CRM Platform Lead & Relationship Intelligence

DAC Beachcroft LLP; Newcastle upon Tyne; On-site; GBP 70,000 - 110,000; Full time

Job summary

DAC Beachcroft LLP is seeking a Platform & Systems Lead / CRM Lead in Newcastle to own and evolve the Intapp Dealcloud and Intapp Relationships platforms. You will define roadmaps, manage upgrades and drive data quality while engaging senior stakeholders across the business.

The role combines platform ownership, governance, and leadership of a specialist team, with a focus on adoption, reporting and strategic platform enhancements.

Qualifications

• Significant experience managing CRM, client relationship or business systems within a professional services or similarly complex environment.
• Strong understanding of CRM strategy, platform management and data governance principles.
• Experience leading system development, enhancement or transformation initiatives.
• Proven ability to engage and influence stakeholders at all levels.
• Experience managing third-party suppliers and technology partners.
• Strong analytical and problem-solving capabilities.
• Experience leading, coaching or managing a team.
• Excellent communication and relationship management skills.

Responsibilities

• Lead the strategic and operational management of the firm's client relationship platform, Intapp Dealcloud and Intapp Relationships.
• Develop and maintain platform roadmaps, ensuring systems remain aligned to business objectives and user requirements.
• Oversee platform upgrades, enhancements, testing and release activities.
• Identify opportunities to improve system functionality, efficiency and user experience.
• Manage relationships with platform providers and third-party suppliers.
• Contribute to firm-wide initiatives to improve data quality, consistency and integrity.
• Establish and maintain effective governance processes for Intapp Dealcloud and Intapp Relationships.
• Ensure data standards, controls and best practices are consistently applied.
• Support the development of meaningful reporting and dashboards.
• Work closely with relevant stakeholders to ensure compliance with regulatory and data governance requirements.
• Act as the subject matter expert for CRM and relationship intelligence.
• Build strong relationships with stakeholders across Clients & Markets, Business Technology, Finance, HR and the wider business.
• Translate business requirements into practical and effective system solutions.
• Provide advice and guidance on platform capabilities, processes and data best practice.
• Support user engagement through training, communication and change management initiatives.
• Lead, motivate and develop the Platform & Systems team.
• Ensure delivery of a high-quality support and development service to the business.
• Manage priorities, workload and resource allocation across the team.
• Encourage continuous improvement, knowledge sharing and professional development.
• Identify opportunities to improve existing processes and ways of working.
• Lead or support projects involving CRM, data management and system integrations.
• Ensure platforms continue to evolve in line with business requirements and industry best practice.
• Monitor performance and adoption metrics to support ongoing improvement.

Skills

CRM strategy

Platform management

Data governance

Stakeholder engagement

Team leadership

Third-party management

Analytical skills

Communication skills

Change management

Training delivery

Intapp Dealcloud

Intapp Relationships

Salesforce

Microsoft Dynamics

Tools

Intapp Dealcloud

Intapp Relationships

Salesforce

Microsoft Dynamics

Job description

DAC Beachcroft LLP is seeking a Platform & Systems Lead / CRM Lead in Newcastle to own and evolve the Intapp Dealcloud and Intapp Relationships platforms. You will define roadmaps, manage upgrades and drive data quality while engaging senior stakeholders across the business.

The role combines platform ownership, governance, and leadership of a specialist team, with a focus on adoption, reporting and strategic platform enhancements.