CRM Specialist

Job Title: CRM SpecialistDepartment: Marketing & Business DevelopmentReporting to: Business Development DirectorLocation: London

The organisation operates in a dynamic professional services environment, supporting stakeholders across multiple regions. The London office is a central hub for strategic business development, client engagement, and data driven insight. High quality CRM data is critical to this work.

The CRM Specialist is the primary point of contact in the London office for CRM data management and user support. Working within the Marketing & Business Development team and closely with the central CRM systems team, this role is pivotal during a major system transition.

A key focus of the role is leading the London offices migration from InterAction to Intapp DealCloud (scheduled for Q2 2026). Extensive hands on experience with DealCloud is essential, as the successful candidate will act as the local subject matter expert, championing adoption, data quality, and best practice.

• Lead and support the migration from InterAction to Intapp DealCloud.
• Act as the London office DealCloud subject matter expert, handling queries and troubleshooting data issues.
• Drive system adoption through user support, training, and stakeholder engagement.
• Ensure CRM data accuracy, governance, and compliance (including GDPR).
• Maintain, cleanse, and manage contact and company data, mailing lists, and records.
• Produce searches, reports, and distribution lists to support business development activity.
• Maintain documentation, processes, and data standards in collaboration with the central CRM team.

Essential:

• Extensive experience with Intapp DealCloud (vital requirement).
• Hands on experience with InterAction.
• Strong data stewardship, data quality, and governance expertise.
• Excellent attention to detail, communication skills, and stakeholder management experience.

Desirable:

• Experience within a professional services environment.

Due to the high volume of applications, we are not able to respond to all enquiries. If you have not received a response within 72 hours, please assume you have not been shortlisted at this stage, however thank you for taking the time to apply.

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