Growth Platform Lead

RSM UK; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid working

27 days holiday

Wellbeing benefits and financial tools

Access to 300+ courses

Job summary

RSM UK is seeking a Growth Platform Lead to shape and lead the technology and data ecosystem that underpins our growth ambitions. You will own the CRM, relationship intelligence, marketing automation and emerging AI capabilities, defining roadmaps and partnerships to strengthen client relationships and unlock opportunities.

You will combine strategic vision with commercial acumen, building business cases and investing in capabilities while collaborating with vendors and stakeholders across the

Qualifications

• Lead CRM/MarTech platform transformation in a professional/financial services or similar relationship-led B2B environment.
• Comfortable owning business conversations with technical architects.
• Experience selecting and governing AI/vendor tools; not required to build it.
• Strong stakeholder management with senior partners who value the CRM as a business tool.

Responsibilities

• Own the multi-year platform roadmap, decide what stays, what’s replaced, and sequencing with business cases.
• Lead vendor evaluations and AI capabilities selection with IT for feasibility and governance.
• Own the UK/US data integration platform and data-model decisions.
• Define adoption strategy for CRM (Dynamics) focusing on behavior and incentives as well as tools.
• Manage vendor relationships and contracts for the growth platform stack.
• Build the AI agent use-case pipeline with Marketing Data and IT leads.

Skills

CRM leadership

MarTech transformation

AI governance

Vendor management

Stakeholder management

Data integration

Dynamics 365

Tools

Microsoft Dynamics 365

Job description

As one of the world’s largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.

Growth Platform Lead

Make an Impact at RSM UK

This is an opportunity to join RSM’s Integrated Marketing & Communications (IMC) team in a highly operational and strategically important role.

This is a unique opportunity to shape and lead the technology and data ecosystem that underpins RSM’s growth ambitions. As the strategic owner of our CRM, relationship intelligence, marketing automation and emerging AI capabilities, you will define the roadmap that enables the firm to strengthen client relationships, unlock commercial opportunities and drive innovation at scale.

This is far more than a traditional system ownership role. We are looking for a forward-thinking platform leader who can combine strategic vision with commercial acumen, building compelling business cases, shaping investment decisions and developing strong partnerships with vendors and stakeholders across the business. You will play a pivotal role in determining how technology, data and AI come together to support RSM’s future growth agenda.

You’ll make an impact by:

• Own the multi-year platform roadmap: what stays, what’s replaced, what’s added (agents, RAG, automation layers) and the sequencing/business case for each.
  
• Lead evaluation and selection of vendors and AI capabilities added to the ecosystem, working with IT on technical feasibility and security/governance.
  
• Own the UK/US data integration project’s platform and data-model decisions.
  
• Define adoption strategy: Driving engagement with the CRM platform (Dynamics) which is as much behaviour/incentive challenge as much the tools to support the teams.
  
• Manage the vendor relationships and contracts for the growth platform stack.
  
• Build the “AI agent” use-case pipeline in partnership with Marketing Data and IT leads.
  

What we are looking for:

Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you!

We value diverse experiences and perspectives. Here’s what we’re looking for in our ideal candidate:

• Lead on a CRM or MarTech platform transformation (not just administered one) in professional/financial services or similarly relationship-led B2B
• Comfortable being the business owner in conversations with technical architects
• Experience selecting and governing AI/vendor tools, not necessarily deep technical build skills
• Strong stakeholder management with senior partners who don’t want to be told to "just use the CRM."

What we can offer you:

We recognise that our people are our most important assets. That’s why we offer a flexible reward and benefits package that will help you have fulfilling experience, both in and out of work.

• Hybrid and Flexible working
• 27 Days Holiday (with the option of purchasing additional days)
• Lifestyle, Health, and Wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team.

Diversity and Inclusion at RSM

At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client’s needs. Diverse teams bring a broader range of ideas and insights to work. That’s why we’re working together to ensure our firm’s principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.