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Summary
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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Job Description
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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ABOUT THE COMPANY
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