Job Description

Job Title: Implementation Lead

Experience: 10+ years

Location: Bangalore (Hybrid)

Notice Period: Immediate to 15 days

Primary Responsibilities:

Work on creating and modifying existing objects / dashboards / reports using vendor tools, primarily DealCloud. Build and implement workflows in collaboration with business users. Configure system settings and perform unit, integration, and acceptance testing. Build custom reports, forms, fields, and relationships to support specific business processes (e.g., pipeline management, fundraising, investor relations, etc.). Integrate CRM platforms with other systems using APIs, webhooks, and custom scripts (when applicable). Build data models and perform investment data reporting. Implement data governance and quality standards. Oversee the onboarding / offboarding of users while maintaining close attention to the right permission settings. Collaborate with investment teams and other to gather requirements. Troubleshoot issues, provide ongoing support, and implement enhancements based on user feedback.
Stakeholder Engagement & Communication

Serve as the primary point of contact for the platform(s). Build strong relationships with internal teams, clients, and tech partners. Communicate project status, risks, and issues to senior management and stakeholders.
Qualifications:

7+ years of experience with CRM or deal management platform implementation, administration, or development, using tools such as DealCloud, Salesforce, or Workday. DealCloud experience is strongly preferred, but not required. Strong understanding of CRM systems, deal workflows, and data modeling. Proficiency in configuring forms, workflows, dashboards, and roles within CRM platforms. Experience with data migration, ETL processes, and integration tools. Excellent communication skills. Client-facing experience preferred Strong attention to detail and a problem-solving mindset. Familiarity with tools like Microsoft Office Suite, Power BI, Tableau, Excel VBA, SQL, or third-party integration platforms.
Job Type: Full-time

Work Location: In person