| CRM Manager | Global Technology || New York, NY || Skype at New York, New York, USA |
| Email: [email protected] |
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http://bit.ly/4ey8w48 https://jobs.nvoids.com/job_details.jsp?id=3436395&uid=55866a9b7412408693e91debc7dce757 From: Sudhansu Nayak, Tek inspirations [email protected] Reply to: [email protected] Job Description - Title :: CRM Manager / Global Technology Investment Banking Location :: New York, NY MOI :: Skype NEED OLD LINKEDIN WITH DL We cannot present anyone who does not have Dealcloud exp and banker facing experience. All of the core requirements have to be met. Resumes have to cleanly formatted, not more than 2-3 pages at max, and candidate much have polished presentation and communication skills for this role. It's a very business facing role. About the job CRM Manager / Global Technology Investment Banking Role Type Full-time contract, with potential for conversion to full-time employee based on performance and business need. One-year term with high likelihood of renewal. Location New York, NY (in-office at least three days per week) Business Unit Global Technology Investment Banking Organization What is the Position A CRM Manager to join a growing Global Technology team in New York, NY focusing on strategic initiatives for the Private Capital Advisory team. Primary Responsibilities: DealCloud Platform Ownership & Strategy Serve as the primary business owner and subject matter expert for the DealCloud platform. Define and execute CRM roadmap priorities aligned with business objectives and user needs. Partner with bankers, coverage teams, and corporate functions to identify opportunities for platform optimization and workflow improvements. Drive continuous enhancement of DealCloud functionality, user experience, dashboards, reporting, and automation capabilities. Evaluate and recommend new features, integrations, and platform capabilities to support evolving business requirements. User Support, Training & Adoption Drive platform adoption through training, user support, documentation, and change management initiatives. Develop user guides, process documentation, and CRM best practice materials. Serve as escalation point for DealCloud-related support issues and enhancement requests. Identify opportunities to improve user engagement and increase platform utilization across teams. Specific Qualifications: 4-6+ years of experience in CRM management, business systems analysis, platform administration, or enterprise application management within financial services, investment banking, private equity, consulting, or related industries. Deep hands-on experience with the DealCloud platform, including configuration, administration, workflows, dashboards, reporting, permissions, and data management. Strong understanding of investment banking workflows, deal lifecycle management, pipeline management, relationship tracking, and business development processes. Proven experience leading CRM enhancement projects, implementations, or platform transformation initiatives. Experience working with cross-functional stakeholders including business users, technology teams, data teams, and external vendors. Highly organized, proactive, and capable of managing multiple concurrent initiatives in a fast-paced environment. Preferred Qualifications: Prior experience supporting DealCloud within an investment bank, private equity firm, asset manager, or alternative investment platform. Understanding of the Celeste AI functionality, implementation and use cases Experience managing CRM governance frameworks and enterprise data quality initiatives. Familiarity with automation tools, workflow orchestration, and CRM integration architecture. Experience leading platform adoption or change management programs. Bachelors degree in Business, Information Systems, Finance, Technology, or related field. Sudhansu Nayak Associate Technical Recruiter E: [email protected] C: 469-200-1647 TEK Inspirations LLC | 13573 Tabasco Cat Trail, Frisco, TX 75035 Keywords: cprogramm artificial intelligence information technology New York Texas CRM Manager | Global Technology || New York, NY || Skype [email protected] http://bit.ly/4ey8w48 https://jobs.nvoids.com/job_details.jsp?id=3436395&uid=55866a9b7412408693e91debc7dce757 |
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| 03:28 AM 10-Jun-26 |