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- Tasks: Manage and optimise the DealCloud CRM platform, ensuring seamless integration and user support.
- Company: Join a prestigious investment banking firm known for its high-performance applications team.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be at the forefront of CRM innovation, making a real impact in a fast-paced, data-rich setting.
- Qualifications: Experience with CRM platforms, especially DealCloud or Salesforce, and a degree in Information Systems preferred.
- Other info: Ideal for those who thrive on aligning technology with business strategy.
The predicted salary is between 43200 - 72000 £ per year.
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 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 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 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 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. TPBN1_UKTJ
Technical CRM Platform Manager employer: ARC IT Recruitment Ltd
Contact Detail:
ARC IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical CRM Platform Manager
✨Tip Number 1
Familiarise yourself with both DealCloud and Salesforce platforms. Understanding their unique features and configurations will give you an edge during interviews, as you'll be able to discuss how your experience aligns with the specific needs of the role.
✨Tip Number 2
Network with professionals in the investment banking sector, especially those who work with CRM systems. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when tailoring your approach.
✨Tip Number 3
Stay updated on the latest trends in CRM technology and data management. Being knowledgeable about new features and enhancements can help you demonstrate your proactive approach and commitment to continuous improvement during discussions.
✨Tip Number 4
Prepare to showcase your problem-solving skills by thinking of examples where you've successfully managed data migrations or integrations. Highlighting these experiences can illustrate your hands-on expertise and ability to thrive in a fast-paced environment.
We think you need these skills to ace Technical CRM Platform Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Technical CRM Platform Manager position. Familiarise yourself with DealCloud and Salesforce, as well as the specific configuration tasks mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience in CRM platforms, particularly DealCloud or Salesforce. Emphasise your configuration expertise, data migration experience, and any previous roles in investment banking or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for CRM management and your ability to align technology with business strategy. Mention specific examples of how you've optimised platform performance or led successful data migrations in the past.
Highlight Soft Skills: In your application, don't forget to mention your communication and stakeholder engagement skills. These are crucial for collaborating with various teams and ensuring high user adoption of the CRM platform.
How to prepare for a job interview at ARC IT Recruitment Ltd
✨Showcase Your CRM Expertise
Make sure to highlight your experience with DealCloud and Salesforce during the interview. Be prepared to discuss specific configurations you've managed and how they improved business processes.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've tackled challenges in platform management, such as data migrations or system integrations. This will show your ability to think critically and adapt in a fast-paced environment.
✨Engage with Stakeholders
Since the role involves partnering with various teams, practice how you would communicate technical concepts to non-technical stakeholders. Clear communication is key to ensuring everyone is on the same page.
✨Stay Updated on CRM Trends
Research the latest trends in CRM technology and be ready to discuss how these could benefit the firm. Showing that you're proactive about industry developments can set you apart from other candidates.
