Senior Consultant/Manager - DealCloud Specialist

About Alpha Alternatives 

Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients. 

Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovation comes from within, and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants, as well as professionals who have experienced the challenges and enabling technologies firsthand. 

The Opportunity 
This position will be part of the Front and Middle Office segment in North America under the CRM Practice, one of the fastest growing areas at Alpha Alternatives. As a DealCloud Subject Matter Expert (SME), you will play a pivotal role in implementing and optimizing DealCloud builds on a variety of project types and for a variety of clients. You will collaborate closely with cross-functional teams to understand business requirements, configure the platform, and ensure seamless integration with existing systems. Your expertise will drive efficiency, enhance data accuracy, and empower our clients to make informed investment decisions. In return, you can expect learning and development opportunities tailored to your unique interests and motivations. You will be given the skills, knowledge, and opportunities to progress in your career with compelling and challenging engagements. 

The ideal candidate will have the DealCloud Platform Manager certification and an understanding of our clients’ business development processes such as deal sourcing, pipeline management, fundraising, and investor relations. You will be a critical member of client engagement teams participating in the entire life cycle of designing and implementing best-practice and bespoke operating models. You will be responsible for creating client-facing documentation including current state / future state analysis, strategic design, initiative prioritization, sequencing, road-mapping, and a phased approach to delivery. Through that journey, it will be important for you to build strong client relationships of trust and domain experience. As you build knowledge and experience, you will become a credible advisor to junior consultants within the organization, as well as your clients, helping them accelerate the delivery of products and services to their users. As Alpha Alternatives continues its growth as a leader in Private Markets Technology, your ability to stay at the forefront of innovative solutions will be critical. 

Responsibilities 

• Engage with our clients on projects including system selection, implementation and advisory inclusive of target operating models, CRM best practice advisory, processes evaluation, platform delivery, and enablement
• Act as DealCloud SME and implement DealCloud solutions
• Collaboration with stakeholders to understand business needs and translate requirements into technical specifications
• Conduct thorough analysis of existing processes to identify opportunities for improvement and automation
• Provide training and support to end-users, ensuring proficient utilization of technology platforms
• Monitor system performance, troubleshoot issues, and implement enhancements to optimize functionality
• Stay abreast of industry trends and best practices for DealCloud and other CRMs
• Learn other private markets-focused CRMs (e.g. InvestorFlow, Backstop, etc.) 

 
Qualifications and Skills 

• DealCloud Platform Manager Certification or similar
• Proven experience in implementing DealCloud on the client or vendor side
• Strong understanding of investment products, asset classes, and CRM/deal origination principles
• Understanding of our private market clients’ businesses and how to tailor solutions to best fit their operating model
• Effective communication skills with the ability to identify improvement opportunities in a client's operating model
• Ability to understand and elicit requirements from client stakeholders through interviews or working sessions
• Ability to think through complex problems and effectively communicate problems and potential solutions to the client and colleagues
• Passion for teaching our clients new methods and ways of working
• Experience supporting project execution and guiding clients through complex technology transformation initiatives
• Experience in constructing client deliverables including Business Requirement Document (BRD), Process Flows, Functional Capability Matrix, Project Plans / Roadmaps, Data Dictionary, IT Architecture Design, Data Flow Diagrams
• Experience defining, communicating, and tracking metrics for success
• Experience in management consulting, technology or operating in the Private Markets Investment Industry
• Experience with data analysis tools (e.g., Excel, Tableau, Power BI)
• Firsthand experience with other CRM solutions such as Affinity, Altiva, Backstop, Dynamo CRM, InvestorFlow, and Salesforce is a plus
• Business development experience from a professional services firm is a plus 

Compensation and Benefits 

• Learning and development: Vast opportunities for self-development with unlimited access to LinkedIn Learning.
• Flexible working: Promoting work-life balance with a flexible schedule.
• Community events: A range of social events and meetups.
• 25 days of holiday in addition to public holidays.
• Supplemented medical, dental, and vision coverage.
• 401(k) with employer match.
• Wellness initiatives to promote healthy working, including gym reimbursement and remote work technology allowance.
• Access to discounted travel, tickets, events, and more through our benefit partner. 

There are various factors considered in compensation decisions, including skill sets, experience, training, and licensure. A reasonable estimate of the salary range is $90,000 to $150,000, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.