Senior Associate-Dealcloud

Job purpose

A candidate will be responsible for configuring, customizing, and enhancing the DealCloud CRM platform to meet complex business requirements for financial services clients

The role will translate stakeholder needs into robust technical solutions, including workflows, integrations, and automation

The developer will ensure platform stability and performance through testing, debugging, and ongoing support, while continuously leveraging new DealCloud features and AI capabilities

Key responsibilities

Configure and customize DealCloud CRM to meet business requirements

Train on target technologies

Understand target systems thoroughly

Capture business requirements

Advise on best practice

Perform development and configuration

Engage with the software development lifecycle with business members

Collaborate with stakeholders to gather requirements and translate them into technical solutions

Design, implement, and maintain workflows, scripts, and integrations within DealCloud

Perform system testing and debugging to ensure optimal functionality

Provide technical support and troubleshooting for DealCloud related issues

Stay updated with the latest DealCloud features and best practices to continuously improve the platform

Document development processes, configurations, and user guides

Work collaboratively in a global setting, should be eager to learn new technologies

Key competencies

Hands-on expertise in configuring and customizing DealCloud CRM (entities, fields, workflows, dashboards)

Proven ability to manage and optimize deal pipelines, analytics, and reporting for decision-making

Solid problem-solving, debugging, and troubleshooting capability with high attention to detail

Strong technical skills in JavaScript, HTML, CSS, SQL, and REST/SOAP API integrations

Effective stakeholder collaboration and communication in a global environment, with eagerness to learn new technologies