CRM Implementation Lead for Private Equity & Financial Services

Synapri; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CRM implementation

Requirements gathering

Process mapping

Solution design

Stakeholder workshops

Client relationship management

Project management

Tools

DealCloud

Salesforce

Job description

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.