CRM Implementation & Training Specialist (Hybrid NYC)

Job Title: CRM Implementation & Training Specialist Location: Midtown NYC, Hybrid 2-3 days/week Job Description Our client, a leading investment firm, is seeking a CRM Implementation & Training Specialist for a long-term contract in New York, NY. This role bridges the gap between technical setup and user proficiency as the firm migrates from Salesforce to DealCloud. The position is hybrid (3 days on-site) and includes paid travel for regional rollouts. This is the ultimate opportunity for a CRM pro who wants to "own" a project from end-to-end. You’ll join the final lab phase of the implementation to master the system’s guts, then step onto the front lines to lead the rollout. We are looking for a problem-solver who isn’t afraid to dive into the data while also being the helpful, expert face that bankers turn to when they need help. You’ll work under elite leadership, gaining resume-defining experience in high-stakes financial technology deployment. Contract Duration: 12+ Months Required Skills & Experience 2–5 years of experience in CRM implementation, data migration support, or banking operations. Technical familiarity with DealCloud architecture and user permissions. Practical experience working in a fast-paced Investment Banking environment. High-level troubleshooting skills for software-related user issues. Desired Skills & Experience Experience with Intapp integrations or DealCloud data schemas. Previous experience supporting a Salesforce-to-DealCloud migration project. Strong documentation skills for internal process standards. What You Will Be Doing Tech Breakdown 70% DealCloud Configuration & Support 30% Salesforce Data Mapping Daily Responsibilities 50% Hands-on Troubleshooting & Support 20% Implementation Testing & Validation 30% Internal Team Collaboration #J-18808-Ljbffr