Deals Technology, DealCloud Technical Product Lead - Senior Associate
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Occupation Code Skill LevelMedium Skilled
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Description
About The Role
As a Senior Associate, you will play a hands-on, embedded role within the Corporate Finance (CF) teams, supporting their day-to-day workflows and enabling DealCloud to function as a core tool for origination, collaboration, and deal execution. You will combine strong platform capability with a deep understanding of how CF and broader Deal Advisory operate, while confidently supporting senior stakeholders and contributing to strategic expansion initiatives.
You will work with a cross-functional team comprised of change management, data management, data architecture, BAU operations, and UX design to craft a platform to drive growth across CF.
What Your Days Will Look Like
As a Senior Associate, you will play a hands-on, embedded role within the Corporate Finance (CF) teams, supporting their day-to-day workflows and enabling DealCloud to function as a core tool for origination, collaboration, and deal execution. You will combine strong platform capability with a deep understanding of how CF and broader Deal Advisory operate, while confidently supporting senior stakeholders and contributing to strategic expansion initiatives.
You will work with a cross-functional team comprised of change management, data management, data architecture, BAU operations, and UX design to craft a platform to drive growth across CF.
What Your Days Will Look Like
- Embedded Support for Corporate Finance
- Work closely with CF teams to understand their workflows, pressures and data needs.
- Configure DealCloud to accurately reflect CF processes.
- Senior Stakeholder Management
- Engage confidently with Partners, Directors, Senior Managers, and CF leadership to gather requirements, resolve issues, and support informed decision-making.
- Present platform changes, issues or risks clearly for senior audiences.
- Build trusted relationships with stakeholders involved in CF transformation, reporting, and governance.
- Strategic Support for Global CF Expansion
- Support the global expansion of Corporate Finance on DealCloud, including onboarding territories and aligning data standards.
- Contribute to discussions on permissions, entity management, data residency and cross-border reporting.
- Help establish processes that scale effectively across regions.
- Expansion into Broader Deal Advisory
- Support extension of DealCloud into other teams within Deal Advisory.
- Understand each function’s workflows and help translate them into platform configuration.
- Promote standardisation where helpful and possible.
- Identify product improvement opportunities that streamline workflows and enhance reporting.
- Identify additional tools that could be used alongside DealCloud to enhance the platform to provide further value to end users.
The role is for you if:
- hands-on DealCloud experience.
- Strong understanding of Corporate Finance or Deals workflows.
- Ability to manage senior stakeholders effectively.
- Strong problem-solving skills and attention to detail.
- Ability to translate business needs into system configuration.
- Experience supporting multi-territory implementations and rollouts. (Desirable)
- Exposure to Deal Advisory functions. (Desirable)
- Familiarity with Salesforce or integrated systems. (Desirable)
No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.
We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.