DealCloud CRM Analyst Relay Human Cloud India

2.0 - 6.0 years

0 Lacs

ahmedabad, all india

On-site

Role Overview: As a DealCloud CRM Customization & Reporting Analyst at Relay Human Cloud, your main responsibility will be to manage, customize, and enhance the DealCloud platform to support core business processes in private markets and commercial real estate. Your role will involve continuous system adaptation, including updates, new feature implementation, and data integrity maintenance. Key Responsibilities: - Customize DealCloud workflows, dashboards, data models, and templates according to evolving business needs. - Build and maintain custom fields, forms, and layouts for tracking assets, pipelines, entities, leases, and more. - Ensure data accuracy, integrity, and consistency across a...

Posted 4 days ago

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DealCloud CRM Analyst Relay Human Cloud India

2.0 - 6.0 years

0 Lacs

ahmedabad, gujarat

On-site

You are a DealCloud CRM Customization & Reporting Analyst at Relay Human Cloud, responsible for managing, customizing, and enhancing the DealCloud platform to support core business processes in private markets and commercial real estate. Your role involves continuous adaptation of the system to evolving business needs, ensuring data integrity, creating custom reports and dashboards, identifying process improvement opportunities, providing user support and training, and documenting system processes and changes. Key Responsibilities: - Customize DealCloud workflows, dashboards, data models, and templates based on evolving business needs. - Build and maintain custom fields, forms, and layouts f...

Posted 2 months ago

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DealCloud CRM Analyst Relay Human Cloud India

2.0 - 6.0 years

0 Lacs

ahmedabad, gujarat

On-site

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 rea...

Posted 5 months ago

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Associate-CRM Acuity Knowledge Partners

2.0 - 4.0 years

5 - 7 Lacs

Gurugram

Work from Office

Role & responsibilities • Managing data and pipeline status on CRM • Updating meeting notes and other deal related data for investment bank team Take new initiatives and share ideas for reporting and managing data on CRM Ability to think critically and analyzing results Assist in database management, coordination with various stakeholders Excellent working knowledge of DealCloud CRM Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs P...

Posted 7 months ago

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Associate - CRM (Deal Cloud) Acuity Knowledge Partners

2.0 - 4.0 years

9 - 11 Lacs

Gurugram

Work from Office

Key Responsibilities Managing data and pipeline status on CRM Updating meeting notes and other deal related data for investment bank team Take new initiatives and share ideas for reporting and managing data on CRM Ability to think critically and analyzing results Assist in database management, coordination with various stakeholders Excellent working knowledge of DealCloud CRM Manage project timelines and quality of deliverables in a manner to ensure high client satisfaction Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs Required...

Posted 7 months ago

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