Senior Associate-Dealcloud

Job purpose A candidate will be responsible for configuring, customizing, and enhancing the DealCloud CRM platform to meet complex business requirements for financial services clients. The role will translate stakeholder needs into robust technical solutions, including workflows, integrations, and automation. The developer will ensure platform stability and performance through testing, debugging, and ongoing support, while continuously leveraging new DealCloud features and AI capabilities. Key responsibilities ◼ Configure and customize DealCloud CRM to meet business requirements. ◼ Train on target technologies ◼ Understand target systems thoroughly ◼ Capture business requirements ◼ Advise on best practice ◼ Perform development and configuration ◼ Engage with the software development lifecycle with business members ◼ Collaborate with stakeholders to gather requirements and translate them into technical solutions. ◼ Design, implement, and maintain workflows, scripts, and integrations within DealCloud. ◼ Perform system testing and debugging to ensure optimal functionality. ◼ Provide technical support and troubleshooting for DealCloud related issues. ◼ Stay updated with the latest DealCloud features and best practices to continuously improve the platform. ◼ Document development processes, configurations, and user guides. ◼ Work collaboratively in a global setting, should be eager to learn new technologies

Key competencies ◼ Hands-on expertise in configuring and customizing DealCloud CRM (entities, fields, workflows, dashboards) ◼ Proven ability to manage and optimize deal pipelines, analytics, and reporting for decision-making ◼ Solid problem-solving, debugging, and troubleshooting capability with high attention to detail ◼ Strong technical skills in JavaScript, HTML, CSS, SQL, and REST/SOAP API integrations ◼ Effective stakeholder collaboration and communication in a global environment, with eagerness to learn new technologies