CRM Platform Manager

JR United Kingdom; London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a CRM Platform Manager with expertise in DealCloud or Salesforce. This pivotal role involves managing and optimizing CRM systems to enhance business processes within a prestigious investment banking environment. You will collaborate with various teams to tailor the platform to meet business needs, ensuring seamless functionality and performance. If you have a strong background in CRM technology and a passion for driving impactful changes, this opportunity is perfect for you. Join a forward-thinking firm that values innovation and excellence in financial services.

Qualifications

• Experience managing CRM platforms in Investment Banking.
• Strong understanding of data management and migration processes.

Responsibilities

• Oversee the operation of the DealCloud platform.
• Manage data migration and ensure accuracy.
• Deliver user training for platform proficiency.

Skills

CRM Management

DealCloud

Salesforce

Data Management

Project Management

Analytical Skills

Communication Skills

Education

Information Systems Degree

Tools

Microsoft Office Suite

Job description

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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!