DealCloud CRM Implementation & Training Lead (Hybrid)
Motion Recruitment
Motion Recruitment Partners LLC is seeking a CRM Implementation & Training Specialist in New York, NY, for a long-term contract. In this hybrid role, you will bridge technical setups with user proficiency as the firm transitions from Salesforce to DealCloud. This position offers the chance to own a project from start to finish, with opportunities for hands-on troubleshooting and user support. Join the final lab phase leading to a significant rollout in investment banking technology. #J-18808-Ljbffr Motion Recruitment
- Job Title DealCloud Adoption Consultant Location Midtown NYC, Hybrid in-office 3 days/week Job... ...Are you ready to lead a digital... ...This isn’t just a training gig, it is a high... ...of experience in CRM adoption, change... ...management, or internal implementation within Financial...ImplementationCRMLong term contractContract workWork at officeImmediate start3 days per week
- Motion Recruitment Partners LLC is seeking a Business Systems Trainer specializing in DealCloud for a long-term contract in New York City. This hybrid role involves training internal staff, ensuring they become proficient with new technologies as the firm transitions away...SuggestedLong term contract
- Motion Recruitment is seeking a Business Systems Trainer specializing in DealCloud to lead training efforts within a technology-forward investment firm in New York, NY. This hybrid role requires you to be on-site three days a week and will involve developing a comprehensive...Suggested3 days per week
- 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... ...firm migrates from Salesforce to DealCloud. The position is hybrid (3 days...ImplementationCRMLong term contractContract work2 days per week3 days per week
- Insight Global is seeking a DealCloud CRM Manager in New York City to manage and optimize the DealCloud CRM platform for its Private Capital... ...management and a Bachelor's degree in a relevant field. This hybrid position requires 4 days onsite in NYC, promoting a diverse...CRM
$87.36k - $120.64k
...Job Title: Senior Consultant, Training Strategy Lead Location: Remote, East Coast Preferred Description... ...firm specializing in the design, implementation, and evaluation of public health programs... ...Salesforce implementations or other CRM, permitting, inspection, case management...ImplementationCRMFull timeTemporary workWork at officeLocal areaRemote workHome officeVisa sponsorshipWork visaShift work- ...expectations. Essential Responsibilities Train, develop and support on‑site staff... ...standards. Provide seamless communication, implementation, and execution of Executive‑team... ...with experience in the service industry. CRM experience preferred—Salesforce a plus....ImplementationCRMWork at office
$96.3k - $116.43k
...Customer Relationship Management (CRM), applicant management... ...ages. Combines sound technical implementation with a strong eye for design,... ...(UX) across systems. Leads various efforts for major system... ...details. IIE offers a flexible hybrid work environment which leverages...ImplementationCRMFull timeWork experience placementWork at officeRemote workFlexible hoursAfternoon shift- ...Education Collaborative of WNY is seeking a highly motivated Implementation and Training Specialist to support schools and organizations using the... ...a collaborative learning environment. This full-time hybrid position combines remote work with in-person collaboration...ImplementationCRMFull timeRemote work
- ...Job Title: CRM Manager Location: New York, NY (Hybrid) This premier global financial services firm... ...facing owner of the firm's DealCloud ecosystem. Reporting... ...management. Proven track record of leading CRM enhancement projects, implementations, or platform transformation...ImplementationCRMWork at officeImmediate startWorldwideFlexible hours
- ...and engineering teams to implement data quality controls,... ...practices. This is a hybrid role in Midtown, NYC requiring... ...and decisions Support training materials and... ...defining and enforcing CRM data entry standards and... ...management platforms (DealCloud, Salesforce) Experience...ImplementationCRM3 days per week
$100k - $115k
...Define concrete business requirements for the CRM and ancillary back-end platforms to ensure... ...Financial Partners and Sales Executives to drive implementation of strategic projects as well as core sales operational processes Lead ad-hoc sales operations projects...ImplementationCRMFull timeLocal area- QUEST DIAGNOSTICS INC is seeking an experienced Training Manager. This role is responsible for implementing and managing training programs across various facilities... ...training team and resources. The role offers a hybrid work model of 3 days in office and 2 days working...Work at officeWork from home
- ...Banking IT. The successful candidate will manage IT projects related to Banking CRM applications using Salesforce, lead engineering teams, and ensure the delivery of high-quality solutions. This hybrid role involves mentoring team members and collaborating with stakeholders...CRM
