DealCloud Legal CRM Consultant (Mid-Level)

We are seeking a mid-level DealCloud Legal CRM Consultant to support the administration, optimization, and enhancement of our DealCloud platform within a legal and professional services environment. This individual will work closely with attorneys, business development teams, marketing, and IT stakeholders to improve CRM processes, support user adoption, and help drive strategic CRM initiatives., * Administer and support the DealCloud CRM platform, including configuration, maintenance, and user support

• Partner with legal, business development, and operations teams to gather requirements and improve CRM processes
• Configure dashboards, workflows, pipelines, reports, and custom fields within DealCloud
• Support CRM data integrity initiatives, including data cleanup, deduplication, imports, and governance
• Assist with CRM enhancements, integrations, and migration-related projects
• Troubleshoot user issues and provide ongoing training and support to end users
• Collaborate with IT and external vendors on system updates, integrations, and platform improvements
• Create user documentation, process guides, and training materials
• Support reporting and analytics requests for leadership and business development teams
• Participate in testing, QA, and rollout activities for new functionality and enhancements

The ideal candidate will have hands-on DealCloud experience, strong relationship-management skills, and a solid understanding of CRM workflows in legal, consulting, or professional services organizations., * 3-5 years of CRM consulting, administration, or CRM support experience

• Hands-on experience with DealCloud CRM
• Experience working within:
• Legal firms
• Professional services organizations
• Financial services environments
• Strong understanding of CRM workflows, relationship management, and pipeline tracking
• Experience with data management, imports/exports, and CRM governance best practices
• Strong communication and stakeholder management skills
• Ability to manage multiple priorities and work independently in a fast-paced environment
• Strong problem-solving and analytical skills

Preferred Qualifications

• Experience supporting CRM implementations or migrations
• Familiarity with SQL, Power BI, Excel reporting, or data visualization tools
• Experience with integrations, APIs, or workflow automation tools
• Exposure to platforms such as Salesforce, InterAction, or other enterprise CRM systems
• Prior consulting or client-facing experience preferred.