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DealCloud Change Management Consultant

Job

Insight Global

Remote

Full-Time

Posted 1 week ago (Updated 21 hours ago) • Actively hiring

Expires 8/6/2026

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Job Description

Job Description Insight Global is looking for change management consultants to join one of their investment banking clients in New York City. The individuals will be a part of the Investment Banking Technology Vertical and a part of the CRM team and will be responsible for change management and training initiatives around CRM transformations. Ideal candidates will have strong execution skills, adaptability, and ability to engage with senior bankers, VPs, Associates, Analysts. This is a hybrid opportunity requiring 4 days a week onsite in the office. Key Responsibilities
  • Support the execution of change management plans across IB technology projects
  • Partner with business and technology teams to coordinate communications, training, and rollout activities
  • Engage directly with bankers to gather feedback, address concerns, and drive adoption
  • Prepare stakeholder materials including presentations, training guides, and updates
  • Help manage resistance and ensure smooth transition to new tools and processes
  • Track adoption metrics and report on progress to senior stakeholders
  • Assist in identifying risks and issues related to change and escalate as needed We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review
Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements
  • 3-5 years of experience in change management or business transformation, with direct exposure to DealCloud required
  • Proven experience working in a financial services environment; preferably front office banking environment
  • Strong interpersonal skills, with the ability to effectively engage and manage stakeholders at all levels (from senior bankers to entry-level analysts)
  • Excellent communication skills, with the ability to convey information clearly and concisely