DealCloud Adoption Consultant

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

• 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.

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.