Delivery Lead-Dealcloud

Acuity Analytics; Bengaluru; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

Acuity Analytics in Bengaluru seeks a DealCloud CRM developer to configure, customize, and enhance the platform for financial services clients, translating stakeholder needs into robust technical solutions.

You will design workflows, integrations, and automation, conduct testing and debugging, provide ongoing support, and stay abreast of new DealCloud features and AI capabilities to improve performance and decision making.

Qualifications

• Experience configuring DealCloud CRM for financial services.
• Translate stakeholder needs into technical solutions.
• Provide ongoing support and optimize performance.

Responsibilities

• Configure and customize DealCloud CRM to meet business requirements.
• Understand target systems thoroughly.
• Capture business requirements and translate them into technical solutions.
• Design, implement, and maintain workflows, scripts, and integrations within DealCloud.
• Perform system testing and debugging to ensure optimal functionality.
• Document development processes, configurations, and user guides.
• Collaborate with stakeholders to gather requirements in a global setting.

Skills

DealCloud CRM

Workflows

Integrations

Automation

Testing

Debugging

Documentation

Stakeholder collaboration

Global collaboration

Scripting

Tools

DealCloud

Job description

A candidate will be responsible for configuring, customizing, and enhancing the DealCloud CRM platform to meet complex business requirements for financial services clients. The role will translate stakeholder needs into robust technical solutions, including workflows, integrations, and automation. The developer will ensure platform stability and performance through testing, debugging, and ongoing support, while continuously leveraging new DealCloud features and AI capabilities.

Key responsibilities

• Configure and customize DealCloud CRM to meet business requirements.
• Understand target systems thoroughly
• Capture business requirements
• Advise on best practice
• Perform development and configuration
• Engage with the software development lifecycle with business members
• Collaborate with stakeholders to gather requirements and translate them into technical solutions.
• Design, implement, and maintain workflows, scripts, and integrations within DealCloud.
• Perform system testing and debugging to ensure optimal functionality.
• Provide technical support and troubleshooting for DealCloud related issues.
• Stay updated with the latest DealCloud features and best practices to continuously improve the platform.
• Document development processes, configurations, and user guides.
• Work collaboratively in a global setting, should be eager to learn new technologies
• Hands-on expertise in configuring and customizing DealCloud CRM (entities, fields, workflows, dashboards)
• Proven ability to manage and optimize deal pipelines, analytics, and reporting for decision-making
• Solid problem-solving, debugging, and troubleshooting capability with high attention to detail
• Effective stakeholder collaboration and communication in a global environment, with eagerness to learn new technologies