DealCloud CRM Analyst

About the Company :

Relay Human Cloud is a young & dynamic company that helps some of the top US-based companies to expand their team internationally. Relay is a truly global company having its operations in US, India, Honduras, and Mexico (We are also adding a few more countries soon). Our core focus is to enable companies to connect with the best international talent. Relay helps its clients in majorly following areas : Accounting & Finance, Administration, Operations, Space Planning, Leasing, Data Science, Data Search, Machine Learning and Artificial Intelligence etc. Relay India operates from Ahmedabad and Vadodara offices. The principals and founders of Relay Human Cloud have been focused on delivering high-quality operations in cutting-edge companies for their entire careers.

Job Overview

We are looking for a DealCloud CRM Customization & Reporting Analyst who will serve as the go-to expert for managing, customizing, and enhancing our DealCloud platform. This role is essential for ensuring that DealCloud supports our core business processes in private markets and commercial real estate, including pipeline tracking, asset management, entity management, and lease tracking. Unlike working with one-time consultants, this is an ongoing role where you will continuously adapt the system as our business evolves—managing updates, implementing new features, and ensuring data integrity.

Key Responsibilities

System Customization & Configuration

• Customize DealCloud workflows, dashboards, data models, and templates based on evolving business needs.
• Build and maintain custom fields, forms, and layouts for tracking assets, pipelines, entities, leases, and more.

Database Management

Reporting & Analytics

Process Improvement & System Evolution

User Support & Training

Qualifications

Preferred Skills