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DealCloud SME

Job

Mission Staffing

Union City, NJ (In Person)

Full-Time

Posted 5 days ago (Updated 1 day ago) • Actively hiring

Expires 7/8/2026

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Job Description

DealCloud SME at Mission Staffing DealCloud SME at Mission Staffing in Union City, New Jersey Posted in 1 day ago.
Type:
full-time
Job Description:
A leading financial services firm is seeking a DealCloud CRM Lead to support the ongoing management, enhancement, and optimization of its DealCloud platform. This role offers an excellent opportunity for someone with hands-on DealCloud experience to partner with investment, investor relations, business development, and operations teams to improve workflows, reporting, data integrity, and user adoption across the organization.
Responsibilities include:
Serve as the primary administrator and subject matter expert for the DealCloud CRM platform Manage user access, permissions, workflows, dashboards, and system configurations Partner with business stakeholders to gather requirements and implement process improvements within DealCloud Maintain data quality and integrity through ongoing audits, cleansing, and governance initiatives Create and customize reports, dashboards, and analytics for investment professionals and senior management Support integrations between DealCloud and other internal/external systems Troubleshoot system issues and provide end-user support and training Assist with onboarding new users and driving platform adoption across business teams Collaborate with vendors and internal technology teams on enhancements, upgrades, and new functionality Document business processes, system changes, and best practices
Requirements:
3+ years of experience administering or supporting DealCloud CRM Experience working within an investment management, private equity, hedge fund, venture capital, investment banking, or financial services environment Strong understanding of CRM workflows, reporting, data management, and business process optimization Experience gathering business requirements and translating them into system solutions Advanced Excel skills; experience with reporting and data analysis tools is preferred Strong problem-solving skills with exceptional attention to detail Excellent communication skills and ability to work directly with investment professionals and senior stakeholders Experience with CRM integrations, data migrations, and platform enhancements is a plus Bachelor's degree required; technical or business-related degree preferred