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DealCloud Adoption Consultant (NYC Hybrid)
New York, NY, US
Consulting, Training / eLearning
Contract, Contract
$40 - $55
On-site
Other/Non Classified
New York, NY, US
$40 - $55
Contract, Contract
Other/Non Classified
On-site
Consulting, Training / eLearning
Job details
Job Title: DealCloud Adoption Consultant
Location: Midtown NYC, Hybrid in-office 3 days/week
Job Description
Our client, a premier global investment firm based in New York, NY, is seeking a DealCloud Adoption Consultant for a long-term contract engagement. This critical project involves a firm-wide migration of internal relationship intelligence and deal flow management from Salesforce to DealCloud. The role is hybrid (3 days on-site) and offers an immediate start to support a massive 500+ user rollout.
Are you ready to lead a digital transformation at one of the most respected names in finance? This isn’t just a training gig, it is a high-visibility mission to redefine how 500+ investment bankers manage their most valuable asset: their relationships. We are looking for a DealCloud expert who speaks the language of M&A and Private Equity and thrives on the energy of a “Go-Live” launch. You’ll gain incredible exposure to senior leadership while becoming the go-to authority on a platform that is rapidly becoming the industry standard for the capital markets.
Contract Duration: 12+ Months
Required Skills & Experience
- 2–5 years of experience in CRM adoption, change management, or internal implementation within Financial Services.
- Functional proficiency in DealCloud, specifically regarding pipeline management and relationship intelligence.
- Proven track record of transitioning internal users from legacy Salesforce environments.
- Strong professional presence with the ability to influence senior investment professionals.
Desired Skills & Experience
- Direct experience in Investment Banking or Private Equity operations.
- Experience creating custom training modules for specialized financial workflows.
- Ability to troubleshoot data migration issues between Salesforce and DealCloud.
What You Will Be Doing
Tech Breakdown:
- 90% DealCloud (Internal Adoption & Configuration)
- 10% Salesforce (Legacy Reference & Data Mapping)
Daily Responsibilities:
- 40% Hands-on Training & Coaching
- 20% Adoption Strategy & Documentation
- 40% Internal Stakeholder Collaboration
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