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 … 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 systemsensuring high standards of accuracy, integrity … 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 experienceDealCloud preferred, Salesforce a close second. Strong background in configuration, data structures, and system
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