CRM Platform Manager, DealCloud

The Role:

CRM Platform Manager ideally with a background in DealCloud 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 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!