DealCloud is the premier deal management and CRM solution for firms in the private capital markets. The Implementation Analyst will work within an energetic professional services team and will be responsible for designing and configuring the DealCloud platform for our clients in response to their specific business requirements. The role is a mix of client-facing consultative work and behind the scenes platform design, configuration, data analysis, and data manipulation.
The Implementation Analyst should demonstrate passion in and a desire to become skilled in four broad areas:
Technology: As a market-leading Software as a Service (SaaS) company, the Implementation Analyst will be working with cutting edge technology solutions. A strong interest in technology and is passionate about using technology to create value for our clients is a must.
Client facing skills: A significant amount of day-to-day responsibilities will involve communicating with clients, both on the phone or via email. Strong written and verbal communication skills are required for success.
Private Capital Markets: In order to speak confidently and authoritatively to our clients, the Implementation Analyst must either have or be willing to be trained about private equity and investment banking front office business operations.
Data: Analyzing and understanding client data is an important factor that influences a client's system design; as such, the Implementation Analyst must be eager to understand data relationships and the interplay between data and business requirements.
Participating in requirement gathering sessions onsite at client offices or virtually via web conferencing (potential travel up to 30%)
Documenting client requirements
Configuring the DealCloud platform in response to requirements
Analyzing client legacy data sets to understand the impact of the data on system design
Working with Microsoft Excel to map, collate, and normalize disparate data sets for import into DealCloud
Providing consultative system design and industry best practice recommendations throughout an implementation
Holding both clients and internal team members accountable to project timelines and budgets
Organization, effective time management, and ability to multi-task
Passion for delivering high-quality outcomes
Ability to work under tight deadlines
Experience working as part of a team
Lead client meetings and communications
Strong analytical and creative problem-solving abilities
Comfort with Microsoft Excel, familiarity with basic Excel functions
Ability to adapt to rapidly evolving situations
Strong sense of personal responsibility and ownership over your work
Willingness and love of learning new technology, new processes and procedures, and new business models
Our job is to power our clients' deal-making process with a high tech software platform, and create long-lasting relationships with them.
DealCloud was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors.
From M&A advisory to buy-side due diligence, our unique solutions drive collaboration and efficiency throughout all stages of the deal marketing or principal investing process. The DealCloud team has more than 150 years of execution experience in the private capital markets and we apply our knowledge to a highly specific vertical technology offering combined with unmatched support of clients in major financial centers worldwide.