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 is … 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 releasemanagement 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 … 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 More ❯
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 … 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 releasemanagement 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 … 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 More ❯
on Oracle EBS, ensuring platforms are fit-for-purpose, scalable and aligned to evolving business needs Act as the business owner for Oracle EBS, overseeing governance, enhancements, user access, releasemanagement and performance Manage a finance systems analyst, fostering a culture of continuous improvement and innovation Partner with Finance leadership to identify opportunities for automation, standardisation and process … core finance processes and the ability to translate business requirements into system solutions Strong project leadership skills, with experience managing cross-functional teams and third-party vendors Excellent stakeholder management and communication skills, able to engage at all levels of the organisation Hands-on experience with system controls, testing, configuration, and change management processes Strategic thinker with strong More ❯
