Our financial client is seeking an experienced CRM Manager with deep expertise in the DealCloud platform to lead the strategic management, optimization, and ongoing evolution of the firm’s CRM ecosystem. This individual will serve as the primary business-facing owner of the DealCloud platform, partnering closely with data teams and technology stakeholders to drive platform enhancements, improve operational workflows, and support the firm’s broader data and reporting initiatives.
Primary Responsibilities
- DealCloud Platform Ownership & Strategy
- Serve as the primary business owner and subject matter expert for the DealCloud platform.
- Define and execute CRM roadmap priorities aligned with business objectives and user needs.
- Partner with bankers, coverage teams, and corporate functions to identify opportunities for platform optimization and workflow improvements.
- Drive continuous enhancement of DealCloud functionality, user experience, dashboards, reporting, and automation capabilities.
- Evaluate and recommend new features, integrations, and platform capabilities to support evolving business requirements.
- User Support, Training & Adoption
- Drive platform adoption through training, user support, documentation, and change management initiatives.
- Develop user guides, process documentation, and CRM best practice materials.
- Serve as escalation point for DealCloud-related support issues and enhancement requests.
- Identify opportunities to improve user engagement and increase platform utilization across teams.
Specific Qualifications
- 4-6+ years of experience in CRM management, business systems analysis, platform administration, or enterprise application management within financial services, investment banking, private equity, consulting, or related industries.
- Deep hands-on experience with the DealCloud platform, including configuration, administration, workflows, dashboards, reporting, permissions, and data management.
- Strong understanding of investment banking workflows, deal lifecycle management, pipeline management, relationship tracking, and business development processes.
- Proven experience leading CRM enhancement projects, implementations, or platform transformation initiatives.
- Experience working with cross-functional stakeholders including business users, technology teams, data teams, and external vendors.
- Highly organized, proactive, and capable of managing multiple concurrent initiatives in a fast-paced environment.
Preferred Qualifications
- Prior experience supporting DealCloud within an investment bank, private equity firm, asset manager, or alternative investment platform.
- Understanding of the Celeste AI functionality, implementation and use cases
- Experience managing CRM governance frameworks and enterprise data quality initiatives.
- Familiarity with automation tools, workflow orchestration, and CRM integration architecture.
- Experience leading platform adoption or change management programs.
- Bachelor’s degree in Business, Information Systems, Finance, Technology, or related field.