Consultant (CRM)

Holland Mountain; Greater London; On-site; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Private healthcare

Generous pension contributions

Hybrid working (London Bridge)

Work from anywhere up to 5 days per yr

25 days’ annual leave (28 with service

Life Assurance

Industry‑leading benefits package

Job summary

Holland Mountain is hiring a Consultant (CRM) in London to lead CRM transformation programs for Private Markets clients. You will own CRM implementations, partner with senior stakeholders and help clients adopt technology that delivers measurable value.

The role blends consulting, business analysis and technology delivery, with responsibility for timelines, risks and successful outcomes across hybrid projects in a premier services firm.

Qualifications

• Experience delivering CRM implementations in a consulting or professional services setting.
• Ability to translate business needs into technical CRM solutions.
• Strong stakeholder management and communication skills.
• Experience with CRM platforms like DealCloud or Salesforce.

Responsibilities

• Lead CRM implementation projects and workstreams from requirements gathering through to configuration, testing, deployment and post-go-live support.
• Support the implementation and optimisation of CRM platforms such as DealCloud, Salesforce or similar enterprise systems.
• Work with senior business stakeholders to understand business processes, gather requirements and translate these into functional solutions.
• Conduct business analysis, identify process improvements and solve complex operational and systems challenges.
• Facilitate workshops, document business and functional requirements and ensure alignment between business needs and technical delivery.
• Configure CRM platforms and support data migration, UAT, training and Production releases.
• Build trusted client relationships, managing expectations throughout implementation and change programmes.

Skills

CRM implementations

DealCloud

Salesforce

Business analysis

Stakeholder management

Project leadership

Tools

DealCloud

Salesforce

Job description

Consultant (CRM)

Private Markets | Professional Services | London (Hybrid)

Drive CRM transformation for leading Private Capital firms

Are you passionate about helping clients transform the way they manage relationships, data and business processes?

At Holland Mountain, our Consultants work with some of the world's leading Private Capital firms to deliver CRM and business transformation programmes that improve efficiency, strengthen data quality and enable better decision‑making.

As part of our Professional Services team, you'll take ownership of CRM implementation projects, partner with senior stakeholders and help clients successfully adopt technology that delivers measurable business value.

About Holland Mountain

We're a global leader in consulting and data solutions for the Private Markets industry. Since 2009, we've partnered with Private Capital managers to deliver smarter analytics, operational excellence and lasting value through our award‑winning ATLAS data platform.

Winners of The Drawdown's 2025 PE Service Provider Awards:

• Best Advisory / Consultancy
• Best Technology for Data

Trusted, respected and growing fast.

The Role: What You'll Do

As a Consultant (CRM), you'll play a leading role in delivering CRM and business transformation projects from discovery through to production deployment. Working closely with clients and internal teams, you'll ensure successful implementations that meet business objectives and deliver lasting value.

You will:

• Lead CRM implementation projects and workstreams from requirements gathering through to configuration, testing, deployment and post-go-live support.
• Support the implementation and optimisation of CRM platforms such as DealCloud, Salesforce or similar enterprise systems.
• Work with senior business stakeholders to understand business processes, gather requirements and translate these into functional solutions.
• Conduct business analysis, identify process improvements and solve complex operational and systems challenges.
• Facilitate workshops, document business and functional requirements and ensure alignment between business needs and technical delivery.
• Configure CRM platforms and support data migration, User Acceptance Testing (UAT), training and Production releases.
• Build trusted client relationships, managing expectations throughout implementation and change programmes.
• Independently manage projects or workstreams, taking ownership of timelines, risks, deliverables and successful outcomes.
• Support wider operational transformation and technology-enabled change initiatives across Private Markets clients.
• Collaborate with technical teams, data specialists and client stakeholders to ensure high‑quality project delivery.
• Identify opportunities to enhance client value and contribute to future consulting engagements.
• Contribute to internal best practice, knowledge sharing and Consultant-led initiatives across Holland Mountain.

This role is ideal for someone who enjoys combining consulting, business analysis and technology delivery while working directly with clients on high‑profile CRM transformation programmes.

What'You Bring

We're looking for someone who has experience delivering CRM and business transformation projects within a consulting or professional services environment.

Ideally, you'll have:

• Experience supporting or delivering CRM implementations using platforms such as DealCloud, Salesforce or similar.
• Strong business analysis and problem‑solving skills, particularly within CRM, data or enterprise systems environments.
• Experience gathering requirements, documenting business processes and translating business needs into system solutions.
• Experience supporting CRM configuration, data migration, User Acceptance Testing (UAT) and Production deployment.
• Experience leading projects or workstreams independently with responsibility for successful delivery.
• Excellent stakeholder management skills, with the ability to build relationships and influence senior business leaders.
• Experience working within consulting, advisory or professional services organisations.
• Excellent communication, presentation and organisational skills.
• A collaborative, proactive and solutions‑focused approach.

Experience within Private Markets, Financial Services or a related industry would be highly advantageous.

Growth & Development

We invest heavily in our people. Your success will be supported through structured development, regular feedback and clear career progression.

You'll have access to formal training, professional qualifications and continuous learning opportunities, enabling you to deepen both your consulting and CRM expertise.

Rewards & Benefits

• Competitive salary that recognises your experience and impact
• Private healthcare to support your health and wellbeing
• Generous pension contributions to help you plan for the future
• Hybrid working with three days a week in our modern London Bridge office, balancing collaboration with flexibility
• Work from anywhere for up to 5 days each year, giving you the freedom to work where you're most productive
• 25 days' annual leave, increasing to 28 days with length of service
• Life Assurance (Death in Service) for added peace of mind
• Industry‑leading benefits package designed to support every stage of your career
• A collaborative, high‑performing team where you'll work alongside talented colleagues who are passionate about delivering exceptional results

More than just great benefits, you'll be joining an ambitious, award‑winning consultancy where you'll have the opportunity to make a real impact, work with leading Private Markets firms, and accelerate your career in a supportive, people‑first environment.

Ready to help shape the future of CRM consulting?

If you enjoy solving complex business challenges, delivering technology transformation and working with leading Private Capital firms, we'd love to hear from you.