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Business Systems Trainer (DealCloud) – Hybrid NYC
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: Business Systems Trainer (DealCloud)
Location: Midtown NYC, Hybrid in-office 3 days/week
Job Description
A technology-forward investment firm in New York, NY is looking for a Business Systems Trainer specializing in DealCloud for a long-term contract. As the firm retires Salesforce, you will be the lead educator ensuring the internal workforce stays productive and informed. This is a hybrid role (3 days on-site) that includes occasional, fully compensated travel to regional hubs like Houston.
The #1 feature of this role is the impact: you are the face of a firm-wide technological evolution. We are looking for an energetic, tech-savvy communicator who can take a room full of high-performing bankers and turn them into DealCloud power users. If you love the “lightbulb moment” when a user realizes a new tool makes their life easier, this is your stage. You will get deep, hands-on experience with bespoke FinTech configurations and the opportunity to build a comprehensive training library from the ground up.
Contract Duration: 12+ Months
Required Skills & Experience
- 2–5 years of experience in corporate training, professional onboarding, or sales operations.
- Technical experience training internal staff on CRM platforms (Salesforce or DealCloud).
- Exceptional public speaking and presentation skills.
- Ability to work a hybrid NYC schedule (3 days on-site).
Desired Skills & Experience
- Background in FinTech or Capital Markets.
- Experience with video editing or creating digital training collateral (quick-start guides/FAQs).
- Experience managing training logistics for large-scale (500+) user rollouts.
What You Will Be Doing
Tech Breakdown:
- 80% DealCloud Training & Workflow Design
- 20% Microsoft Office Suite (Training Collateral)
Daily Responsibilities:
- 60% Training Delivery (In-person & Virtual)
- 20% Content Creation & Documentation
- 20% Team Collaboration & Feedback Loops
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