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Icertis

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Senior Functional Consultant, AI/ML Implementation

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Summary

Serves as the lead functional consultant for Icertis AI/ML contract intelligence implementations — running discovery workshops, configuring AI extraction prompts, validating contract analytics accuracy, and driving customer go-lives. Core work spans CLM, legacy contract migration, and AI-powered analytics for enterprise customers.

The Functional Consultant will be the primary point of contact for customers on all functional requirements related to contract intelligence, legacy contract migration, and AI-driven analytics implementations. This role requires a strong understanding of Contract Lifecycle Management (CLM), data migration, and AI-powered contract analytics solutions. The consultant will work closely with customers to define business outcomes, configure solutions, improve extraction accuracy, and ensure successful adoption of Icertis AI/ML products. The primary goal is to earn customer trust by providing expert guidance, translating business requirements into scalable solutions, and delivering measurable business value throughout the implementation lifecycle.

  • Drive execution of Icertis AI/ML product implementations for enterprise customers in accordance with Icertis implementation methodology, within the agreed scope, schedule, and effort.
  • Lead discovery workshops to understand customer objectives, contract portfolios, data sources, business processes, and reporting requirements.
  • Conceptualise and design best-of-breed solutions that address customer business objectives through AI-powered contract intelligence and analytics.
  • Gather, document, and analyse functional requirements, use cases, business rules, and success criteria.
  • Configure Prompts and validate AI-driven extraction, classification, clustering, and analytics capabilities to meet customer expectations.
  • Collaborate with customers to define attributes, clauses, contract relationships, validation approaches, and migration acceptance criteria.
  • Execute functional testing, validation exercises, user acceptance testing, and remediation activities to improve overall solution accuracy.
  • Analyse large contract repositories and identify trends, risks, obligations, metadata, and business insights through AI-powered solutions.
  • Partner with Product, Engineering, Data Migration, Prompt Engineering, and Customer Success teams to ensure successful project delivery.
  • Provide quality assurance and functional support across multiple customer engagements.
  • Conduct customer demonstrations, training workshops, knowledge transfer sessions, and go-live readiness activities.
  • Contribute to consulting capability development, reusable assets, implementation accelerators, and best practices within the Professional Services organisation.
  • Provide product feedback and implementation insights that help shape future product enhancements and roadmap priorities.
  • 4+ years of experience in enterprise software consulting, business analysis, CLM, procurement, legal technology, or related domains.
  • Strong understanding of contract lifecycle management, contract operations, or document-intensive business processes.
  • Experience facilitating customer workshops, gathering business requirements, and translating business needs into solution recommendations.
  • Excellent communication and presentation skills, with the ability to engage business and executive stakeholders.
  • Proven ability to manage multiple workstreams and collaborate across customer, product, and delivery teams.
  • Strong analytical and problem-solving skills with a focus on delivering business outcomes.
  • Experience supporting software implementations, migrations, or transformation initiatives.
  • Ability to work independently in a fast-paced, customer-facing environment.
  • Strong stakeholder management and relationship-building skills.
  • Bachelor's degree in Business, Law, Management, Information Systems, or a related field.

Preferred Qualifications

  • Experience with Contract Lifecycle Management (CLM) platforms.
  • Familiarity with contract migration, data quality, or business process transformation projects.
  • Knowledge of legal, procurement, sales, or compliance functions.
  • Experience working with global enterprise customers.
  • Consulting or customer success experience within SaaS or enterprise software organizations.

Skills

See also

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