Torchora
Back to Home

Key Responsibilities and Required Skills for a Legal CPQ Coordinator

💰 $65,000 - $95,000

Legal OperationsSales OperationsBusiness SystemsContracts Administration

🎯 Role Definition

As a Legal CPQ Coordinator, you are the operational cornerstone of our commercial contracting process. You sit at the critical intersection of Legal, Sales, and Finance, ensuring that every quote generated by our sales team is accurate, compliant, and structured for success. Your primary domain is the Configure-Price-Quote (CPQ) system, where you will manage legal terms, streamline approval workflows, and serve as the go-to expert for our global sales organization. This role isn't just about administration; it's about actively improving the velocity and integrity of our entire quote-to-cash lifecycle, enabling our sales team to move faster while mitigating risk.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Paralegal or Legal Assistant
  • Contracts Administrator or Coordinator
  • Sales Operations or Deal Desk Analyst

Advancement To:

  • Senior Legal CPQ Analyst or Strategist
  • Legal Operations Manager
  • CPQ Business Systems Analyst or Administrator

Lateral Moves:

  • Deal Desk Manager
  • Sales Operations Specialist

Core Responsibilities

Primary Functions

  • Act as the first point of contact and trusted advisor for the Sales team on all matters related to quoting, contract generation, and the associated legal requirements within the CPQ system.
  • Meticulously review and triage incoming requests for non-standard deal terms, ensuring they are routed to the appropriate legal and business approvers in a timely manner.
  • Own and manage the legal clause library within the CPQ and Contract Lifecycle Management (CLM) systems, ensuring all legal language is up-to-date, approved, and properly configured for use.
  • Collaborate directly with attorneys and contract managers to translate complex legal requirements into simplified, scalable, and automated rules within the CPQ platform.
  • Conduct thorough reviews of system-generated quotes and order forms to verify accuracy, completeness, and full compliance with our company’s commercial policies and legal standards.
  • Develop, document, and maintain standard operating procedures (SOPs) for the legal aspects of the quote-to-cash process to ensure consistency and operational efficiency.
  • Create and deliver training materials and workshops for the Sales team, empowering them to effectively use the CPQ system for self-service quote and contract generation.
  • Proactively identify and troubleshoot system issues, workflow bottlenecks, and process gaps that impact deal velocity or introduce risk, and drive them to resolution.
  • Support the end-to-end deal cycle by facilitating approvals and ensuring all necessary documentation is in place for signature and booking.
  • Partner with Sales Operations, Finance, and IT teams to ensure seamless integration and data flow between the CPQ system, CRM (Salesforce), and other enterprise platforms.
  • Assist in the configuration, testing, and deployment of new products, pricing models, and business rules within the CPQ environment from a legal and compliance perspective.
  • Monitor and report on key performance indicators (KPIs) related to deal cycle time, non-standard term requests, and contract compliance.
  • Serve as a subject matter expert on the company's contract templates, fallback positions, and approval matrices, guiding sales reps to the most efficient path forward.
  • Manage the system logic for dynamic document generation, ensuring the correct legal templates and clauses are applied based on product, geography, and deal characteristics.
  • Participate in cross-functional projects aimed at enhancing the overall quote-to-cash infrastructure, representing the needs and requirements of the Legal department.
  • Maintain an organized record of all deal exceptions and approvals, creating an audit trail and a knowledge base for future negotiations.
  • Assist with the administration and maintenance of our e-signature solution (e.g., DocuSign) as it integrates with the CPQ and contracting workflow.
  • Analyze data on common non-standard requests to provide actionable insights to the Legal team for potential updates to standard contract templates or policies.
  • Support renewal and amendment processes by ensuring that quotes for existing customers accurately reflect their current contractual terms and any new requirements.
  • Champion best practices in contract management and process efficiency across the organization, fostering a culture of compliance and operational excellence.

Secondary Functions

  • Support ad-hoc data requests from the Legal and Sales leadership teams regarding deal structures, clause usage, and approval metrics.
  • Contribute to the organization's legal operations strategy by providing on-the-ground feedback about system and process effectiveness.
  • Collaborate with various business units to translate their unique contracting needs into scalable and standardized solutions within the CPQ framework.
  • Participate in sprint planning, user acceptance testing (UAT), and agile ceremonies related to the development and enhancement of the CPQ platform.

Required Skills & Competencies

Hard Skills (Technical)

  • Deep proficiency with a CRM platform, particularly Salesforce.com.
  • Hands-on experience with a CPQ platform, such as Salesforce CPQ, Conga CPQ, or Oracle CPQ.
  • Familiarity with Contract Lifecycle Management (CLM) systems and principles.
  • Experience with e-signature tools like DocuSign or Adobe Sign.
  • Strong understanding of commercial contract terminology, structure, and legal concepts.
  • Proficiency in the Microsoft Office Suite, with advanced skills in Excel for reporting and data analysis.
  • Ability to understand and help configure business rules and logic within a systems environment.
  • Experience in generating and analyzing reports from business systems to derive insights.
  • Knowledge of the end-to-end quote-to-cash lifecycle.
  • Basic understanding of data management and data integrity principles.

Soft Skills

  • Exceptional Attention to Detail: Your work must be precise and accurate, as errors can have significant legal and financial impact.
  • Superior Communication Skills: Ability to clearly and concisely explain complex legal and system constraints to non-technical stakeholders, especially sales professionals.
  • Problem-Solving Acumen: A knack for identifying the root cause of an issue and creatively finding a compliant and efficient solution.
  • Stakeholder Management: Proven ability to build strong, collaborative relationships with cross-functional partners in Legal, Sales, Finance, and IT.
  • Organizational Prowess: Ability to manage and prioritize a high volume of competing requests in a fast-paced sales environment.
  • Proactive & Results-Oriented: A self-starter mindset, focused on anticipating needs and driving continuous process improvement.
  • Resilience and Composure: The capacity to remain calm, professional, and patient when dealing with urgent requests and tight deadlines.

Education & Experience

Educational Background

Minimum Education:

  • Bachelor's degree in a relevant field or equivalent practical experience in a similar role.

Preferred Education:

  • Bachelor’s degree combined with a Paralegal Certificate.

Relevant Fields of Study:

  • Business Administration
  • Pre-Law or Legal Studies
  • Finance
  • Information Systems

Experience Requirements

Typical Experience Range: 2-5 years of experience in a relevant field such as legal operations, contract administration, deal desk, or sales operations.

Preferred: Direct, hands-on experience working within a Salesforce CPQ or similar environment is highly desirable. Experience in a corporate legal department or supporting a B2B sales organization in the technology sector is a significant plus.

Explore More Careers