Pipeline Management (DealCloud)
- Partner with deal teams and COOs to maintain accurate, up-to-date, and clean deal pipelines.
- Create and maintain deals in DealCloud, ensuring required fields and pipeline attributes are captured.
- Coordinate with COOs to support outreach to deal team members for updates to existing deals (stage, status, timing, ownership, and key details).
- Manage tags and key datapoints so deal information flows correctly into relevant pipelines and reporting views.
- Support peripheral deal administration as needed (e.g., NDA tracking, BV submissions, and related operational tasks).
- Perform periodic pipeline hygiene reviews to identify and remediate stale deals, including outreach to confirm current deal status and close/archive when appropriate.
- Monitor NDA submissions and inbox workflows to ensure execution dates and related milestones are appropriately tagged and reflected in the CRM.
Entity Management (Data Cortex / Intapp)
- Support the business and technology teams in aligning entities to appropriate data sources, including Data Cortex, to improve data consistency and usability.
- Execute entity deduplication efforts and enhance entity records with improved metadata (e.g., identifiers, classifications, relationships).
- Cleanse and standardize contact names and titles, and ensure contacts are linked to Intapp data where possible to improve integrity across systems.
Relationship Intelligence (Rel Intel)
- Perform cancelled meeting clean-up to improve the quality of activity and interaction data.
- Conduct restricted keyword clean-up to ensure interaction data complies with internal standards and is accurately classified.
- Partner with deal teams and business users to support tagging of interaction/email datapoints, including notes, to improve searchability, reporting, and relationship visibility.
