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CRM Platform Manager - DealCloud/Salesforce
Posted 7 hours 45 minutes ago by ARC IT Recruitment
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.
ARC IT Recruitment
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