Growth Platform Leader: CRM, AI & MarTech

RSM UK; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

27 days holiday

Wellbeing benefits

Access to courses and development

Job summary

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

This role blends strategic vision with commercial acumen, building business cases, securing investments, and partnering with vendors and stakeholders across the business.

Qualifications

• Lead on a CRM or MarTech platform transformation in professional/financial services or similarly relationship-led B2B.
• Act as 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."

Responsibilities

• 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.

Skills

CRM leadership

Vendor management

AI capabilities selection

Stakeholder engagement

MarTech experience

Tools

Dynamics 365

Job description

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

This role blends strategic vision with commercial acumen, building business cases, securing investments, and partnering with vendors and stakeholders across the business.