DealCloud Adoption Consultant (NYC Hybrid)
Motion Recruitment Partners LLC, New York, NY, United States
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. 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
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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. 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
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