Sr Associate - DealCloud Implementation (W2)

Title: Senior Associate – DealCloud Implementation

Location: Boston, MA

Duration: 7 Months

Visa: No H1b

W2 Role

DealCloud SME:

• Must have Strong DealCloud implementation experience.
• DealCloud Application Support
• Deal Cloud Configuration.

Day to day:

• This person will mainly serve as the key support resource for application support and administration
• Act as the technical support for DealCloud including escalation support, ticket management and resolution, and day-to-day platform administration
• Mentioned for candidates with deeper DealCloud expertise they may give them additional responsibilities including translating technical requirements, defining and optimizing business workflows, driving platform enhancements, and supporting projects

Technical requirements:

• DealCloud
• SQL
• Power BI
• Snowflake

Job description from the client:

Role Overview

The Senior Associate – DealCloud Implementation is responsible for leading and supporting the end-to-end delivery, optimization, and ongoing support of DealCloud across the organization. The role blends daily application support (which is critical), project management, hands-on configuration, data stewardship, and stakeholder engagement to ensure the platform is adopted effectively and continuously improved to meet business needs.

The ideal candidate possesses strong analytical and technical capabilities, excellent communication skills, and experience implementing and supporting DealCloud in a financial services or investment management environment.

Key Responsibilities

Project Delivery & Implementation

• Lead DealCloud implementation workstreams, ensuring delivery on scope, timeline, and quality. The platform is fully operational and a key enabler for expanding client and product offering.
• Translate business requirements into functional specifications, configuration tasks, and structured implementation plans.
• Configure DealCloud entities, workflows, dashboards, reporting and integrations in line with business needs.
• Coordinate data migration activities, including data mapping, cleansing, validation, and testing.
• Run UAT cycles: prepare test scripts, support end-user testing, track defects, and manage remediation efforts.
• Ensure technical and procedural documentation is created and maintained.
• Partner closely with business and technology stakeholders to deliver enhancements and project rollouts.

Application Support & Administration

• Act as technical support for DealCloud, troubleshooting issues, analyzing root causes, and liaising with the vendor when needed.
• Maintain platform stability and performance through proactive monitoring and administrative best practices.
• Manage user provisioning, permissions, security policies, and data governance procedures.
• Maintain system configurations, workflows, validations, and automated processes.
• Track, prioritize, and resolve support tickets within agreed SLAs.

Training & Change Management

• Develop and deliver training programs, guides, and release notes to drive user adoption.
• Support the change-management agenda for new features, processes, and releases.
• Serve as a trusted advisor to users, helping embed best practices in workflow design and data capture.

Required Skills & Experience

• 3–5 years' experience in DealCloud / CRM implementation or administration (DealCloud strongly preferred).
• Experience in financial services, private equity, investment management, or related industries.
• Strong understanding of pipeline management, deal workflows, fund structures, relationship management, and reporting.
• Proficiency in system configuration, data modelling, dashboard/report building, and process automation.
• Experience delivering technical projects and coordinating multiple stakeholders.
• Strong analytical mindset with excellent problem-solving skills and attention to detail.
• Outstanding communication skills, with the ability to translate between technical and non-technical audiences.
• Ability to manage competing priorities in a fast-paced environment.

Thanks & Regards.

Aviral Sapra

Voto Consulting LLC

Direct #: