Principal Consultant, Implementation Services
About the position The Principal Consultant works with an energetic professional services team and will be responsible for designing and configuring the DealCloud platform for our clients in response to their specific business requirements. As a Principal Consultant, you will be engaging with a wide variety of firms (Private Equity Firms, Investment Banks, Credit Funds, Limited Partners, etc.) to help transform their business and determine creative solutions to complex business problems. Solutions will leverage the DealCloud platform to drive process improvement, organizational change, reporting insights, and data analytics. The Principal must understand the role of technology in the operation of private capital markets firms, as well as be able to articulate the value of DealCloud's platform to both system users and executive decision-makers. The Principal Consultant will be a key representative on client engagements, with a mix of client-facing consultative work and behind the scenes platform design, configuration, data analysis, and data manipulation.
Responsibilities
- Delivering high level presentations to audiences ranging from executives to system end users
- Establishing credibility and trust with clients at all levels
- Serving as the platform subject matter expert and thought leader throughout the implementation lifecycle
- Performing user requirements analysis; facilitating business process design sessions; identifying gaps, issues and reporting risk areas as part of a software implementation delivery team
- Translating business processes and requirements into business process flow documentation, solution design, and system configurations to support client's desired future state
- Analyzing client legacy data sets to understand the impact of the data on system design
- Demonstrating technical knowledge on the entire software implementation, including activities around data mapping, data conversion, system and security configuration and user acceptance testing
- Understanding and acting upon project priorities, scope, timeline, goals, and key milestones
- Driving consensus on desired outcomes for project-related decisions
- Collaborating with internal teams to formalize best practices and refine project delivery methods for client outcomes (including Sales, Account Management, Client Success, etc)
- Actively participate and in scoping and Order Form completion
- Support/Mentor new hire(s) and Associates
- Participate and lead industry deep dives for onboarding new Implementation team members
- Actively coach team members on understanding the impact of data on system design
Requirements
- Minimum of 8-10 years experience working as part of a delivery team
- Domain expertise in private equity, investment banking, corporate development, real estate, investor relations, or legal business development
- Deep understanding of platform configurations, reporting, and workflow automation in SaaS implementations
- Proven ability to lead implementations, manage client relationships, and provide proactive solutions
- Strong experience in data migration, third-party integrations, and troubleshooting data quality issues
- Experience writing Business Process documentation and other client-facing documentation
- Strong analytical and creative problem-solving abilities
- Comfort with Microsoft Excel, familiarity with advanced Excel functions
- Ability to adapt to rapidly evolving situations
- Strong sense of personal responsibility and ownership over your work
- Willingness and love of learning new technology, new processes and procedures, and new business models
- Ability to be onsite at client offices up to 50% (local and international)
Benefits
- Competitive base salary plus variable compensation and equity
- Generous paid parental leave, including adoptive leave
- Generous Paid Time Off
- Tuition reimbursement plan
- Family Formation benefit offered by Carrot
- Wellness programs and benefits provided by Modern Health
- Paid volunteer time off and donation matching for the causes you care about
- Opportunities for personal growth and professional development supported by a community of talented professionals
- An open, collaborative environment where your background and contributions are valued
- Experience at a growing public company where you can make an impact and achieve your goals
- Open offices and kitchens stocked with beverages and snacks
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