The Waypoint CLM Partners

Rita Zandbergs

Rita is a recognized leader in CLM implementation, boasting over 20 years of expertise in delivering contract management solutions. She has successfully implemented CLM solutions for 50+ organizations worldwide across diverse industries, including biopharma, healthcare, financial services, non-profits, and universities. With her deep expertise in CLM, combined with exceptional strategic insight, process design, change management, and training, Rita adeptly anticipates and resolves her clients’ complex challenges, optimizes contract processes, and empowers them to transform their contract management operations. Her ability to forge strong relationships, drive innovation, and deliver impactful results positions her as an influential force in the industry.

Mark Williams

Mark is an experienced project manager and implementation consultant with over ten years of expertise in Contract Lifecycle Management (CLM). He has successfully guided dozens of companies through CLM implementation, ongoing support, and integration development, ensuring seamless adoption and long-term success. With a strong background in Power BI, data analysis, and system optimization, Mark helps organizations unlock the full potential of their contract management solutions through actionable insights and optimized system integrations. Passionate about driving efficiency, he specializes in aligning technology with business needs to enhance contract management processes, improve scalability, and deliver measurable value.

Eric Espinosa

Eric has nearly a decade of experience with CLM implementation, SaaS implementations, and solution engineering. He has successfully implemented enterprise-level systems from the ground up and has enhanced existing contract management solutions through new value and optimization. His expertise extends to system integrations, workflow automation, and tailored configurations that maximize value for organizations. Customers frequently commend his ability to lead live User Training sessions, create comprehensive instructional materials, and provide hands-on support. Eric's deep technical knowledge, combined with his strong communication skills, ensures seamless system adoption and user engagement. He holds certifications in Conga CLM, Conga Contracts, and is a Certified Salesforce Administrator.

Rob Couch

Rob brings nearly 40 years of experience in commercial applications, with 25 years dedicated to CLM implementation focused on both application and legal services. His expertise spans business and technical operations, making him a crucial link between stakeholders and technical solutions. He consistently refines and finalizes designs in collaboration with stakeholders, then collaborates closely with technical teams to translate these designs into functional application processes for effective contract management solutions. His extensive work experience covers a diverse array of industries, including medical devices, financial and insurance services, biopharma, healthcare, government services, consumer products, and hi-tech, along with a wide range of leading vendor products including Conga/Apttus, Icertis, Malbek, and ContractPodAI, all aimed at enhancing contract optimization.

Our Certifications

Person using a pen to check off digital policy documents on a laptop.

IntelAgree

Certified Waypoint resources configure IntelAgree to fit the way you work, using AI that adapts to negotiation patterns and supports every stage of your workflow—so you stay in control while accelerating creation, review, and execution.

Ironclad

We implement Ironclad as a digital contracting platform that helps teams design workflows fast, surface contract insights, and use AI to handle the heavy lifting—from drafting and redlining to risk analysis—so you can close faster with less risk.

Agiloft

Waypoint supports Agiloft’s no-code approach to CLM so you can streamline complex processes, improve data visibility, and operationalize agreements with a platform built to help teams do more with less effort.

Conga

Certified Waypoint consultants help you standardize, customize, and automate the full contract lifecycle to speed review/approval/signature, reduce risk, and unlock better visibility across agreements.

Salesforce

We enable contract and revenue workflows on Salesforce by leveraging CRM-centered capabilities to create, store, and retrieve agreement data and streamline the end-to-end process for quicker turnaround and a more client-focused experience.

Workato

Waypoint uses Workato’s enterprise automation platform to orchestrate workflows, data, and integrations across your systems—delivering secure, governed automation that turns business events into real-time outcomes.