Business Systems Trainer (DealCloud) - Hybrid NYC
Motion Recruitment Partners, New York, NY, United States
Business Systems Trainer (DealCloud) - Hybrid NYC
New York, New York
Hybrid
Contract
$40/hr - $55/hr
Job Title:
Business Systems Trainer (DealCloud)
Location:
Midtown NYC, Hybrid in-office 3 days/week
Job Description
A technology‑forward investment firm in New York, NY is looking for a Business Systems Trainer specializing in DealCloud for a long‑term contract. As the firm retires Salesforce, you will be the lead educator ensuring the internal workforce stays productive and informed. This is a hybrid role (3 days on‑site) that includes occasional, fully compensated travel to regional hubs like Houston.
The #1 feature of this role is the impact: you are the face of a firm‑wide technological evolution. We are looking for an energetic, tech‑savvy communicator who can take a room full of high‑performing bankers and turn them into DealCloud power users. If you love the "lightbulb moment" when a user realizes a new tool makes their life easier, this is your stage. You will get deep, hands‑on experience with bespoke FinTech configurations and the opportunity to build a comprehensive training library from the ground up.
Contract Duration: 12+ Months
Required Skills & Experience
2–5 years of experience in corporate training, professional onboarding, or sales operations.
Technical experience training internal staff on CRM platforms (Salesforce or DealCloud).
Exceptional public speaking and presentation skills.
Ability to work a hybrid NYC schedule (3 days on‑site).
Desired Skills & Experience
Background in FinTech or Capital Markets.
Experience with video editing or creating digital training collateral (quick‑start guides/FAQs).
Experience managing training logistics for large‑scale (500+) user rollouts.
What You Will Be Doing
Tech Breakdown:
80% DealCloud Training & Workflow Design
20% Microsoft Office Suite (Training Collateral)
Daily Responsibilities
60% Training Delivery (In‑person & Virtual)
20% Content Creation & Documentation
20% Team Collaboration & Feedback Loops
You will receive the following benefits:
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long‑Term & Short‑Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match with pre and post‑tax options
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre‑tax Commuter Benefit
529 College Saver Plan
Equal Opportunity Employer
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full‑time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.
Specialization
Consulting
Training / eLearning
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New York, New York
Hybrid
Contract
$40/hr - $55/hr
Job Title:
Business Systems Trainer (DealCloud)
Location:
Midtown NYC, Hybrid in-office 3 days/week
Job Description
A technology‑forward investment firm in New York, NY is looking for a Business Systems Trainer specializing in DealCloud for a long‑term contract. As the firm retires Salesforce, you will be the lead educator ensuring the internal workforce stays productive and informed. This is a hybrid role (3 days on‑site) that includes occasional, fully compensated travel to regional hubs like Houston.
The #1 feature of this role is the impact: you are the face of a firm‑wide technological evolution. We are looking for an energetic, tech‑savvy communicator who can take a room full of high‑performing bankers and turn them into DealCloud power users. If you love the "lightbulb moment" when a user realizes a new tool makes their life easier, this is your stage. You will get deep, hands‑on experience with bespoke FinTech configurations and the opportunity to build a comprehensive training library from the ground up.
Contract Duration: 12+ Months
Required Skills & Experience
2–5 years of experience in corporate training, professional onboarding, or sales operations.
Technical experience training internal staff on CRM platforms (Salesforce or DealCloud).
Exceptional public speaking and presentation skills.
Ability to work a hybrid NYC schedule (3 days on‑site).
Desired Skills & Experience
Background in FinTech or Capital Markets.
Experience with video editing or creating digital training collateral (quick‑start guides/FAQs).
Experience managing training logistics for large‑scale (500+) user rollouts.
What You Will Be Doing
Tech Breakdown:
80% DealCloud Training & Workflow Design
20% Microsoft Office Suite (Training Collateral)
Daily Responsibilities
60% Training Delivery (In‑person & Virtual)
20% Content Creation & Documentation
20% Team Collaboration & Feedback Loops
You will receive the following benefits:
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long‑Term & Short‑Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match with pre and post‑tax options
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre‑tax Commuter Benefit
529 College Saver Plan
Equal Opportunity Employer
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full‑time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.
Specialization
Consulting
Training / eLearning
#J-18808-Ljbffr