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DealCloud Consultant
Job Location:
Job Location:
New York City, NY - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
8 September 2026 (6 days ago)
Posted:
Application Deadline:
6 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our client is seeking an experienced DealCloud 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
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
- 1015 years of professional experience in CRM consulting investment technology or related domains
- Demonstrated expertise in DealCloud implementation configuration and Celeste upgrade/migration projects
- Strong domain knowledge in Asset 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
Required Experience:
Contract
