DealCloud Consultant

Expert In Recruitment Solutions

🇺🇸 United States

Remote

Mid level

2 months ago

Change Management
CRM

Equity

2 months ago

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Our client is seeking an experiencedDealCloud Consultant to conduct a comprehensive assessment of their current platform environment and support their strategic upgrade to DealCloud Celeste. This role combines deep platform expertise with advisory consulting to optimize configuration, identify improvement opportunities, and deliver a structured implementation roadmap.
Responsibilities & Qualifications

Conduct comprehensive health checks and assessments of existing DealCloud environments, including platform configuration, data models, workflows, permissions, and integrations
Evaluate current reporting capabilities and user adoption metrics to identify usability improvements and optimization opportunities
Develop detailed functional and technical recommendations to address identified gaps, risks, and considerations prior to Celeste migration
Collaborate with business stakeholders to gather requirements, understand pain points, and align on solution priorities
Support planning and strategy for DealCloud Celeste upgrade, including best practices and migration roadmap development
Create implementation roadmaps, documentation, and presentations outlining the path forward for the Celeste transition
Provide expert guidance on platform optimization and change management to ensure successful adoption

Requirements

10–15 years of professional experience in CRM consulting, investment technology, or related domains
Demonstrated expertise inDealCloud implementation, configuration, and Celeste upgrade/migration projects
Strong domain knowledge inAsset Management,Private Equity,Venture Capital, or similar investment technology environments
Proven ability to assess platform health, conduct gap analysis, and deliver actionable recommendations
Excellent stakeholder management and communication skills, with ability to present findings to both technical and business audiences
Strong documentation and solution design capabilities
Track record of supporting complex technology transitions and user adoption initiatives

DealCloud Consultant · Expert In Recruitment Solutions

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