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For Companies At a Glance
- 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 competitive salary, bonus, and excellent benefits in a hybrid work environment.
- Why this job: Be part of a dynamic team driving innovation in a fast-paced, data-rich setting.
- Qualifications: Experience with CRM platforms, especially DealCloud or Salesforce, and a degree in Information Systems.
- Other info: Ideal for those who thrive on aligning technology with business strategy.
The predicted salary is between 68000 - 102000 £ per year.
Job Description
CRM Platform Manager – DealCloud / SalesforceLondon / HybridCirca £85,000 + Bonus + Excellent BenefitsCRM, 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.
CRM Platform Manager - DealCloud / Salesforce 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 - DealCloud / Salesforce
✨Tip Number 1
Network with professionals in the investment banking and CRM sectors. Attend industry events or webinars where you can meet people who work with DealCloud or Salesforce. Building these connections can provide insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and updates in CRM platforms, especially DealCloud and Salesforce. Follow relevant blogs, forums, and social media channels to stay informed about new features and best practices that could set you apart during discussions.
✨Tip Number 3
Prepare to discuss specific examples of your past experiences with CRM configuration and data migration. Think about challenges you've faced and how you overcame them, as this will demonstrate your hands-on expertise and problem-solving skills.
✨Tip Number 4
Practice your communication skills, particularly in explaining technical concepts to non-technical stakeholders. Being able to bridge the gap between IT and business needs is crucial for this role, so consider mock interviews or discussions with friends to refine your approach.
We think you need these skills to ace CRM Platform Manager - DealCloud / Salesforce
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM platforms, particularly DealCloud and Salesforce. Emphasise your configuration expertise and any relevant projects that demonstrate your ability to manage data migrations and integrations.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the CRM Platform Manager role. Discuss your understanding of the investment banking sector and how your skills align with the company's needs, particularly in optimising platform performance and user adoption.
Showcase Relevant Experience: When detailing your work history, focus on specific achievements related to CRM management, such as successful data migrations or improvements in system reliability. Use metrics where possible to quantify your impact.
Highlight Soft Skills: Since the role requires excellent communication and stakeholder engagement skills, be sure to include examples of how you've effectively collaborated with teams or led training sessions. This will demonstrate your ability to partner with various departments within the firm.
How to prepare for a job interview at ARC IT Recruitment
✨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 previous roles, especially related to data migration and system integrations. This will show your ability to handle the hands-on aspects of the job.
✨Engage with Stakeholders
Since the role involves partnering with various teams, be ready to discuss how you've effectively communicated and collaborated with stakeholders in the past. Highlight any successful projects that required cross-departmental cooperation.
✨Stay Updated on CRM Trends
Research the latest trends in CRM technology and be prepared to discuss how these could benefit the firm. Showing that you are proactive about learning will impress your interviewers.
