CRM Platform Manager

ARC IT Recruitment; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a CRM Platform Manager to enhance their DealCloud system within a prestigious investment banking environment. This role involves overseeing platform operations, managing data migrations, and collaborating with various teams to optimize CRM functionalities. Ideal candidates will have a strong background in CRM management, particularly with DealCloud or Salesforce, and possess excellent project management and analytical skills. Join a dynamic team where your expertise will drive impactful changes in a leading financial services firm.

Qualifications

• Proven experience managing CRM platforms in Investment Banking.
• Strong understanding of software development lifecycle and data migration.

Responsibilities

• Oversee the day-to-day operation of the DealCloud platform.
• Manage data migration from legacy systems ensuring accuracy.

Skills

CRM Management

Data Management

Project Management

Analytical Skills

Communication Skills

Education

Information Systems Degree (2:1 or higher)

Tools

DealCloud

Salesforce

Microsoft Office Suite

Job description

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This range is provided by ARC IT Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from ARC IT Recruitment

Principal Consultant @ ARC | Creating partnerships to provide exceptional Tech and Change hiring solutions

CRM Platform Manager, DealCloud / Salesforce

London / Hybrid

£highly competitive with bonus and bens

CRM, DealCloud OR Salesforce

CRM Platform Manager ideally with a background in DealCloud or Salesforce is sought by prestigious investment banking business. You will be an expert in CRM platforms and data management ideally with a strong grasp of financial services business processes. This role will join the applications team and play a key role in managing and optimising their DealCloud CRM system and its integrations.

Key Responsibilities:

• Oversee the day-to-day operation of the DealCloud platform, ensuring seamless functionality and troubleshooting issues.
• Support system integrations and monitor application performance.
• Manage data migration from legacy systems, ensuring accuracy and integrity.
• Collaborate with Investment Bankers, Operations, Business Support, and IT teams to tailor DealCloud to business needs.
• Drive a modern IT Change & Release process for the platform.
• Deliver ongoing user training and support to ensure platform proficiency.
• Stay ahead of emerging technology trends to enhance platform capabilities.
• Maintain up-to-date documentation, including user guides and technical specifications.

Key Requirements:

• Proven experience managing CRM platforms – either DealCloud or Salesforce – in an Investment Banking or Financial Services environment.
• Strong understanding of software development lifecycle, data management, and migration processes.
• Excellent project management skills, with the ability to manage multiple priorities.
• Analytical mindset with a problem-solving approach and keen attention to detail.
• Strong communication and stakeholder management skills.
• Knowledge of Investment Banking best practices and regulatory requirements.
• Proficiency in Microsoft Office Suite and relevant software applications.

Preferred: Information Systems Degree (2:1 or higher)

If you’re passionate about CRM technology and want to make an impact in a leading Investment Banking firm, please apply today!

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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