Job Information
Motion Recruitment Partners DealCloud Adoption Consultant (NYC Hybrid) in New York, New York
DealCloud Adoption Consultant (NYC Hybrid)
New York, New York
Hybrid
Contract
$40/hr - $55/hr
Job Title: DealCloud Adoption Consultant
Location: Midtown NYC, Hybrid in-office 3 days/week
Job Description
Our client, a premier global investment firm based in New York, NY, is seeking a DealCloud Adoption Consultant for a long-term contract engagement. This critical project involves a firm-wide migration of internal relationship intelligence and deal flow management from Salesforce to DealCloud. The role is hybrid (3 days on-site) and offers an immediate start to support a massive 500+ user rollout.
Are you ready to lead a digital transformation at one of the most respected names in finance? This isn't just a training gig, it is a high-visibility mission to redefine how 500+ investment bankers manage their most valuable asset: their relationships. We are looking for a DealCloud expert who speaks the language of M&A and Private Equity and thrives on the energy of a "Go-Live" launch. You’ll gain incredible exposure to senior leadership while becoming the go-to authority on a platform that is rapidly becoming the industry standard for the capital markets.
Contract Duration: 12+ Months
Required Skills & Experience
2–5 years of experience in CRM adoption, change management, or internal implementation within Financial Services.
Functional proficiency in DealCloud, specifically regarding pipeline management and relationship intelligence.
Proven track record of transitioning internal users from legacy Salesforce environments.
Strong professional presence with the ability to influence senior investment professionals.
Desired Skills & Experience
Direct experience in Investment Banking or Private Equity operations.
Experience creating custom training modules for specialized financial workflows.
Ability to troubleshoot data migration issues between Salesforce and DealCloud.
What You Will Be Doing
Tech Breakdown:
90% DealCloud (Internal Adoption & Configuration)
10% Salesforce (Legacy Reference & Data Mapping)
Daily Responsibilities:
40% Hands-on Training & Coaching
20% Adoption Strategy & Documentation
40% Internal Stakeholder Collaboration
You will receive the following benefits:
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match with pre and post-tax options
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre-tax Commuter Benefit
529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.
Specialization:
Consulting
Training / eLearning