CRM Platform Manager, DealCloud, Salesforce
London/Hybrid
£highly competitive with bonus and Benefits

CRM, DealCloud, Salesforce

CRM Platform Manager with a background in either DealCloud or Salesforce is sought by prestigious investment banking business. You will be an expert in CRM platforms and data management 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 the 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 - ideally DealCloud - in an Investment Banking or Financial Services environment.

* Strong understanding of software development life cycle, 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