CRM Implementation & Training Specialist
Motion Recruitment Partners LLC.
New York, United States of America
6 days ago
Role details
Contract type
Permanent contract Employment type
Full-time (> 32 hours) Working hours
Regular working hours Languages
English Experience level
IntermediateJob location
New York, United States of America
Tech stack
Customer Data Management
Data Migration
Salesforce
Break Fix
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., 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
Requirements
- 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.
