Business Systems Trainer; DealCloud - Hybrid NYC

Business Systems Trainer (Deal Cloud)

Location:

Midtown NYC, Hybrid in-office 3 days/week

A technology-forward investment firm in New York, NY is looking for a Business Systems Trainer specializing in Deal Cloud for a long-term contract. As the firm retires Salesforce, you will be the lead educator ensuring the internal workforce stays productive and informed. This is a hybrid role (3 days on-site) that includes occasional, fully compensated travel to regional hubs like Houston.

The #1 feature of this role is the impact: you are the face of a firm-wide technological evolution. We are looking for an energetic, tech-savvy communicator who can take a room full of high-performing bankers and turn them into Deal Cloud power users. If you love the "lightbulb moment" when a user realizes a new tool makes their life easier, this is your stage.

You will get deep, hands‑on experience with bespoke Fin Tech configurations and the opportunity to build a comprehensive training library from the ground up.

12+ Months

• 2–5 years of experience in corporate training, professional onboarding, or sales operations.
• Technical experience training internal staff on CRM platforms (Salesforce or Deal Cloud).
• Exceptional public speaking and presentation skills.
• Ability to work a hybrid NYC schedule (3 days on-site).

• Background in Fin Tech or Capital Markets.
• Experience with video editing or creating digital training collateral (quick-start guides/FAQs).
• Experience managing training logistics for large-scale (500+) user rollouts.

Tech Breakdown:

• 80% Deal Cloud Training & Workflow Design
• 20% Microsoft Office Suite (Training Collateral)

Daily Responsibilities:

• 60% Training Delivery (In-person & Virtual)
• 20% Content Creation & Documentation
• 20% Team Collaboration & Feedback Loops