CRM Administrator - DealCloud at Robert Walters

Role

• We are looking for a mid-level DealCloud specialist to sit at the intersection of our business and technology teams. In this role, you will be the primary owner of our DealCloud CRM platform - translating business needs into practical, well-configured solutions and ensuring the platform delivers real value across our investment teams.
• Working closely with deal teams and stakeholders, you will gather requirements, design and build solutions, and manage delivery end-to-end. Beyond configuration, you will run reporting and analysis to surface actionable insights from CRM data, support user adoption through training and demos, and maintain clear documentation of the platform as it evolves.
• The ideal candidate brings hands-on DealCloud experience, a background in an investment management environment, and a track record of turning user feedback into effective CRM enhancements - all with a practical, "clicks not code" approach.

Responsibilities

• Work with deal teams and stakeholders to understand requirements, workflows, and pain points
• Translate requirements into user stories and clear CRM solutions
• Map key business processes and identify opportunities to improve how DealCloud supports them
• Configure and build solutions in DealCloud, primarily using out-of-the-box functionality
• Work with developers where requirements go beyond configuration
• Manage the end-to-end delivery cycle – from requirements through build, testing, and release
• Run demos of new functionality, gather feedback, and iterate quickly
• Support and oversee UAT to ensure solutions meet business needs
• Maintain clear documentation of builds and changes
• Run reporting and analyses in DealCloud to track key metrics (e.g., pipeline, conversion, activity) and identify gaps
• Pull actionable insights from CRM data to support decision making
• Translate user and field feedback into clear CRM requirements and enhancements
• Train users on new functionalities
• Support ongoing platform maintenance, improvements, and adoption

Personal Characteristics

• This role sits at the intersection of business and technology in a fast-paced private equity environment. The successful candidate will be a proactive problem-solver who combines deep platform expertise with strong interpersonal skills and a genuine understanding of investment workflows. They should demonstrate the following traits:

Experience

• Strong hands-on DealCloud experience, ideally including formal training, certification, or implementation work (see here)
• Background from investment firm (e.g., Private Equity, Asset Management, Wealth Management)
• Experience in gathering requirements and translating them into practical solutions
• Hands-on experience building/configuring within CRM platforms (“clicks not code”)
• Comfortable working across business and technical teams
• Strong data literacy and comfort with reporting tools; able to interpret CRM data and present insights clearly to non-technical stakeholders
• Experience with CRM data migrations, integrations, or platform upgrades is advantageous

Attributes

• Entrepreneurial mindset - takes ownership, identifies opportunities for platform improvement proactively, and acts with initiative rather than waiting to be directed
• Performance-driven - sets high standards for their own outputs and is focused on delivering outcomes rather than just completing tasks
• Discreet and trustworthy - handles sensitive deal and relationship data with appropriate confidentiality
• Continuous improvement mindset - proactively looks for ways to make the platform work better, not just maintain the status quo; brings ideas and acts on them
• Resilient under pressure - stays composed when juggling competing priorities from multiple stakeholders in a fast-paced, high-expectation environment
• Effective at building effective, working relationships
• Collaborative in nature with excellent communication skills
• Effective influencing and negotiation skills
• Highly self-motivated, self-directed and attentive to detail
• Commercially aware and curious about how the business makes decisions