Senior Technical Analyst – DealCloud

Job Title: Senior Technical Analyst – DealCloud
Duration: 7 Months Contract
Location: Boston, MA – Hybrid (3 Days Onsite Preferred) / Remote Considered

Responsibilities

• Manage day-to-day DealCloud administration and application support.
• Configure and maintain workflows, dashboards, reports, automation, and platform settings.
• Handle user provisioning, roles, permissions, and access-related requests.
• Troubleshoot application and data issues and coordinate resolutions.
• Support data quality, governance, validation, and platform maintenance activities.
• Gather requirements from business stakeholders and translate them into DealCloud solutions.
• Participate in enhancements, testing, upgrades, deployments, and release activities.
• Support integrations between DealCloud and other applications.
• Assist with data migration and related validation activities.
• Create user guides and training documentation and assist with user adoption.

• 3–5+ years of DealCloud administration, implementation, configuration, or support experience.
• Experience with DealCloud CRM functionality and deal pipeline processes.
• Background in Private Equity, Investment Management, Financial Services, Asset Management, or similar industries.
• Strong experience with workflow configuration, dashboards, reporting, and automation.
• Knowledge of relationship management and data governance.
• Strong business requirements gathering and stakeholder communication skills.
• Excellent analytical and problem-solving abilities.

• SQL
• Power BI
• REST APIs / API integrations
• Data migration
• CRM integrations
• UAT / application testing
• Release and upgrade management