CRM Implementation & Training Specialist; Hybrid NYC

Job Title: CRM Implementation & Training Specialist

Location: Midtown NYC, Hybrid 2-3 days/week

Our client, a leading investment firm, is seeking a CRM Implementation & Training Specialist for a long-term contract in New York, NY. This role bridges the gap between technical setup and user proficiency as the firm migrates from Salesforce to Deal Cloud. The position is hybrid (3 days on-site), including paid travel for regional rollouts.

This is the ultimate opportunity for a CRM pro who wants to "own" a project from end-to-end. You’ll join in the final "lab" phase of the implementation to master the system’s guts, then step onto the front lines to lead the rollout. We are looking for a problem-solver who isn’t afraid to dive into the data while also being the helpful, expert face that bankers turn to when they need help.

You’ll work under elite leadership, gaining resume-defining experience in high-stakes financial technology deployment.

Contract Duration: 12+ Months

• 2–5 years of experience in CRM implementation, data migration support, or banking operations.
• Technical familiarity with Deal Cloud architecture and user permissions.
• Practical experience working in a fast-paced Investment Banking environment.
• High-level troubleshooting skills for software-related user issues.

• Experience with Intapp integrations or Deal Cloud data schemas.
• Previous experience supporting a Salesforce-to-Deal Cloud migration project.
• Strong documentation skills for internal process standards.

• 70% Deal Cloud Configuration & Support
• 30% Salesforce Data Mapping

• 50% Hands-on Troubleshooting & Support
• 20% Implementation Testing & Validation
• 30% Internal Team Collaboration