Product Owner – Conga CLM & Salesforce Opportunity

Overview

We are seeking a skilledProduct Owner to support ongoing enhancements and integration ofConga Contract Lifecycle Management (CLM) andOpportunity and Pipeline Management (with SFDC). This individual will play a critical role in driving business process improvements across the opportunity-to-contract lifecycle by gathering requirements, documenting user stories, and supporting delivery through IT development teams.

This role will work closely under the direction of thefull-time CLM Product Owner, who will provide strategic guidance and retain final decision authority.

Key Responsibilities

Product Ownership Support

• Collaborate with the full-time CLM Product Owner to define scope, backlog, and sprint priorities for ongoing Salesforce and CLM enhancements.
• Elicit and document detailed business requirements from Sales, Legal, Operations, and Finance stakeholders.
• Translate requirements intouser stories,acceptance criteria, andprocess flows for development teams.
• Ensure alignment of CLM and Opportunity/Pipeline functionality with broader CRM and sales enablement strategies.

Conga CLM & Salesforce Enablement

• Partner with Salesforce and Conga teams to streamlinecontract generation,negotiation,approval, andexecution workflows.
• Optimize integration betweenSalesforce Opportunity records andConga CLM contracts to improve visibility and automation across deal stages.
• Define and validate business rules fordocument templates,clause libraries, andapproval hierarchies within CLM.
• Support reporting and analytics enhancements for pipeline health, contract cycle times, and contract value realization.

Cross-Functional Collaboration

• Serve as the liaison between business stakeholders and IT/development teams to ensure clarity and delivery accuracy.
• Partner with Sales Operations and Legal teams to align process improvements with compliance and governance standards.
• FacilitateUAT, capture feedback, and coordinate defect triage and resolution activities.
• Participate in sprint ceremonies including backlog grooming, sprint planning, and retrospectives.

Governance & Documentation

• Maintain detailed documentation of user stories, configuration decisions, process maps, and test scenarios.
• Ensure all functionality changes comply with corporate policies, security, and data management requirements.
• Contribute to change management and user adoption efforts by supporting communication and training deliverables.

Qualifications

Required

• 5+ years of experience as aProduct Owner,Business Analyst, or similar role supporting Salesforce-based solutions.
• Hands-on experience withConga CLM (Contract Lifecycle Management) and its integration withSalesforce Opportunity workflows.
• Strong understanding ofSalesforce Sales Cloud, particularly Opportunity management, pipeline forecasting, and approval processes.
• Proven ability to createdetailed, testable user stories and defineacceptance criteria.
• Familiarity withAgile/Scrum delivery methodologies and sprint planning practices.
• Excellent stakeholder management and communication skills across Sales, Legal, and IT functions.

Preferred

• Salesforce or Conga certifications (e.g., Salesforce Certified Administrator, Conga CLM Specialist).
• Experience implementing or optimizingend-to-end contract lifecycle processes (from request through renewal).
• Understanding ofeSignature tools (e.g., DocuSign, Adobe Sign) and their integration with CLM.
• Experience withdata migration orCRM process reengineering in complex enterprise environments.