What are the responsibilities and job description for the Client Agreements Specialist position at DMA - DuCharme, McMillen & Associates, Inc.?
As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:
The Client Agreement Specialist ("CAS") will serve as a key member of DMA's Legal function, supporting the company's revenue-generating activities through the preparation, administration, and coordination of client engagement agreements. Working closely with sales and operations professionals and other members of the Legal team, the CAS will transform negotiated business terms into accurate, professional, and legally compliant contractual documents.
The CAS will be responsible for drafting, revising, tracking, and coordinating the execution of a range of commercial agreements, including client engagement agreements, amendments, change orders, non-disclosure agreements, and related contractual documents. The CAS will serve as an important bridge between Sales and Legal, helping to ensure agreements are prepared and processed efficiently, while maintaining consistency with DMA's contracting standards and risk management objectives.
The ideal candidate is a highly detail-oriented and responsive contracting professional with significant experience drafting business agreements in a professional services environment. This individual must be comfortable managing a high volume of concurrent requests, interacting with sales teams and client procurement and legal departments, and exercising sound judgment regarding when matters should be escalated to in-house legal counsel.
Key Responsibilities
Commercial Contract Drafting and Administration
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.
- 2026 Great Places to Work Certified
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans, eligibility begins on day one of employment
- Culturally focused on work/life balance, and the overall wellness of our employees
The Client Agreement Specialist ("CAS") will serve as a key member of DMA's Legal function, supporting the company's revenue-generating activities through the preparation, administration, and coordination of client engagement agreements. Working closely with sales and operations professionals and other members of the Legal team, the CAS will transform negotiated business terms into accurate, professional, and legally compliant contractual documents.
The CAS will be responsible for drafting, revising, tracking, and coordinating the execution of a range of commercial agreements, including client engagement agreements, amendments, change orders, non-disclosure agreements, and related contractual documents. The CAS will serve as an important bridge between Sales and Legal, helping to ensure agreements are prepared and processed efficiently, while maintaining consistency with DMA's contracting standards and risk management objectives.
The ideal candidate is a highly detail-oriented and responsive contracting professional with significant experience drafting business agreements in a professional services environment. This individual must be comfortable managing a high volume of concurrent requests, interacting with sales teams and client procurement and legal departments, and exercising sound judgment regarding when matters should be escalated to in-house legal counsel.
Key Responsibilities
Commercial Contract Drafting and Administration
- Prepare, revise, and coordinate execution of client engagement agreements, amendments, change orders, non-disclosure agreements, and related commercial documents.
- Translate business terms and commercial understandings provided by sales professionals into accurate contractual language.
- Draft agreements using approved templates, tailoring necessary documents to the specific requirements of client engagements.
- Review client-provided contract forms and prepare revisions/redlines and issue summaries for legal review.
- Ensure that agreements comply with DMA's approved contracting standards, policies, and risk management guidelines.
- Coordinate contract execution processes and maintain appropriate documentation throughout the agreement lifecycle.
- Partner closely with Sales professionals to facilitate timely preparation and completion of client agreements.
- Provide practical contract-related support throughout the sales cycle.
- Prepare summaries of contractual issues, proposed revisions, and negotiation considerations.
- Help identify non-standard contract terms requiring legal review or business approval.
- Support negotiations involving client procurement, legal, and contracting personnel.
- Track open contract issues and assist with coordinating responses and revisions.
- Prepare draft redlines and alternative language consistent with approved contracting practices and playbooks.
- Help facilitate productive communications among clients, sales professionals, operations personnel, and legal stakeholders.
- Maintain contract status tracking and provide updates regarding agreement progression and execution.
- Organize and maintain executed agreement repositories and related contract documentation.
- Assist with the ongoing management of contract templates and clause libraries.
- Identify opportunities to improve contract workflows, efficiency, standardization, and service levels.
- Support implementation of contract management tools, technologies, and process improvements.
- Collaborate closely with the Associate General Counsel and other Legal department personnel regarding agreement preparation, negotiation, and risk management matters.
- Prepare contract summaries, issue analyses, and supporting materials for legal review.
- Escalate legal, regulatory, compliance, and risk-related issues as appropriate.
- Assist with special projects and other legal department initiatives as assigned.
- Bachelor's degree or equivalent combination of education and relevant commercial contracting experience.
- Five to ten years of experience drafting, reviewing, and administering commercial agreements.
- Significant experience preparing and negotiating business contracts in a professional services, consulting, accounting, legal, or similar environment.
- Demonstrated ability to translate business discussions and negotiated terms into effective contractual language.
- Strong understanding of contract structure, terminology, and commercial agreement fundamentals.
- Exceptional attention to detail and commitment to producing accurate, high-quality work product.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong interpersonal and relationship-management skills.
- Experience working within a professional services organization.
- Experience supporting tax, consulting, accounting, legal, or advisory services engagements.
- Experience interacting with procurement and legal departments and client contract administrators.
- Paralegal certification and/or contract management certification.
- Experience using contract lifecycle management systems and electronic signature platforms.
- Familiarity with Microsoft 365 applications, including Word, Outlook, SharePoint, and related collaboration tools.
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.