CRM Platform Manager - DealCloud/Salesforce
28 days ago
London
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., • 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.