A leading financial services firm is seeking a CRM Manager to own and enhance its DealCloud platform. This is a high-impact role partnering with investment professionals, data teams, and technology stakeholders to optimize workflows, improve reporting, and drive CRM adoption across the organization.
Responsibilities
- Serve as the primary DealCloud subject matter expert and platform owner.
- Lead CRM enhancements, reporting, dashboards, automation, and user experience improvements.
- Develop and execute the CRM roadmap aligned with business goals.
- Drive user training, support, documentation, and adoption initiatives.
- Partner with business and technology teams to deliver scalable CRM solutions.
Qualifications
- 4+ years of CRM, business systems, or platform management experience.
- Strong hands-on DealCloud administration and configuration expertise.
- Understanding of investment banking, private equity, capital markets, or related financial services workflows.
- Experience leading CRM implementations, upgrades, or optimization projects.
- Excellent stakeholder management and communication skills.
Preferred
- Prior DealCloud experience within an investment bank, private equity firm, or asset manager.
- Familiarity with Celeste AI, CRM governance, data quality, and workflow automation.