Job Title: DealCloud Consultant Private Equity CRM Assessment

Location: Remote

Contract Type: Contract to Hire











Need Strong DealCloud implementation experience


Job Description:

Our client, a management consulting firm, is supporting a top-tier Private Equity firm based in California. The PE firm uses DealCloud as its CRM for fundraising and investor relations. We are looking for a DealCloud Consultant to perform a comprehensive assessment of their current platform configuration, identify areas of improvement, and provide strategic recommendations aligned with private equity best practices.


Key Responsibilities:

Conduct a full-scale assessment of the client's existing DealCloud configuration.

Evaluate data model structures, workflow automation, reporting/da...