3 of 3 Platform Manager Jobs in Central London

CRM Platform Manager - DealCloud/SalesforceLondon/HybridCirca £85,000 + Bonus + Excellent Benefits CRM, DealCloud, Salesforce, Configuration, Platform Management A prestigious investment banking firm is looking for a CRM Platform Manager with deep configuration expertise in DealCloud or Salesforce. Sitting within a high-performing applications team, you'll own the day-to-day … management and evolution of the DealCloud CRM platform—driving configuration, integration, and continuous improvement across the business. This is a hands-on, configuration-heavy role ideal for someone who thrives on aligning systems with business strategy in a fast-paced, data-rich environment. Key Responsibilities: Take ownership of the DealCloud CRM platform, managing configuration, user roles, workflows, and … customisations. Optimise platform performance by maintaining system integrations and monitoring reliability. Lead data migration from legacy systems—ensuring high standards of accuracy, integrity, and consistency. Partner with Investment Bankers, Ops, Business Support and IT to translate business needs into platform solutions. Deliver an effective change and release management process to support ongoing platform evolution. Provide training, documentation More ❯

CRM, DealCloud, Salesforce, Configuration, Platform Management A prestigious investment banking firm is looking for a CRM Platform Manager with deep configuration expertise in DealCloud or Salesforce. Sitting within a high-performing applications team, you'll own the day-to-day management and evolution of the DealCloud CRM platformdriving configuration, integration, and continuous improvement across the business. This … configuration-heavy role ideal for someone who thrives on aligning systems with business strategy in a fast-paced, data-rich environment. Key Responsibilities: Take ownership of the DealCloud CRM platform, managing configuration, user roles, workflows, and customisations. Optimise platform performance by maintaining system integrations and monitoring reliability. Lead data migration from legacy systemsensuring high standards of accuracy, integrity … and consistency. Partner with Investment Bankers, Ops, Business Support and IT to translate business needs into platform solutions. Deliver an effective change and release management process to support ongoing platform evolution. Provide training, documentation, and first-line support to ensure high user adoption. Stay ahead of CRM trends to advise on feature enhancements and new capabilities. Key Requirements More ❯

simple and clear. Based in the heart of the City with a modern relaxed but professional environment and due to ongoing developments, they are now seeking a Financial Services Platform Services Manager to join them on an initial 12-month fixed term contract where you will be responsible for: Providing office based front line servicing and support to … their platform clients. Liaising extensively with financial planners, paraplanners and wealth managers (intermediaries), where you will develop ongoing strong relationships built on outstanding service for all and any queries that your clients and their clients have with the platform. Taking ownership of queries; analyse, research, and provide solutions using knowledge of the systems and processes. Ensuring all client and … intermediary communication is accurate, appropriate, and delivered at the right time, including emails, letters, and platform updates. Inputting, manipulating, and maintaining data on the platform and client relationship management systems to perform required service tasks which can include processing ISA subscriptions and payment instructions in line with HMRC and company policies. Assisting in the testing of the development More ❯