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CRM Platform Manager - DealCloud/Salesforce

Posted 5 hours 36 minutes ago by ARC IT Recruitment

£85,000 Annual
Permanent
Not Specified
I.T. & Communications Jobs
London, United Kingdom
Job Description

CRM Platform Manager - DealCloud/Salesforce
City/Hybrid
Circa £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.

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