$90k - $110k
...candidate has 8-10 years of relevant experience and proficiency with CRM systems like Salesforce. The position offers a salary range of $... ...including medical and dental insurance. Working arrangements are hybrid or remote based on location. #J-18808-Ljbffr Talent Road LLCCRMRemote job- Executive Recruiter - Hybrid - New York, NY LHH Recruitment Solutions, part of the Adecco... ...business through candidate and client leads, referrals, and marketing initiatives.... ...Problem‑solving skills with creative solution implementation. Business acumen and market insight....ImplementationCRMTemporary workWork at officeLocal area
- ...will partner with Sales and Account Management to enhance scalable CRM workflows that improve efficiency. The ideal candidate has 2-5+... ..., including Generative AI tools. This position offers a hybrid work schedule with excellent benefits including health, dental,...CRM
- Location: Hybrid (Remote / NYC) | Experience: 3+ years | Full-Time What You'll Do Lead end-to-end onboarding Run kickoff calls and align... ...years in Customer Success / Implementation (B2B SaaS) Early-stage startup... ...Strong onboarding experience CRM expertise (Salesforce /...ImplementationCRMFull timeRemote work
- ...legal environments, coupled with hands‑on CRM implementation, migration, or optimization experience.... ...certification. Key Responsibilities: Lead end‑to‑end project planning, execution,... ...knowledge of Agile, Waterfall, and hybrid project methodologies. Excellent communication...ImplementationCRM
- Jibe Ventures is seeking a Customer Success Manager to lead the onboarding process in a hybrid work environment. You will run kickoff calls, configure integrations... ...in early-stage startups. Strong onboarding and CRM expertise (Salesforce/HubSpot) are essential for...CRM
$54.5k - $88k
...seeking a Practice Support Administrator in New York, NY. This hybrid role requires managing administrative and marketing tasks across... ...of support including calendar management, content creation, and CRM management. Candidates must have a Bachelor’s degree and 2+ years...CRM- ...inquiries, prepare reports, and coordinate marketing efforts. This hybrid role involves both onsite and remote work. You should have a... ...degree and 1-3 years of relevant experience, particularly with CRM systems like Salesforce. We value strong organizational skills and...CRMRemote work
- ...record types, and automation features. Implement and maintain Salesforce objects, fields,... ...and supporting Salesforce or comparable CRM platforms in a production environment. 4... ...Experience working with Agile, Scrum, or hybrid delivery methodologies. 1 Preferred Experience...ImplementationCRMRemote work
$45 per hour
...Operations Analyst (Hybrid) – $45/Hour Pay Rate: $45.00 per hour Job Type: Contract (6... ...ensure accuracy and compliance. Support the implementation and scaling of new program initiatives.... ...and Power Automate. Salesforce or other CRM platform experience. Ability to...ImplementationCRMHourly payPermanent employmentContract workRemote workMonday to FridayFlexible hours$130k - $150k
Davis Polk & Wardwell LLP is seeking a Legal Document Trainer / Document Specialist in New York. This hybrid position focuses on providing top-notch training for new hires and existing staff in document production processes, ensuring high-quality standards. The role requires...- ...Marketing team, responsible for leading key US Federal proposals... ...staff. This will be a hybrid position including a combination... ...on the secure server and CRM. Participate in strategic... ...to development and implementation of internal training on core processes and tools...ImplementationCRMDaily paidWork at officeRemote workRelocation package
- ...transition of client wins into implementation and operations, acting as a... ...activities and forecasts in the CRM system. Deliver effective... ...five (5) years of experience leading consultative sales cycles to... .... Experience selling complex hybrid CX solutions in the outsourcing...ImplementationCRM
$5,000 per month
...persuasive sales presentations. Lead negotiations and close deals... ...detailed documentation in CRM systems to ensure visibility... ...and achievable. Partner with implementation and support teams to ensure client... .... Ability to work in a hybrid environment (Tues–Thurs onsite...ImplementationCRMWork at office- ...Solutions Architect Precise Resource, Inc. is a leading privately held Women's Business... ...contractors to define: Deployment models (cloud, hybrid, multi‑cloud) Integration timelines and... ...teams, including Engineering, Implementation, Customer Success, InfoSec, and Finance...ImplementationCRMFor contractors
$75 - $85 per hour
...critical bridge between their CRM and Contact Center teams.... ...Architecture & Design: Design and lead the development of an... ...technical requirements and guide implementation strategy. AI and Analytics: Architect... ...of Enterprise Architecture (Hybrid Miami or New York) Hialeah,...ImplementationCRMContract workRemote work
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