A candidate will be responsible for configuring, customizing, and enhancing the DealCloud CRM platform to meet complex business requirements for financial services clients. The role will translate stakeholder needs into robust technical solutions, including workflows, integrations, and automation. The developer will ensure platform stability and performance through testing, debugging, and ongoing support, while continuously leveraging current DealCloud features and AI capabilities.
Key responsibilities
Configure and customize DealCloud CRM to meet business requirements.
Train on target technologies
Understand target systems thoroughly
Capture business requirements
Advise on best practice
Perform development and configuration
Engage with the software development lifecycle with business members
Collaborate with stakeholders to gather requirements and translate them into technical solutions.
Design, implement, and maintain workflows, scripts, and integrations within DealCloud.
Perform system testing and debugging to ensure optimal functionality.
Provide technical support and troubleshooting for DealCloud related issues.
Stay updated with the latest DealCloud features and best practices to continuously improve the platform.
Document development processes, configurations, and user guides.
Work collaboratively in a global setting, should be eager to learn recent technologies.