Platform & Systems Lead / CRM Lead

DAC Beachcroft; Leeds; On-site; GBP 90,000 - 110,000; Full time

Job summary

DAC Beachcroft is seeking a Platform & Systems Lead / CRM Lead to own and evolve our client relationship management platforms Intapp Dealcloud and Intapp Relationships. You will shape strategy, governance and adoption across Clients & Markets, Business Technology and Finance.

The role is highly visible, requires leadership of a small team, and collaboration with senior stakeholders to deliver trusted, high-quality client and relationship data and meaningful reporting.

Qualifications

• Extensive experience managing CRM or business systems in a professional services environment.
• Strong knowledge of CRM strategy, platform management and data governance.

Responsibilities

• Lead the strategic and operational management of the client relationship platform (Intapp Dealcloud/Intapp Relationships).
• Develop and maintain platform roadmaps aligned to business objectives.
• Oversee platform upgrades, testing and release activities.
• Identify opportunities to improve system functionality, efficiency and user experience.
• Manage relationships with platform providers and third-party suppliers.
• Lead and develop the Platform & Systems team.

Skills

CRM strategy

Data governance

Stakeholder engagement

Team leadership

Vendor management

Education

Bachelor's degree in IT/Business

Tools

Intapp Dealcloud

Intapp Relationships

CRM platforms

Job description

Location

Leeds

Department

Business Services - Clients and Markets

Location

Leeds

Description

At DAC Beachcroft, the quality of our client data, relationship intelligence and business development systems plays a critical role in supporting growth, client service and strategic decision-making.

We are seeking a Platform & Systems Lead / CRM Lead to take ownership of our client relationship management software Intapp Dealcloud and Intapp Relationships, leading the ongoing development, governance and optimisation of this key business system.

This is a highly visible leadership role, combining platform ownership, data governance, stakeholder engagement and people management. Working closely with teams across Clients & Markets, Business Technology, Finance and HR, you will ensure our system continues to deliver value, drive adoption and provide the firm with trusted, high-quality client and relationship data.

The role offers an excellent opportunity for an experienced CRM or platform specialist looking to shape strategy, influence business-wide adoption and lead a team responsible for the delivery of critical business services.

Why Join Us? This role offers the opportunity to:

• Lead the development and continuous improvement of business-critical client relationship platform, Intapp Dealcloud and Intapp Relationships.


• Influence how client, contact and relationship data is managed and utilised across the firm.


• Partner with senior stakeholders across multiple business functions.


• Drive innovation and best practice in CRM, data governance and user adoption.


• Lead and develop a specialist team within a collaborative and supportive environment.


• Play a key role in future platform enhancements, integrations and initiatives.

Key Responsibilities

Platform & CRM Leadership

• Lead the strategic and operational management of the firm's client relationship platform, Intapp Dealcloud and Intapp Relationships.


• Develop and maintain platform roadmaps, ensuring systems remain aligned to business objectives and user requirements.


• Oversee platform upgrades, enhancements, testing and release activities.


• Identify opportunities to improve system functionality, efficiency and user experience.


• Manage relationships with platform providers and third-party suppliers.

Data Governance & Quality

• Contribute to firm-wide initiatives to improve data quality, consistency and integrity.


• Establish and maintain effective governance processes for Intapp Dealcloud and Intapp Relationships.


• Ensure data standards, controls and best practices are consistently applied.


• Support the development of meaningful reporting and dashboards.


• Work closely with relevant stakeholders to ensure compliance with regulatory and data governance requirements.

Business Partnership

• Act as the subject matter expert for CRM and relationship intelligence.


• Build strong relationships with stakeholders across Clients & Markets, Business Technology, Finance, HR and the wider business.


• Translate business requirements into practical and effective system solutions.


• Provide advice and guidance on platform capabilities, processes and data best practice.


• Support user engagement through training, communication and change management initiatives.

Team Leadership

• Lead, motivate and develop the Platform & Systems team.


• Ensure delivery of a high-quality support and development service to the business.


• Manage priorities, workload and resource allocation across the team.


• Encourage continuous improvement, knowledge sharing and professional development.

Change & Continuous Improvement

• Identify opportunities to improve existing processes and ways of working.


• Lead or support projects involving CRM, data management and system integrations.


• Ensure platforms continue to evolve in line with business requirements and industry best practice.


• Monitor performance and adoption metrics to support ongoing improvement.

Skills, Knowledge and Expertise

Essential

• Significant experience managing CRM, client relationship or business systems within a professional services or similarly complex environment.


• Strong understanding of CRM strategy, platform management and data governance principles.


• Experience leading system development, enhancement or transformation initiatives.


• Proven ability to engage and influence stakeholders at all levels.


• Experience managing third-party suppliers and technology partners.


• Strong analytical and problem-solving capabilities.


• Experience leading, coaching or managing a team.


• Excellent communication and relationship management skills.

Desirable

• Experience of Intapp, Salesforce, Microsoft Dynamics or similar CRM platforms.


• Knowledge of relationship intelligence, business development or client management systems.


• Experience supporting platform integrations and wider business systems.


• Legal, professional services or partnership-sector experience.


• Experience delivering training, user adoption and change initiatives.


• Familiarity with reporting and data visualisation tools.

Additional Information

As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process. If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact [e-mail] in confidence with the vacancy reference in the subject line, and we’ll be happy to help.

We are happy to talk flexible working with our Flex Forward scheme. We would encourage you to talk to us about our approach to flexible working during the hiring process if you would like to explore this further.

Note for Recruitment Agencies

DAC Beachcroft manages all vacancies via our in-house recruitment teams, prioritising direct sourcing and referrals. When external support is required, roles are released to selected agencies on our Preferred Supplier List (PSL). Speculative CVs sent to any DAC Beachcroft employee without prior instruction from our recruitment teams (LLP and CSG) will not be accepted, and no fees will be payable. For PSL queries, please contact: [e-mail] or [e-mail]