Implementation Consultant

Synapri; City Of London; On-site; GBP 60,000 - 110,000; Full time

Job summary

Synapri is seeking a CRM Implementation Consultant to lead end-to-end CRM projects for Private Capital and Financial Services clients. You will gather requirements, design solutions and work with DealCloud or Salesforce to configure systems and migrate data.

You’ll run workshops, map processes, document functionality, and support UAT, training and go-live, while managing workstreams and senior stakeholder expectations.

Qualifications

• Proven experience delivering CRM implementation or transformation projects, ideally in consulting or professional services.
• Hands-on experience with DealCloud or Salesforce or similar CRM platforms.
• Strong business analysis skills, including requirements gathering and process mapping.
• Experience across CRM configuration, data migration, UAT and deployment.
• Ability to independently manage projects or workstreams and engage confidently with senior stakeholders.
• Excellent communication, problem-solving and client relationship management skills.
• Experience within Private Equity, Investment Management or Financial Services is highly advantageous; consulting experience is mandatory.

Responsibilities

• Lead CRM implementation projects from requirements gathering and solution design through to configuration, testing and go-live.
• Implement and optimise CRM platforms such as DealCloud, Salesforce or similar enterprise solutions.
• Work directly with clients to understand business requirements, identify process improvements and translate needs into functional solutions.
• Facilitate stakeholder workshops and manage business analysis, process mapping and functional documentation.
• Support CRM configuration, data migration, UAT, training and production deployment.
• Independently manage project workstreams, timelines, risks and deliverables.
• Build strong relationships with senior stakeholders and support wider business transformation initiatives.

Skills

Business analysis

Project management

Client relationships

Stakeholder facilitation

Communication

Problem-solving

Tools

DealCloud

Salesforce

Job description

CRM Implementation Consultant – Private Capital / Financial Services

An exciting opportunity to join an award-winning global consultancy delivering CRM and business transformation projects for some of the world's leading Private Equity and Investment Management firms.

We're looking for an experienced CRM Implementation Consultant with a strong combination of CRM delivery, business analysis and client-facing consulting experience.

You’ll take ownership of end-to-end CRM implementation projects, working closely with senior stakeholders to optimise business processes, improve data quality and deliver technology solutions that drive operational efficiency.

Key Responsibilities

• Lead CRM implementation projects from requirements gathering and solution design through to configuration, testing and go-live.
• Implement and optimise CRM platforms such as DealCloud, Salesforce or similar enterprise solutions.
• Work directly with clients to understand business requirements, identify process improvements and translate needs into functional solutions.
• Facilitate stakeholder workshops and manage business analysis, process mapping and functional documentation.
• Support CRM configuration, data migration, UAT, training and production deployment.
• Independently manage project workstreams, timelines, risks and deliverables.
• Build strong relationships with senior stakeholders and support wider business transformation initiatives.

Key Requirements

• Proven experience delivering CRM implementation or transformation projects, ideally within a consulting or professional services environment.
• Hands-on experience with DealCloud, Salesforce or similar CRM platforms.
• Strong business analysis skills, including requirements gathering, process mapping and solution design.
• Experience across CRM configuration, data migration, UAT and deployment.
• Ability to independently manage projects or workstreams and engage confidently with senior stakeholders.
• Excellent communication, problem-solving and client relationship management skills.
• Experience within Private Equity, Investment Management, Financial Services or Private Markets would be highly advantageous. Consulting/ professional services experience is mandatory.

If you're a CRM Consultant, Implementation Consultant or Business Analyst with strong CRM delivery experience and enjoy combining technology with client-facing consulting, we'd love to hear from you.