HC
BA - Deal Cloud
Highbridge Consulting LLC
Location not stated
Hybrid
Mid level
4 months ago
- CRM
- Change Management
- AI
- Equity
4 months ago
A leading global investment banking organization is seeking an experienced Business Analyst with strong CRM and DealCloud expertise to support strategic initiatives within its Global Technology organization. This role will partner closely with Private Capital Advisory and business stakeholders to enhance and optimize the firm's CRM ecosystem, improve operational workflows, and support enterprise reporting and data initiatives.
The ideal candidate will bring deep functional knowledge of the DealCloud platform, strong stakeholder management skills, and experience working within investment banking, private capital markets, or financial services environments.
Key Responsibilities
DealCloud Platform Ownership & Strategy
- Serve as the primary business-facing owner and subject matter expert for the DealCloud CRM platform.
- Define and support execution of CRM roadmap initiatives aligned with business priorities and user needs.
- Collaborate with banking teams, coverage groups, and technology stakeholders to identify workflow enhancements and platform optimization opportunities.
- Drive continuous improvements across dashboards, reporting, automation, user experience, and platform functionality.
- Evaluate and recommend new integrations, features, and enhancements to support evolving business requirements.
- Promote platform adoption through training sessions, user support, process improvement, and change management initiatives.
- Create and maintain user guides, documentation, and CRM best practice materials.
- Act as an escalation point for DealCloud support issues, enhancement requests, and platform-related questions.
- Identify opportunities to improve user engagement and increase CRM utilization across business teams.
- 4–6+ years of experience in Business Analysis, CRM management, business systems analysis, or enterprise application management.
- Strong hands-on experience with the DealCloud platform, including:
- Configuration & administration
- Workflows & automation
- Dashboards & reporting
- Permissions & security
- Data management
- Strong understanding of:
- Investment banking workflows
- Deal lifecycle management
- Pipeline management
- Relationship tracking
- Business development processes
- Experience leading CRM enhancement initiatives, implementations, or transformation projects.
- Proven ability to work with cross-functional stakeholders including business users, technology teams, data teams, and vendors.
- Strong organizational and multitasking skills in fast-paced environments.
- Prior experience supporting DealCloud within investment banking, private equity, asset management, or alternative investment firms.
- Familiarity with Celeste AI functionality, implementation, and use cases.
- Experience with CRM governance and enterprise data quality initiatives.
- Understanding of workflow automation, integration architecture, and process orchestration tools.
- Experience driving platform adoption and change management programs.
- Bachelor's degree in Business, Finance, Information Systems, Technology, or related field.
- Exposure to Private Capital Advisory or Capital Markets business processes.
- Experience working in highly data-driven financial services environments.
BA - Deal Cloud · Highbridge Consulting LLC