DealCloud SME

A leading financial services firm is seeking a DealCloud CRM Lead to support the ongoing management, enhancement, and optimization of its DealCloud platform. This role offers an excellent opportunity for someone with hands-on DealCloud experience to partner with investment, investor relations, business development, and operations teams to improve workflows, reporting, data integrity, and user adoption across the organization.

Responsibilities include:

• Serve as the primary administrator and subject matter expert for the DealCloud CRM platform
• Manage user access, permissions, workflows, dashboards, and system configurations
• Partner with business stakeholders to gather requirements and implement process improvements within DealCloud
• Maintain data quality and integrity through ongoing audits, cleansing, and governance initiatives
• Create and customize reports, dashboards, and analytics for investment professionals and senior management
• Support integrations between DealCloud and other internal/external systems
• Troubleshoot system issues and provide end-user support and training
• Assist with onboarding new users and driving platform adoption across business teams
• Collaborate with vendors and internal technology teams on enhancements, upgrades, and new functionality
• Document business processes, system changes, and best practices

Requirements:

• 3+ years of experience administering or supporting DealCloud CRM
• Experience working within an investment management, private equity, hedge fund, venture capital, investment banking, or financial services environment
• Strong understanding of CRM workflows, reporting, data management, and business process optimization
• Experience gathering business requirements and translating them into system solutions
• Advanced Excel skills; experience with reporting and data analysis tools is preferred
• Strong problem-solving skills with exceptional attention to detail
• Excellent communication skills and ability to work directly with investment professionals and senior stakeholders
• Experience with CRM integrations, data migrations, and platform enhancements is a plus
• Bachelor's degree required; technical or business-related degree preferred

A leading financial services firm is seeking a DealCloud CRM Lead to support the ongoing management, enhancement, and optimization of its DealCloud platform. This role offers an excellent opportunity for someone with hands-on DealCloud experience to partner with investment, investor relations, business development, and operations teams to improve workflows, reporting, data integrity, and user adoption across the organization.

Responsibilities include:

• Serve as the primary administrator and subject matter expert for the DealCloud CRM platform
• Manage user access, permissions, workflows, dashboards, and system configurations
• Partner with business stakeholders to gather requirements and implement process improvements within DealCloud
• Maintain data quality and integrity through ongoing audits, cleansing, and governance initiatives
• Create and customize reports, dashboards, and analytics for investment professionals and senior management
• Support integrations between DealCloud and other internal/external systems
• Troubleshoot system issues and provide end-user support and training
• Assist with onboarding new users and driving platform adoption across business teams
• Collaborate with vendors and internal technology teams on enhancements, upgrades, and new functionality
• Document business processes, system changes, and best practices

Requirements:

• 3+ years of experience administering or supporting DealCloud CRM
• Experience working within an investment management, private equity, hedge fund, venture capital, investment banking, or financial services environment
• Strong understanding of CRM workflows, reporting, data management, and business process optimization
• Experience gathering business requirements and translating them into system solutions
• Advanced Excel skills; experience with reporting and data analysis tools is preferred
• Strong problem-solving skills with exceptional attention to detail
• Excellent communication skills and ability to work directly with investment professionals and senior stakeholders
• Experience with CRM integrations, data migrations, and platform enhancements is a plus
• Bachelor's degree required; technical or business-related degree preferred

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