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 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.,

Posted 1 week 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 Preferred candidate profile Bachelor of Tech or commerce or equivalent qualification 2+ years of experience in CRM data management, DealCloud preferred The candidate should have the ability to work independently Strong communication skills to engage with the client and managing workflow Good MS Office skills

Posted 2 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 Background Bachelor of Tech or commerce or equivalent qualification 2+ years of experience in CRM data management, DealCloud preferred The candidate should have the ability to work independently Strong communication skills to engage with the client and managing workflow Good MS Office skills

Posted 2 months ago

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