BSA / Consultant

3 months ago


Canada Robert Half Full time

We are seeking a skilled and motivated Business Systems Analyst (BSA) / Consultant with experience in DealCloud to join our team. The ideal candidate will have a strong background in financial services or private equity, with deep expertise in DealCloud implementation, configuration, and optimization. This role requires the ability to collaborate with stakeholders, gather and analyze business requirements, and translate them into effective solutions using the DealCloud platform.


Qualifications:

  • Experience:
  • 3+ years of experience as a Business Systems Analyst, Consultant, or in a similar role.
  • Proven experience with DealCloud implementation, configuration, and management.
  • Experience in financial services, private equity, or related industries is highly desirable.


Technical Skills:

  • Proficiency in DealCloud or similar CRM and deal management platforms.
  • Strong understanding of data management, including data integration and migration.
  • Familiarity with SQL, reporting tools, and data visualization is a plus.


Preferred Qualifications:

  • DealCloud certification or extensive experience with the platform.
  • Project management experience or certification (e.g., PMP).
  • Experience with other CRM systems, financial systems, or data visualization tools.


Application Process: If you meet the qualifications and are excited about the opportunity to work with a dynamic team, please submit your resume today.