecycle milestones, renewal dates, notice periods,

expiration alerts, and obligation reminders.

7. Develop business rules to validate mandatory fields, contractual terms, legal

entity details, commercial conditions, and required supporting documents.

8. Support exception workflows for non-standard clauses, deviations from

approved templates, and high-risk contractual terms.

9. Ensure contract workflow logic is maintainable, configurable, and aligned with

business governance.

10. Perform impact assessments when approval hierarchies, contractual policies, or

business processes change.

6. Integration & API Development

1. Design, develop, and maintain integrations between Salesforce, CLM platforms,

electronic signature systems, ERP applications, billing platforms, and document

repositories.

2. Develop integrations using REST APIs, SOAP APIs, Apex callouts, platform

events, and supported vendor APIs.

3. Integrate Salesforce with Conga, DocuSign, Icertis, Adobe Acrobat Sign, or other

CLM and e-signature solutions, as applicable.

4. Implement contract creation and synchronization from Salesforce Opportunities,

Quotes, Orders, and other upstream business transactions.

5. Develop data mappings and transformation logic for contract metadata,

document references, approval status, signature status, and contractual terms.

6. Configure secure authentication using OAuth 2.0, named credentials, external

credentials, and approved identity management mechanisms.

7. Implement asynchronous processing, retry logic, timeout handling, integration

monitoring, and exception notifications.

8. Support integration of executed contracts with ERP, procurement, finance,

billing, and downstream contract repositories.

9. Troubleshoot API errors, authentication failures, document transfer issues,

synchronization failures, and inconsistent contract statuses.

10. Maintain integration specifications, API mappings, error-handling procedures,

and technical support documentation.

7. Contract Data Management & Migration

1. Support migration of legacy contract records, contract metadata, document

repositories, contract versions, and related business records into Salesforce-

integrated CLM platforms.

2. Develop source-to-target data mappings, transformation rules, data cleansing

procedures, and migration validation plans.

3. Use Data Loader, APIs, ETL tools, and approved migration utilities for contract

data migration.

4. Validate relationships between contracts, Accounts, Opportunities, Quotes,

Orders, legal entities, and related Salesforce records.

5. Ensure contract documents and metadata are correctly associated and

searchable following migration.

6. Implement data quality controls for contract dates, renewal terms, agreement

types, status fields, and mandatory attributes.

7. Perform reconciliation between source systems and target CLM platforms to

confirm completeness and accuracy.

8. Support bulk migration of historical agreements and contract attachments while

maintaining appropriate document access controls.

9. Identify and resolve duplicate contracts, missing metadata, broken

relationships, and migration exceptions.

10. Maintain migration logs, reconciliation reports, exception records, and audit

evidence.

8. Security, Compliance & Audit

1. Implement Salesforce security controls for confidential contract records,

supporting documents, approval histories, and sensitive commercial

information.

2. Configure appropriate profiles, permission sets, roles, sharing rules, field-level

security, and record-level access controls.

3. Support segregation of duties between contract requesters, reviewers,

approvers, and authorized signatories.

4. Ensure contract access is restricted according to business unit, legal entity, role,

geography, and contractual confidentiality requirements.

5. Implement audit trails and maintain traceability for contract changes, approval

decisions, document versions, and execution status.

6. Support compliance with organizational policies, applicable data protection

requirements, retention policies, and regulatory obligations.

7. Collaborate with information security, legal, compliance, and audit teams to

address control requirements.

8. Validate access restrictions and auditability through functional testing and

periodic reviews.

9. Ensure secure handling of contract documents during integrations, data

migration, and document generation.

10. Support root cause analysis and remediation of security incidents or audit

findings relating to contract management.

9. Testing, Debugging & Quality Assurance

1. Develop unit tests, functional test scenarios, integration test cases, and

regression tests for CLM functionality.

2. Validate contract creation, document generation, clause selection, approval

routing, e-signature processing, and contract lifecycle transitions.

3. Test negative scenarios, invalid data, incomplete approvals, document

generation failures, integration outages, and exception handling.

4. Coordinate System Integration Testing (SIT), User Acceptance Testing (UAT),

regression testing, and production smoke testing.

5. Work with QA teams and business stakeholders to define acceptance criteria

and validate end-to-end contract processes.

6. Investigate defects using Salesforce debug logs, Apex tests, API monitoring,

CLM application logs, and relevant platform diagnostics.

7. Track defects, coordinate fixes, perform retesting, and maintain appropriate

test evidence.

