CRM Platform Manager - DealCloud / Salesforce

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, and first-line support to ensure high user adoption.
• Stay ahead of CRM trends to advise on feature enhancements and new capabilities.

Key Requirements:

• Solid CRM platform experience—DealCloud preferred, Salesforce a close second.
• Strong background in configuration, data structures, and system administration.
• Proven success managing data migrations and integrations across platforms.
• Confident in the software development life cycle and modern release processes.
• Excellent communication and stakeholder engagement skills.
• Experience in investment banking or financial services environments.
• Familiar with Microsoft Office Suite and standard business applications.
• Degree in Information Systems or similar (2:1 or above preferred).

For a full consultation on this role please email your CV to Arc.