Senior Research Analyst - CRM and Entity Data Operations Analyst

Job description

**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. Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.