8. Validate security permissions, record visibility, document access, and

segregation-of-duties requirements.

9. Ensure contract generation, approval, execution, and renewal processes meet

functional and technical requirements.

10. Prepare test reports, defect summaries, deployment validation records, and

technical release documentation.

10. DevOps, Release Management & Production Support

1. Manage Salesforce metadata and code deployments across development, QA,

UAT, staging, and production environments.

2. Use Salesforce DX, Salesforce CLI, metadata APIs, and appropriate deployment

tools.

3. Maintain source code using Git, GitHub, GitLab, or Bitbucket.

4. Support CI/CD pipelines using tools such as Copado, Gearset, Jenkins, or

equivalent platforms.

5. Manage configuration dependencies between Salesforce, CLM applications, e-

signature tools, and integration components.

6. Prepare release notes, implementation plans, deployment checklists, rollback

procedures, and post-deployment validation steps.

7. Troubleshoot production issues affecting contract generation, approvals,

document storage, integrations, and electronic signatures.

8. Perform root cause analysis and implement permanent fixes for recurring

technical incidents.

9. Coordinate with application support, business operations, and vendor support

teams to resolve platform issues.

10. Support hypercare, knowledge transfer, application maintenance, and

continuous improvement initiatives.

Required Qualifications

1. Salesforce Development Expertise

1. Minimum 8+ years of overall IT experience, with strong hands-on experience in

Salesforce development and enterprise application implementation.

2. Strong proficiency in Apex, Apex triggers, asynchronous Apex, SOQL/SOSL, and

Salesforce platform customization.

3. Experience developing Lightning Web Components (LWC) and custom Lightning

interfaces.

4. Strong knowledge of Salesforce Flow, validation rules,



approval processes, and

declarative automation.

5. Understanding of Salesforce standard and custom objects, relationships, record

types, and data modeling.

6. Experience implementing Salesforce security, including profiles, permission sets,

sharing rules, CRUD/FLS, and record-level access.

7. Experience with Salesforce APIs, external integrations, and asynchronous

processing.

8. Strong understanding of governor limits, bulkification, transaction management,

and performance optimization.

9. Experience writing Apex test classes and maintaining code quality standards.

10. Knowledge of Salesforce DX, Salesforce CLI, metadata deployment, and source

control practices.

2. Contract Lifecycle Management Expertise

1. Hands-on experience implementing, developing, configuring, or supporting

enterprise CLM solutions.

2. Strong understanding of contract lifecycle processes, including drafting,

negotiation, approval, execution, amendment, renewal, and termination.

3. Experience with at least one CLM platform, such as Conga CLM, DocuSign CLM,

Icertis, or an equivalent solution.

4. Experience with contract templates, clause libraries, document generation,

conditional content, and document version management.

5. Knowledge of contract approval workflows, exception handling, delegation,

escalation, and approval audit trails.

6. Experience integrating electronic signature platforms such as DocuSign or

Adobe Acrobat Sign.

7. Understanding of contract metadata, document repositories, contract search,

retention, and access control.

8. Experience implementing automated contract generation from Salesforce CRM

records.

9. Ability to troubleshoot document generation, workflow, contract

synchronization, and approval issues.

10. Ability to translate legal, commercial, and operational requirements into

maintainable CLM configurations and technical solutions.

3. Document Generation & Integration Expertise

1. Experience with Conga Composer, Conga CLM, DocuSign document generation,

or equivalent document automation technologies.

2. Strong understanding of Salesforce REST/SOAP APIs and Apex callouts.

3. Experience integrating Salesforce with third-party CLM and e-signature

platforms.

4. Familiarity with OAuth 2.0, named credentials, secure API authentication, and

authorization.

5. Experience with document templates, merge fields, conditional sections, and

data mapping.

6. Knowledge of integration error handling, retries, logging, and monitoring.

7. Experience with middleware tools such as MuleSoft, Boomi, or Informatica is

desirable.

8. Experience with contract data migration, ETL tools, and data reconciliation.

9. Understanding of document storage, retrieval, and access control.

10. Ability to develop integration documentation and support end-to-end

troubleshooting.

4. DevOps & Delivery Expertise

1. Experience with Salesforce DX, Salesforce CLI, metadata APIs, and deployment

management.

2. Proficiency in Git-based version control and collaborative development

practices.

3. Familiarity with CI/CD tools such as Copado, Gearset, Jenkins, or equivalent

solutions.

