Job Description
Insight Global is seeking a DealCloud CRM Manager to join one of their investment banking and advisory clients in New York City. The DealCloud CRM Manager will support strategic initiatives for its Private Capital Advisory team and will own and drive the optimization of the firm’s DealCloud CRM platform. The individual will be partnering closely with business stakeholders, data teams, and technology to enhance workflows, reporting, and overall platform effectiveness. This is a hybrid role requiring 4 days a week onsite in the NYC office.

Key Responsibilities:
•Act as the primary business owner and SME for the DealCloud platform
•Define and execute CRM roadmap aligned to business goals and user needs
•Partner with front-office teams and internal stakeholders to identify workflow and process improvements
•Drive enhancements across dashboards, reporting, automation, and user experience
•Evaluate and implement new features, integrations, and capab...