Principal Consulting Lead (DealCloud CRM)

Location: New York, United States

Company

hirify.global is a growing public software company focused on solutions for professional and financial services organizations.

What you will do

• Lead delivery of the largest and most complex enterprise client implementations, aligning engagements with business objectives and long-term client success.
• Resolve critical client issues, manage escalations, mitigate delivery risks, and maintain executive stakeholder confidence.
• Design scalable consulting frameworks with Consulting Managers to support team development, knowledge sharing, and consistent delivery quality.
• Represent client needs in the product feedback loop and collaborate with Product, Program Governance, Architecture, and Technology teams to influence roadmap evolution.
• Lead initiatives that improve delivery methodologies, operational efficiency, and innovation across the consulting organization.
• Support pre-sales by shaping solution scope, developing order forms, and aligning proposed deliverables with client expectations.

Requirements

• 10+ years of experience in enterprise consulting, software implementation, or strategic client delivery.
• 5+ years of specialized experience with DealCloud CRM, or CRM experience in financial services, private equity, or investment banking.
• Experience leading large-scale, complex client engagements with executive-level stakeholders.
• Strong escalation management, strategic problem-solving, communication, facilitation, and leadership skills.
• Experience and willingness to execute mentoring and coaching programs in consulting or professional services.
• Ability to influence product strategy through structured feedback and collaborate across Technology, Product, and Governance.

Culture & Benefits

• Modern, collaborative, and flexible work environment.
• Professional development opportunities and reimbursement for training and continuing education.
• Wellness programs, flexible time off, and family-formation benefits.
• Paid volunteer time off and donation matching.
• Modern open offices with complimentary lunches and stocked kitchens.

Hiring process

• The interview process generally includes three or more virtual or in-person meetings.