DealCloud Consultant (Temporary)

Atlantic Group; Stamford (CT); Hybrid; USD 137,760; Full time

Job summary

A recruiting firm is seeking a temporary DealCloud Consultant in Stamford, CT. The role involves leading the implementation and optimization of DealCloud, enhancing workflows, and managing data effectively in a fast-paced environment. Ideal candidates will possess at least 5 years of relevant experience in financial services, a strong educational background in finance or business, and hands-on technical skills with DealCloud and Excel. This hybrid role offers competitive compensation.

Qualifications

• 5+ years of experience implementing or optimizing DealCloud in financial services.
• Strong understanding of investment workflows and CRM usage.
• Technical skills in CRM systems and data analysis.

Responsibilities

• Lead configuration and expansion of DealCloud across teams.
• Design and implement workflows to improve data usability.
• Collaborate with investment and operations teams to gather requirements.
• Standardize and structure data for accuracy and efficiency.
• Build dashboards and reporting tools within DealCloud.

Skills

DealCloud implementation

Stakeholder management

Data analysis

Problem-solving

Communication

Education

Bachelor’s degree in Finance, Business, Information Systems

Tools

DealCloud

Advanced Excel

Job description

Job Overview – DealCloud Consultant (Temporary)

Compensation: $100/hour

Location: Stamford, CT

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a DealCloud Consultant (Temporary) in Stamford, CT for our client, supporting CRM implementation, system optimization, and data management within an investment management environment. In this temporary role, you will enhance DealCloud usage, improve workflows and reporting, and partner with stakeholders to drive adoption of scalable CRM solutions.

Responsibilities as the DealCloud Consultant:

• System Implementation: Lead configuration and expansion of DealCloud across investment and investor relations teams.
• Workflow Optimization: Design and implement workflows to improve data capture, organization, and usability.
• Stakeholder Collaboration: Partner with investment, IR, and operations teams to gather requirements and align system functionality.
• Data Management: Standardize and structure data to ensure accuracy, consistency, and reporting efficiency.
• Reporting & Analytics: Build dashboards and reporting tools within DealCloud to support decision-making.

Qualifications for the DealCloud Consultant:

• Education: Bachelor’s degree in Finance, Business, Information Systems, or a related field is preferred.
• Experience: 5+ years of experience implementing or optimizing DealCloud within investment management or financial services environments.
• Industry Knowledge: Strong understanding of investment workflows, investor relations processes, and CRM usage within private equity, credit, or asset management.
• Technical Skills: Hands-on experience with DealCloud configuration, CRM systems, and advanced Excel for data analysis and reporting.
• Skills & Attributes: Demonstrates strong problem-solving, communication, and stakeholder management skills with the ability to operate in a fast-paced environment.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.