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!