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DealCloud Adoption Consultant (NYC Hybrid)

New York, NY, US • Posted 1 day ago • Updated 56 minutes ago

Contract W2

On-site

$40 - $55/hr

Fitment

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Job Details

Skills

Migration
Mergers and Acquisitions
Energy
Leadership
Capital Market
Customer Relationship Management (CRM)
Change Management
Financial Services
Pipeline Management
Management
Investment Banking
Private Equity
Finance
Workflow
Data Migration
Salesforce.com
Data Mapping
Training
Coaching
Documentation
Collaboration

Summary

Job Title: DealCloud Adoption Consultant
Location: Midtown NYC, Hybrid in-office 3 days/week

Job Description

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.

Contract Duration: 12+ Months

Required Skills & Experience

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.

What You Will Be Doing
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

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10105282
Position Id: 873553
Posted 1 day ago

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