The Waypoint CLM Partners

Our team

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.

Ian Connerty

Ian is a seasoned sales and professional services leader with over 20 years of experience delivering Contract Lifecycle Management (CLM) solutions across North America, EMEA, and APAC. He has worked across industries such as Healthcare, Technology, Transportation, Financial Services, Government, and Manufacturing, helping organizations maximize the value of their CLM investments. With deep expertise in CLM implementation for complex enterprises, Ian aligns technology with business needs to streamline contract processes, improve compliance, and enhance efficiency. Passionate about delivering results, he assists businesses in optimizing their contract management solutions through innovative strategies, best practices, and a customer-centric approach that drives long-term success.

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.

Conga CLM

Waypoint CLM Partners specializes in CLM implementation, providing tailored contract management solutions that align with your unique contract workflows and business needs. From configuration to user training and long-term support, we ensure a smooth rollout and sustained success with your CLM investment, focusing on effective contract optimization.

Conga Contracts for Salesforce

We assist organizations with CLM implementation and contract management solutions for Salesforce by ensuring seamless integration, tailored configuration, and end-user enablement. Our team offers expert guidance, training, and ongoing support focused on contract optimization to maximize adoption and deliver measurable value from day one.

Conga Composer

Waypoint CLM Partners specializes in CLM implementation, helping teams maximize the benefits of Conga Composer by designing and deploying tailored document generation solutions that leverage your Salesforce data. Our contract management solutions ensure your users can create accurate, professional, and pixel-perfect documents quickly and efficiently—every time. With our focus on contract optimization, we streamline the document creation process for better results.

Conga Contracts

Our team’s roots run deep with Conga Contracts (formerly Novatus). Many of Waypoint’s senior partners have worked at Conga on this product in particular, providing us with unmatched insight into not only how the platform functions but also how to effectively execute CLM implementation and transition to other contract management solutions. This expertise also aids in contract optimization strategies.

Salesforce

Waypoint’s consultants are Salesforce admin certified, bringing deep platform expertise to every CLM implementation, as well as to the contract management solutions and contract optimization processes we support.

Workato

Waypoint leverages certified Workato expertise to design and deploy seamless CLM implementations, providing effective contract management solutions that automate workflows across your business systems with speed and precision, ensuring optimal contract optimization.