Customer Relationship Management Administrator

No Third Parties please~only w-2- Cannot sponsor candidates at this time. In person interview- local to Charlotte!

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DealCloud Administrator / Developer (Tier 3 Support)Charlotte, NC (hybrid, onsite 3 days a week)Contract Duration: 2 yearsOverviewWe’re looking for an experienced CRM professional to configure, enhance, and support the firm’s Intapp DealCloud platform. This person will be the top-level technical expert for DealCloud, owning complex configuration work and resolving Tier 3 issues that come up from the help desk and business users. DealCloud experience is preferred, but we’re open to strong Salesforce administrators or developers who are motivated to learn DealCloud.ResponsibilitiesConfigure and maintain DealCloud objects, fields, layouts, workflows, dashboards, and reports to support deal, relationship, fundraising, and portfolio processesServe as the Tier 3 escalation point, diagnosing and resolving complex issues with data, configuration, permissions, and integrationsGather requirements from deal teams, investor relations, business development, and operations, and translate them into scalable configurationManage user access, security groups, and entitlementsSupport integrations with Outlook, email and calendar capture, Excel, data providers, and other systems through APIs and connectorsRun data imports, cleanup, deduplication, and quality controlsTest and deploy releases and enhancements, and document configuration changesWork with Intapp support and partners on product issues and roadmap itemsTrain power users and create support documentationRequirements3+ years of hands-on CRM configuration experience in one of the following:Intapp DealCloud, orSalesforce (custom objects, flows, page layouts, permission sets, reports and dashboards), with a strong interest in learning DealCloudProven experience handling Tier 3 or escalated technical support for a CRM platformStrong understanding of CRM data xzbcwsv modeling, workflows, security, and reportingExperience with CRM integrations, including Outlook and email capture, Excel, and APIsWorking knowledge of SQL and data analysisAble to explain technical issues clearly to non-technical usersAble to work onsite in Charlotte 3 days a weekPreferredDirect Intapp DealCloud configuration experienceIntapp DealCloud certification, or Salesforce Administrator or Platform App Builder certificationUnderstanding of private capital, investment banking, or professional services workflowsScripting or API experience (Python, PowerShell, or REST)Experience migrating from Salesforce or Backstop to DealCloud