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DealCloud Consultant Private Equity CRM Assessment
Expert In Recruitment Solutions
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New York County, New York, United States
Location
New York County, New York
Posted
May 16, 2026
Commute
Local Area
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Job Description
Job Title: DealCloud Consultant Private Equity CRM Assessment
Location: Remote
Contract Type: Contract to Hire
Need Strong DealCloud implementation experience
Job Description:
Our client, a management consulting firm, is supporting a top-tier Private Equity firm based in California. The PE firm uses DealCloud as its CRM for fundraising and investor relations. We are looking for a DealCloud Consultant to perform a comprehensive assessment of their current platform configuration, identify areas of improvement, and provide strategic recommendations aligned with private equity best practices.
Key Responsibilities:
Conduct a full-scale assessment of the client's existing DealCloud configuration.
Evaluate data model structures, workflow automation, reporting/da...
Location: Remote
Contract Type: Contract to Hire
Need Strong DealCloud implementation experience
Job Description:
Our client, a management consulting firm, is supporting a top-tier Private Equity firm based in California. The PE firm uses DealCloud as its CRM for fundraising and investor relations. We are looking for a DealCloud Consultant to perform a comprehensive assessment of their current platform configuration, identify areas of improvement, and provide strategic recommendations aligned with private equity best practices.
Key Responsibilities:
Conduct a full-scale assessment of the client's existing DealCloud configuration.
Evaluate data model structures, workflow automation, reporting/da...