Pipeline Management (DealCloud)
Partner with deal teams and COOs to maintain accurate, up-to-date, and clean deal pipelines.
Create and maintain deals in DealCloud, ensuring required fields and pipeline attributes are captured.
Coordinate with COOs to support outreach to deal team members for updates to existing deals (stage, status, timing, ownership, and key details).
Manage tags and key datapoints so deal information flows correctly into relevant pipelines and reporting views.
Support peripheral deal administration as needed (e.g., NDA tracking, BV submissions, and related operational tasks).
Perform periodic pipeline hygiene reviews to identify and remediate stale deals, including outreach to confirm current deal status and close/archive when appropriate.
Monitor NDA submissions and inbox workflows to ensure execution dates and related milestones are appropriately tagged and reflected in the CRM.
Entity Management (Data Cortex / Intapp)




Support the business and technology teams in aligning entities to appropriate data sources, including Data Cortex, to improve data consistency and usability.
Execute entity deduplication efforts and enhance entity records with improved metadata (e.g., identifiers, classifications, relationships).
Cleanse and standardize contact names and titles, and ensure contacts are linked to Intapp data where possible to improve integrity across systems.
Relationship Intelligence (Rel Intel)
Perform cancelled meeting clean-up to improve the quality of activity and interaction data.
Conduct restricted keyword clean-up to ensure interaction data complies with internal standards and is accurately classified.
Partner with deal teams and business users to support tagging of interaction/email datapoints, including notes, to improve searchability, reporting, and relationship visibility.

📌 Senior Research Analyst Pune (India)
🏢 Crisil
📍 India