Business Process & Workflow Specialist (Salesforce / CLM)

Location: Dallas, TX | 100% Onsite – 5 Days per Week
Work Authorization: Must be legally authorized to work in the United States (US Citizen or Green Card Holder)
No Third-Party Recruiters or Staffing Agencies

We are seeking an experienced Business Process & Workflow Specialist to identify opportunities for business process improvement, streamline workflows, and implement technology-driven solutions across multiple departments. This position will work closely with Legal, Salesforce administrators, IT, Operations, Finance, and other business stakeholders to evaluate existing processes, identify inefficiencies, and implement solutions that improve operational efficiency.

The ideal candidate will be exceptionally detail-oriented, highly collaborative, and experienced in Salesforce/CRM workflow optimization and business process improvement. This individual should have a demonstrated ability to partner closely with Legal and other business teams, translate business requirements into effective workflow solutions, and manage process improvements from initial discovery through implementation. Experience with Contract Lifecycle Management (CLM) systems is strongly preferred.

Required Qualifications

• 5+ years of experience in business process improvement, workflow management, business analysis, project management, operations, or a related discipline.

• Experience with Salesforce, specifically involving workflow design, process optimization, approval processes, or automation initiatives. General CRM exposure or end-user experience alone is insufficient.

• Experience collaborating closely with Legal departments to gather requirements, improve business processes, and support workflows involving contracts, approvals, documentation, or compliance.

• Exceptional attention to detail, with a demonstrated ability to maintain process accuracy, data integrity, documentation quality, and consistency across multiple systems and workflows.

• Strong experience analyzing business processes, identifying inefficiencies, and designing improved workflows that deliver measurable operational results.

• Experience mapping, designing, and standardizing business processes, including intake workflows, approval processes, and cross-functional handoffs.

• Proven ability to gather, analyze, and document business requirements and partner with technical teams to implement system enhancements and workflow automation.

• Experience coordinating cross-functional process improvement initiatives from requirements gathering through testing, implementation, and user adoption.

• Strong analytical, organizational, and problem-solving skills with the ability to manage multiple initiatives and competing priorities.

• Excellent communication and interpersonal skills with the ability to collaborate effectively across technical and non-technical teams.

Preferred Qualifications

• Contract Lifecycle Management (CLM) experience is strongly preferred, particularly involving contract review, approval workflows, document management, and process automation.

• Experience supporting legal operations, contract management processes, or enterprise approval workflows.

• Familiarity with Salesforce administration, approval flows, task automation, and CRM workflow enhancements.

• Experience with SAP, Power BI, or Smartsheet.

• Experience using Salesforce CRM Analytics or other reporting tools to track workflow performance, operational KPIs, and process improvements.

• Experience with business process reengineering, continuous improvement, and workflow automation initiatives.

• Experience developing standard operating procedures (SOPs), training materials, and change management documentation.

Key Responsibilities

• Partner with business leaders and stakeholders to identify process gaps, operational inefficiencies, and opportunities for workflow automation and improvement.

• Collaborate closely with Legal to evaluate contract-related processes, identify workflow inefficiencies, gather requirements, and implement improvements to contract review, approval, and documentation processes.

• Work with Salesforce administrators, IT development teams, and business stakeholders to design and implement CRM workflow enhancements, approval processes, and automation solutions.

• Lead process mapping sessions to document current-state and future-state workflows, identify bottlenecks, and recommend improvements.

• Gather, analyze, and document detailed business requirements, ensuring accuracy, completeness, and consistency throughout the development and implementation process.

• Partner with IT, Legal, Operations, Finance, Credit, Account Management, and Onboarding teams to coordinate cross-functional process improvements.

• Manage workflow enhancement requests from initial discovery through prioritization, requirements gathering, testing, implementation, and user adoption.

• Support improvements within Contract Lifecycle Management (CLM) systems, including contract workflows, approval routing, document management, and related business processes.

• Coordinate testing and validation activities to ensure system enhancements meet business requirements and maintain process and data integrity.

• Serve as the primary liaison between business stakeholders, Salesforce administrators, Legal, and IT development teams to ensure successful project execution.

• Support change management initiatives, including stakeholder communications, training, documentation, and adoption of new workflows.

• Develop and maintain process documentation, standard operating procedures (SOPs), training materials, and user guides.

• Monitor implemented solutions, gather feedback, and identify opportunities for continuous process improvement.

• Partner with Operations Support to address ongoing user support, training needs, and process consistency.

No Third-Party Recruiters or Staffing Agencies

Due to the overwhelming volume of unsolicited inquiries from third-party recruiters and staffing agencies, Élan Partners is not accepting agency inquiries, candidate submissions, or solicitations for this position. To manage the volume of outreach, third-party recruiters and agencies that disregard this notice may be blocked from further communication.