Job Description
Our client is a well-established, deal-driven financial institution undergoing a large-scale CRM transformation, transitioning from Salesforce to DealCloud. They are seeking three CRM Specialists (3–7 years of experience) to support this high-impact initiative.
Key Responsibilities:
- Support end-to-end CRM migration activities from Salesforce to DealCloud
- Configure and optimize DealCloud to align with deal workflows and relationship management needs
- Partner with business stakeholders (bankers, deal teams) to gather requirements and drive adoption
- Develop and deliver training programs for ~500+ users across the organization
- Act as subject matter experts on DealCloud functionality and best practices
- Ensure data quality, reporting accuracy, and system usability post-migration
Qualifications:
- 3–7 years of CRM experience (DealCloud strongly preferred; Salesforce required)
- Experience supporting CRM implementations or migrations
- Strong stakeholder management and communication skills
- Experience delivering user training at scale is highly desirable
- Background in financial services, private equity, or investment banking is a plus
Compensation: $60.00 - $80.00 per hour
Who We Are
High Bridge is a bottom-up consulting firm with more than two decades of experience creating innovative solutions for the technology industry.
- • We connect thoughtfully curated talent with reputable employers in our field.
- • We partner with like-minded companies to bolster mutual success and understanding.
- • We deliver results through strategic planning and meticulous project management.
At High Bridge, we believe that success is a measure of results and process, product and person. We are proud to bring integrity and humanity to the work that we do each day. Whether we’re interviewing prospective associates, brainstorming with partners, or troubleshooting with vendors, we pledge our commitment to honesty, transparency, and good humor at every junction.
Careers
Are you passionate about technology? Do you believe in no finish lines? Are people and process the heel in your stride? High Bridge Consulting may be the next journey for you.
Here at High Bridge, our island is technology, but our village is human. We value a culture of authenticity, integrity, and creativity. We work smart, not hard, we look forward, not backward, and we love coming to work on Monday.
If you aren’t afraid of heights, join us on our bridge.
