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- Tasks: Manage and optimise the DealCloud CRM system, ensuring seamless functionality and data integrity.
- Company: Join a prestigious investment banking firm known for its innovative approach and strong market presence.
- Benefits: Enjoy a highly competitive salary, bonuses, and flexible hybrid working options.
- Why this job: Make a real impact in a dynamic environment while collaborating with top professionals in finance.
- Qualifications: Experience with CRM platforms like DealCloud or Salesforce is essential; a degree in Information Systems is preferred.
- Other info: Stay ahead of tech trends and drive change in a leading financial services company.
The predicted salary is between 43200 - 72000 £ per year.
A CRM Platform Manager with a background in DealCloud or Salesforce is sought by a prestigious investment banking business. You will be an expert in CRM platforms and data management, ideally with a strong grasp of financial services business processes. This role will join the applications team and play a key role in managing and optimising their DealCloud CRM system and its integrations.
Key Responsibilities:
- Oversee the day-to-day operation of the DealCloud platform, ensuring seamless functionality and troubleshooting issues.
- Support system integrations and monitor application performance.
- Manage data migration from legacy systems, ensuring accuracy and integrity.
- Collaborate with Investment Bankers, Operations, Business Support, and IT teams to tailor DealCloud to business needs.
- Drive a modern IT Change & Release process for the platform.
- Deliver ongoing user training and support to ensure platform proficiency.
- Stay ahead of emerging technology trends to enhance platform capabilities.
- Maintain up-to-date documentation, including user guides and technical specifications.
Key Requirements:
- Proven experience managing CRM platforms – either DealCloud or Salesforce – in an Investment Banking or Financial Services environment.
- Strong understanding of software development lifecycle, data management, and migration processes.
- Excellent project management skills, with the ability to manage multiple priorities.
- Analytical mindset with a problem-solving approach and keen attention to detail.
- Strong communication and stakeholder management skills.
- Knowledge of Investment Banking best practices and regulatory requirements.
- Proficiency in Microsoft Office Suite and relevant software applications.
Preferred: Information Systems Degree (2:1 or higher)
If you’re passionate about CRM technology and want to make an impact in a leading Investment Banking firm, please apply today!
CRM Platform Manager employer: ARC IT Recruitment
Contact Detail:
ARC IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Platform Manager
✨Tip Number 1
Network with professionals in the investment banking sector, especially those who work with CRM platforms like DealCloud or Salesforce. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends and updates in CRM technology, particularly in relation to financial services. This knowledge will not only enhance your understanding but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Consider reaching out to current or former employees of the company to gain insights into their culture and expectations for the CRM Platform Manager role. This can provide you with valuable information that can help you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed CRM platforms in the past. Highlight your problem-solving skills and any experience you have with data migration and system integrations, as these are crucial for the role.
We think you need these skills to ace CRM Platform Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM platforms, specifically DealCloud or Salesforce. Emphasise any relevant roles in investment banking or financial services, and showcase your project management skills.
Craft a Compelling Cover Letter: Write a cover letter that connects your background in CRM management to the specific requirements of the role. Mention your understanding of financial services processes and how you can contribute to optimising the DealCloud platform.
Showcase Relevant Skills: In your application, clearly outline your analytical mindset, problem-solving abilities, and communication skills. Provide examples of how you've successfully managed data migration or system integrations in previous roles.
Highlight Continuous Learning: Mention any recent training or certifications related to CRM technologies or investment banking best practices. This shows your commitment to staying updated with emerging technology trends and enhances your candidacy.
How to prepare for a job interview at ARC IT Recruitment
✨Showcase Your CRM Expertise
Make sure to highlight your experience with CRM platforms, particularly DealCloud or Salesforce. Be prepared to discuss specific projects where you've managed these systems and how you optimised their functionality.
✨Understand Financial Services Processes
Familiarise yourself with the key business processes in investment banking. This knowledge will help you demonstrate how your skills can directly benefit the company and its operations.
✨Prepare for Technical Questions
Expect questions about data management, system integrations, and troubleshooting. Brush up on your technical knowledge and be ready to provide examples of how you've handled similar challenges in the past.
✨Emphasise Communication Skills
Since the role involves collaboration with various teams, be sure to convey your strong communication and stakeholder management skills. Share examples of how you've successfully worked with different departments to achieve common goals.
