CRM Implementation Consultant

Synapri; Greater London; Presencial; GBP 60.000 - 90.000; Tempo integral

Resumo da vaga

Synapri is seeking an experienced CRM Implementation Consultant to join our global consultancy delivering CRM and business transformation for Private Equity and Investment Management clients in London.

You will own end-to-end CRM projects, lead requirements gathering, solution design, configuration, data migration and UAT, and work directly with senior stakeholders to drive process improvements and operational efficiency.

Qualificações

• Proven experience delivering CRM implementation or transformation projects.
• Hands-on experience with DealCloud or Salesforce.
• Strong business analysis skills including requirements gathering and process mapping.
• Experience across CRM configuration, data migration, UAT and deployment.
• Ability to independently manage projects or workstreams and engage confidently with senior stakeholders.
• Excellent communication, problem-solving and client relationship management skills.

Responsabilidades

• Lead CRM implementation projects from requirements gathering to go-live.
• Implement and optimise CRM platforms such as DealCloud, Salesforce or similar enterprise solutions.
• Translate client needs into functional solutions.
• Facilitate stakeholder workshops and manage business analysis, process mapping and functional documentation.
• Support CRM configuration, data migration, UAT, training and production deployment.
• Independently manage project workstreams, timelines, risks and deliverables.
• Build strong relationships with senior stakeholders and support wider business transformation initiatives.

Conhecimentos

CRM implementation

Requirements gathering

Process mapping

Solution design

Stakeholder workshops

Client relationship management

Project management

Ferramentas

DealCloud

Salesforce

Descrição da vaga

CRM Implementation Consultant - Private Capital/Financial Services

An exciting opportunity to join an award-winning global consultancy delivering CRM and business transformation projects for some of the world's leading Private Equity and Investment Management firms.

We're looking for an experienced CRM Implementation Consultant with a strong combination of CRM delivery, business analysis and client-facing consulting experience.

You'll take ownership of end-to-end CRM implementation projects, working closely with senior stakeholders to optimise business processes, improve data quality and deliver technology solutions that drive operational efficiency.

Key Responsibilities

• Lead CRM implementation projects from requirements gathering and solution design through to configuration, testing and go-live.

• Implement and optimise CRM platforms such as DealCloud, Salesforce or similar enterprise solutions.

• Work directly with clients to understand business requirements, identify process improvements and translate needs into functional solutions.

• Facilitate stakeholder workshops and manage business analysis, process mapping and functional documentation.

• Support CRM configuration, data migration, UAT, training and production deployment.

• Independently manage project workstreams, timelines, risks and deliverables.

• Build strong relationships with senior stakeholders and support wider business transformation initiatives.

Key Requirements

• Proven experience delivering CRM implementation or transformation projects, ideally within a consulting or professional services environment.

• Hands-on experience with DealCloud, Salesforce or similar CRM platforms.

• Strong business analysis skills, including requirements gathering, process mapping and solution design.

• Experience across CRM configuration, data migration, UAT and deployment.

• Ability to independently manage projects or workstreams and engage confidently with senior stakeholders.

• Excellent communication, problem-solving and client relationship management skills.

• Experience within Private Equity, Investment Management, Financial Services or Private Markets would be highly advantageous. Consulting/professional services experience is mandatory.