Analyst, Implementation Services

Location: Charlotte, NC



DealCloud is looking for an Implementation Analyst to join our Professional Platform Services Team. This position will handle implementing our cloud based SaaS platform. Responsibilities include consulting with our clients, understanding business process, understanding client data, prepping and normalizing data to load to our cloud based system and configuring the DealCloud platform in order to meet client needs for adopting the platform to create transparency and business intelligence.


This role is an entry level position and a provides a great opportunity to learn our platform, as well as industries we serve, from the ground up. This is an opportunity to work within an energetic professional services team. The position has growth opportunity based on performance.

What you’ll do:

You will leverage advanced Excel knowledge, SQL if necessary, and your critical thinking skills throughout projects


The Analyst should demonstrate passion and a desire to become skilled in two broad areas:

1. Data: Analyzing and understanding client data is an important factor that influences a client’s system design and the historical data migration; as such, the Analyst must be eager to understand data relationships, get in the weeds with data projects, and manipulate large data sets.

2. Technology: As a market leading Software as a Service (SaaS) company, the Data Analyst will be working with cutting edge technology solutions. A strong interest in technology and being passionate about using technology to create value for our clients is a must.


Will work directly with clients to:

1. Understand business objectives and align client data to the appropriate data model for import

2. Understand best fit for data entry into DealCloud and configure to maximize adoption

3. Configure dashboards and business intelligence to tell clients story and maximize transparency across the firm



What you’ll get:

  • Competitive compensation
  • Challenging and rewarding work
  • Generous benefits package
  • An incredible team of smart and mission-driven people to work with



What you’ll need:

  • Experience working with Excel, data insights and report creation
  • Competency with Windows OS and Microsoft Office suite
  • Strong written and verbal communication skills
  • Self-motivated, strong work ethic, and a “whatever it takes to get it done” mentality
  • Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company
  • Strong organizational and effective planning skills
  • An undergraduate business, engineering, computer science degree or other related degrees. Preferred majors, minors and concentrations include Finance, Engineering, Computer Science, Management Information Systems, and Mathematics.



Bonus if you have:

  • Experience with SaaS (cloud based) software deployments
  • Experience with SQL, Python
  • Experience working in the private equity or investment banking sector is a strong plus


About DealCloud

We are the premier platform for deal professionals in the private capital markets. DealCloud’s deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealCloud’s industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting.


DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.


Delivered as a web-based Cloud platform, DealCloud is deployed rapidly and can be easily maintained across a global network of users. The built-in customization environment enables users to leverage tailored dashboards that meet their individual needs. The platform seamlessly integrates with Microsoft Office for an intuitive user experience supported by robust reporting.


Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!



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