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About the Role
We are seeking a skilled Product Owner to support ongoing enhancements and integration of Conga Contract Lifecycle Management (CLM) and Opportunity and Pipeline Management within Salesforce. 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 the full-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 into user stories, acceptance criteria, and process 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 streamline contract generation, negotiation, approval, and execution workflows.
- Optimize integration between Salesforce Opportunity records and Conga CLM contracts to improve visibility and automation across deal stages.
- Define and validate business rules for document templates, clause libraries, and approval 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.
- Facilitate UAT, 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.
Preferred:
- Salesforce or Conga certifications (e.g., Salesforce Certified Administrator, Conga CLM Specialist).
- Experience implementing or optimizing end-to-end contract lifecycle processes (from request through renewal).
- Understanding of eSignature tools (e.g., DocuSign, Adobe Sign) and their integration with CLM.
- Experience with data migration or CRM process reengineering in complex enterprise environments
Requirements
5+ years of experience as a Product Owner, Business Analyst, or similar role supporting Salesforce-based solutions.
Hands-on experience with Conga CLM and its integration with Salesforce Opportunity workflows.
Strong understanding of Salesforce Sales Cloud, particularly Opportunity management, pipeline forecasting, and approval processes.
Proven ability to create detailed, testable user stories and define acceptance criteria.
Familiarity with Agile/Scrum delivery methodologies and sprint planning practices.
Excellent stakeholder management and communication skills across Sales, Legal, and IT functions.
About the Company
Winobell is an IT consulting and services company specializing in Salesforce implementation, customization, and enterprise software solutions. We help businesses streamline their processes, enhance customer relationships, and achieve digital transformation through cutting-edge technology and expert consulting.