DealCloud Implementation Lead - FinTech Delivery

Partners Capital Investment Group; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading investment group in Greater London is searching for a DealCloud Implementation Principal to manage the end-to-end delivery and ongoing support of the DealCloud platform. You will lead project management, configuration tasks, and application support, ensuring effective platform usage and optimization. Candidates must have 5-7 years of experience in DealCloud implementation, strong analytical capabilities, and excellent communication skills. Competitive compensation and benefits are provided, alongside opportunities for professional growth.

Benefits

Private medical insurance

Life insurance

Income protection

Pension contributions

Flexible working model

Qualifications

• 5-7 years’ experience in DealCloud / CRM implementation.
• Experience in financial services, private equity, or investment management.
• Strong understanding of pipeline management and deal workflows.

Responsibilities

• Lead DealCloud implementation workstreams ensuring timely delivery.
• Act as technical support for DealCloud troubleshooting.
• Build strong relationships with business users to align needs.

Skills

Analytical mindset

Technical communication

Problem-solving skills

Stakeholder management

Tools

SQL

Power BI

Job description

A leading investment group in Greater London is searching for a DealCloud Implementation Principal to manage the end-to-end delivery and ongoing support of the DealCloud platform. You will lead project management, configuration tasks, and application support, ensuring effective platform usage and optimization. Candidates must have 5-7 years of experience in DealCloud implementation, strong analytical capabilities, and excellent communication skills. Competitive compensation and benefits are provided, alongside opportunities for professional growth.