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CRM Implementation & Training Specialist (Hybrid NYC)
New York, NY, US
Consulting
Contract, Contract
$40 - $55
On-site
Other/Non Classified
New York, NY, US
$40 - $55
Contract, Contract
Other/Non Classified
On-site
Consulting
Job details
Job Title: CRM Implementation & Training Specialist
Location: Midtown NYC, Hybrid 2-3 days/week
Job Description
Our client, a leading investment firm, is seeking a CRM Implementation & Training Specialist for a long-term contract in New York, NY. This role bridges the gap between technical setup and user proficiency as the firm migrates from Salesforce to DealCloud. The position is hybrid (3 days on-site), including paid travel for regional rollouts.
This is the ultimate opportunity for a CRM pro who wants to “own” a project from end-to-end. You’ll join in the final “lab” phase of the implementation to master the system’s guts, then step onto the front lines to lead the rollout. We are looking for a problem-solver who isn’t afraid to dive into the data while also being the helpful, expert face that bankers turn to when they need help. You’ll work under elite leadership, gaining resume-defining experience in high-stakes financial technology deployment.
Contract Duration: 12+ Months
Required Skills & Experience
- 2–5 years of experience in CRM implementation, data migration support, or banking operations.
- Technical familiarity with DealCloud architecture and user permissions.
- Practical experience working in a fast-paced Investment Banking environment.
- High-level troubleshooting skills for software-related user issues.
Desired Skills & Experience
- Experience with Intapp integrations or DealCloud data schemas.
- Previous experience supporting a Salesforce-to-DealCloud migration project.
- Strong documentation skills for internal process standards.
What You Will Be Doing
Tech Breakdown:
- 70% DealCloud Configuration & Support
- 30% Salesforce Data Mapping
Daily Responsibilities:
- 50% Hands-on Troubleshooting & Support
- 20% Implementation Testing & Validation
- 30% Internal Team Collaboration
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