Workflow Process Specialist

• →Identify process gaps, inefficiencies, and automation opportunities by collaborating with business leaders to define and document business requirements. 
• →Partner with IT, Salesforce, Operations, Legal, Finance, Credit, Account Management, Onboarding, and other business teams to design and implement process improvements. 
• →Facilitate process mapping sessions to document current-state and future-state workflows and identify improvement opportunities. 
• →Prioritize enhancement requests and work with development teams to define scope, requirements, testing, and implementation plans. 
• →Serve as the primary liaison between business stakeholders, Salesforce teams, and systems development resources to ensure successful project execution. 
• →Partner with the Legal team to identify, manage, and implement process improvements and workflow efficiencies within the Contract Lifecycle Management (CLM) system. 
• →Support CLM enhancements by gathering business requirements, coordinating testing activities, facilitating user adoption, and assisting with change management initiatives. 
• →Coordinate cross-functional efforts between Legal, IT, Salesforce, Operations, and other business stakeholders to streamline contract, approval, and workflow processes. 
• →Manage enhancement requests and process changes from concept through implementation, ensuring business objectives and operational efficiencies are achieved. 
• →Act as a liaison between business stakeholders, Salesforce teams, Legal, and systems development resources to support successful project execution. 
• →Lead and support change management activities associated with process improvements, including communications, training, documentation, and user adoption. 
• →Develop and maintain training materials, standard operating procedures, and user guides for new and enhanced workflows. 
• →Monitor post-implementation performance and continuously refine processes based on operational feedback and data analysis. 
• →Serve as a liaison to the Operations Support team to ensure ongoing user support and training needs are addressed. 

• Minimum of five (5) years of experience in business process improvement, workflow management, project management, operations, legal operations, or related disciplines.
• Experience working with Salesforce or other Customer Relationship Management (CRM) platforms required. 
• Experience supporting Contract Lifecycle Management (CLM) systems, contract workflows, and legal process improvements preferred. 
• Experience working closely with Legal departments and understanding contract review, approval, compliance, and document management workflows.
• Proven ability to work in interdisciplinary environments and collaborate effectively with IT, Salesforce teams, Operations, Legal, Finance, and business stakeholders.
• Extremely detail-oriented with a demonstrated ability to maintain process integrity, data accuracy, documentation quality, and compliance across multiple systems and workflows.
• Strong organizational, analytical, and problem-solving skills with the ability to manage multiple initiatives simultaneously. 

• Contract Lifecycle Management (CLM)
• Salesforce / CRM Administration 
• Legal Operations 
• Business Process Reengineering 
• Workflow Automation 
• Change Management and User Adoption 
• Requirements Gathering and Documentation 
• Cross-Functional Project Management 

Do others describe you as being a down-to-earth achiever? Someone who thinks outside the box and always strives to do more than what is required? Someone who sees the bigger picture? You sound brilliant to work with!

We are committed to providing equal opportunities to all applicants. If you require accommodation due to a disability, you will have an opportunity to notify us when scheduling your interview.

We are an equal opportunity employer and encourage applications from all qualified individuals. Our ability to work as one team across Canada, the United States, and the Caribbean is foundational to our success. We show up as our authentic selves each day and create space for one another’s unique contributions.

We respect the diverse cultures, traditions, and perspectives of Indigenous Peoples and seek to achieve equitable partnerships and opportunities with Indigenous communities.

Candidates must be legally eligible to work in the country in which they applied. Regrettably, we are unable to sponsor employment visas at this time.

Final candidates will be required to undergo a confidential pre-employment background check, including but not limited to educational, criminal, credit, drug and alcohol, and/or fitness for duty testing.