Implementation Lead

3 weeks ago

Bengaluru, Karnataka, India ThoughtFocus Full time

About the Company

ThoughtFocus helps forward looking companies and organizations in the financial services, manufacturing, and higher education/public services sectors innovate and achieve a better future faster. Clients rely on ThoughtFocus for domain expertise, innovation, modernization, and the creative use of emerging technologies. Dedication to client success, deep expertise in leading capabilities in business and technology transformation has been the cornerstone for success to our people, clients, partners and the planet. The world's most innovative and valuable companies work with ThoughtFocus for their transformation journeys.

For 20 years, ThoughtFocus has been the trusted partner for the world's most admired organizations, solving mission-critical challenges in technology, processes, and cultural transformation. With headquarters in the U.S., the company has more than 3,000+ employees in locations spread across five countries. For more information, please visit the company website www.thoughtfocus.com.

About the Role

The ideal candidate will conduct quantitative and qualitative analysis across various projects to optimize company growth and business. You will manipulate datasets, create financial models, and summarize findings in a succinct manner for client's usage.

Responsibilities

  • Work on creating and modifying existing objects / dashboards / reports using vendor tools, primarily DealCloud.
  • Build and implement workflows in collaboration with business users.
  • Configure system settings and perform unit, integration, and acceptance testing.
  • Build custom reports, forms, fields, and relationships to support specific business processes (e.g., pipeline management, fundraising, investor relations, etc.).
  • Integrate CRM platforms with other systems using APIs, webhooks, and custom scripts (when applicable).
  • Build data models and perform investment data reporting.
  • Implement data governance and quality standards.
  • Oversee the onboarding / offboarding of users while maintaining close attention to the right permission settings.
  • Collaborate with investment teams and others to gather requirements.
  • Troubleshoot issues, provide ongoing support, and implement enhancements based on user feedback.

Qualifications

  • 7+ years of experience with CRM or deal management platform implementation, administration, or development, using tools such as DealCloud, Salesforce, or Workday. DealCloud experience is strongly preferred but not required.
  • Strong understanding of CRM systems, deal workflows, and data modeling.
  • Proficiency in configuring forms, workflows, dashboards, and roles within CRM platforms.
  • Experience with data migration, ETL processes, and integration tools.
  • Excellent communication skills. Client-facing experience preferred.
  • Strong attention to detail and a problem-solving mindset.
  • Familiarity with tools like Microsoft Office Suite, Power BI, Tableau, Excel VBA, SQL, or third-party integration platforms.

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