4. Experience working in Agile/Scrum delivery environments.

5. Ability to estimate technical effort, manage dependencies, and support release

planning.

6. Experience with code reviews, unit testing, regression testing, and deployment

validation.

7. Strong production troubleshooting and root cause analysis skills.

8. Ability to collaborate with architects, business analysts, legal teams, QA, and

integration specialists.

9. Strong technical documentation and communication skills.

10. Commitment to continuous improvement and secure development practices.

Certifications

The following certifications are preferred:

1. Salesforce Certified Platform Developer I.

2. Salesforce Certified Platform Developer II.

3. Salesforce Certified Administrator.

4. Salesforce Certified Advanced Administrator.

5. Salesforce Certified Platform App Builder.

6. Salesforce Certified JavaScript Developer I.

7. Relevant Conga CLM or Conga Composer certifications.

8. Relevant DocuSign CLM or DocuSign eSignature certifications.

9. Icertis implementation or platform certifications, where applicable.

10. Salesforce Integration Architecture Designer or equivalent integration

certification.

11. Agile/Scrum certification or other relevant professional qualification.

CLM platform certifications are advantageous; hands-on development and

implementation experience is essential.

Architecture & Integration Experience

1. Strong understanding of Salesforce application architecture and enterprise CRM

design principles.

2. Experience designing contract lifecycle workflows and document automation

solutions.

3. Knowledge of Salesforce-to-CLM integration patterns and data synchronization.

4. Experience with REST/SOAP APIs, middleware, and enterprise application

integrations.

5. Understanding of secure document handling and confidential contract data

management.

6. Experience with contract metadata modeling, document relationships, and

repository integration.

7. Familiarity with asynchronous processing, integration retries, and error recovery.

8. Knowledge of access control, audit trails, and compliance requirements.

9. Ability to collaborate with solution architects on scalable technical designs.

10. Experience evaluating standard CLM capabilities versus custom Salesforce

development.

Program & Delivery Experience

1. Proven experience delivering Salesforce development and enterprise application

enhancement projects.

2. Experience supporting CLM implementation, contract automation, or CRM

transformation programs.

3. Strong technical estimation, planning, and dependency management skills.

4. Experience working in Agile, Scrum, or hybrid delivery models.

5. Ability to manage multiple development priorities and deliver within agreed

timelines.

6. Experience collaborating with legal, finance, sales operations, compliance, and

IT teams.

7. Robust defect management, risk assessment, and issue resolution capabilities.

8. Experience supporting production deployment, stabilization, and application

maintenance.

9. Ability to provide clear technical status updates and communicate delivery

risks.

10. Strong ownership of solution quality, documentation, and maintainability.

Additional Technical Skills

1. Experience with Salesforce Files, ContentDocument, ContentVersion, and

document association patterns.

2. Knowledge of Salesforce approval processes, Flow-based approvals, and

complex routing logic.

3. Experience with contract document generation and dynamic template

management.

4. Familiarity with DocuSign, Adobe Acrobat Sign, or equivalent electronic

signature platforms.

5. Knowledge of contract amendments, renewals, expiration monitoring, and

obligation management.

6. Experience with data migration, ETL tools, and bulk contract processing.

7. Familiarity with Salesforce debug logs, Developer Console, Workbench, and API

testing tools.

8. Knowledge of platform events, asynchronous Apex, and event-driven

integration.

9. Understanding of secure coding, encryption, access controls, and audit

requirements.

10. Experience with automated testing, release automation, and production

monitoring.

Preferred Experience

1. Experience in Banking, Financial Services, Insurance (BFSI), healthcare, or other

regulated industries.

2. Experience implementing enterprise CLM platforms integrated with Salesforce

CRM.

3. Exposure to Conga CLM, DocuSign CLM, Icertis, or equivalent enterprise

contract management solutions.

4. Experience with complex master agreements, service agreements, statements

of work, amendments, and renewals.

5. Experience integrating CLM with Salesforce CPQ, Revenue Cloud, ERP, billing, or

procurement systems.

6. Understanding of quote-to-contract and quote-to-cash business processes.

7. Experience with high-volume contract generation, document migration, and

repository integration.

8. Knowledge of contract governance, approval controls, auditability, and

document retention requirements.

9. Experience working with global delivery teams, vendors, and implementation

partners.

10. Exposure to AI-assisted contract review, clause analysis, or intelligent document

processing, where relevant.

📌 Salesforce CLM Developer (Secunderabad)
🏢 Cloudperitus
📍 Secunderabad