DealCloud CRM Analyst

Relay Human Cloud is a dynamic company that assists top US-based companies in expanding their teams globally. With operations in the US, India, Honduras, and Mexico, Relay aims to connect companies with international talent in areas such as Accounting & Finance, Administration, Operations, Data Science, and Artificial Intelligence. The company's founders have a strong background in delivering high-quality operations for cutting-edge companies. We are seeking a DealCloud CRM Customization & Reporting Analyst to manage, customize, and enhance our DealCloud platform. This role is crucial in ensuring that DealCloud effectively supports our business processes in private markets and commercial real estate, including pipeline tracking, asset management, entity management, and lease tracking. Key Responsibilities: - Customizing DealCloud workflows, dashboards, data models, and templates based on evolving business needs. - Building and maintaining custom fields, forms, and layouts for tracking assets, pipelines, entities, leases, and more. - Ensuring data accuracy, integrity, and consistency across all DealCloud records. - Creating custom reports and dashboards for deal pipeline, asset performance, and leasing activity. - Identifying opportunities to improve workflows and streamline business processes through CRM automation. Qualifications: - 2+ years of hands-on experience with DealCloud CRM or similar platforms. - Strong background in CRM architecture, data modeling, and workflow automation. - Proficiency in reporting tools, dashboard design, and data analytics. - Advanced Excel skills and ability to handle large datasets. - Understanding of private markets or commercial real estate operations. - Excellent problem-solving and communication skills. Preferred Skills: - Experience migrating from Salesforce or customizing Salesforce environments. - Familiarity with SQL and BI tools (Power BI, Tableau) for advanced analytics. - Ability to manage system upgrades and feature rollouts independently. If you have a passion for CRM customization and reporting, along with a strong analytical mindset, we encourage you to apply for this exciting opportunity at Relay Human Cloud.,