DocuSign Solutions Consultant / Delivery Manager
Our client is the world’s leading and most active DocuSign consulting agency. They specialize in integrated DocuSign solutions, offering implementation services including template creation, system integration, and API development. Businesses rely on them to automate paper-heavy workflows like client onboarding and HR documentation. Their expert consultants also provide on-demand support and training to ensure seamless DocuSign operations. Additionally, their proprietary Solusign platform enables automated bulk sending of envelopes, saving clients significant time and costs when managing large volumes of transactions. Trust their team of DocuSign experts, developers, and specialists to streamline your processes so you can focus on scaling your business.
Key Responsibilities
- Sales & Discovery (Phases 1–2):
- Lead sales and discovery calls.
- Conduct requirements gathering sessions.
- Draft Requirement Summary Documents (RSD) and Solution Blueprints.
- Design Sign-Off:
- Facilitate Solution Design Reviews.
- Obtain formal client approval on proposed solutions.
- Testing & UAT (Phase 4):
- Coordinate test plans and manage defect triage.
- Lead user acceptance testing and client checkpoints.
- Deploy & Support (Phases 5–7):
- Manage go-live readiness and deployment.
- Deliver end-user training and knowledge transfer.
- Provide post-go-live support and identify upsell opportunities.
Must-Have Qualifications
- Deep hands-on knowledge of DocuSign eSignature & CLM, including template logic, routing, and admin functions.
- Strong experience in requirements elicitation and process mapping (BPMN, Lucidchart, Miro).
- Proficient in project management methodologies (Agile, Hybrid Waterfall) and tools like Jira, Asana, RAID logs.
- Skilled in writing clear SOWs, BRDs, and training materials.
- Excellent communication and stakeholder management skills — confident leading discovery calls, pricing work, and presenting to executives.
- Fluent, professional-level written and spoken English
Nice-to-Haves
- Experience configuring DocuSign Connect / webhooks.
- Familiarity with CRMs like Salesforce, HubSpot, or similar platforms.
- Basic SQL for test data validation.
Why Join Us
You’ll be working with the world’s leading DocuSign consulting agency - a fast-moving, high-impact team that helps global clients automate complex document workflows. If you’re a strategic thinker with technical depth and a client-first mindset, we want to hear from you.
- Department
- Delivery Department
- Role
- Delivery Manager
- Locations
- Mexico, Brazil
- Remote status
- Fully Remote

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