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For Companies At a Glance
- Tasks: Manage and optimise the CRM platform, ensuring seamless functionality and data integrity.
- Company: Join a leading investment banking firm focused on innovation and technology.
- Benefits: Enjoy a competitive salary, bonus, and flexible hybrid working options.
- Why this job: Make a real impact in financial services while collaborating with diverse teams.
- Qualifications: Experience with Salesforce in Financial Services and strong project management skills required.
- Other info: Stay ahead of tech trends and drive modern IT processes in a dynamic environment.
The predicted salary is between 58800 - 84000 £ per year.
A CRM Platform Manager ideally with a background in Salesforce is sought by an 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 CRM system and its integrations.
Key Responsibilities:
- Oversee the day-to-day operation of the CRM 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 - Salesforce - in a Financial Services environment.
- Strong understanding of software development life cycle, 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.
If you're passionate about CRM technology and want to make an impact in a leading Banking firm, please apply today!
CRM Platform Manager, 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, Salesforce
✨Tip Number 1
Familiarise yourself with the latest Salesforce features and updates. Being knowledgeable about the platform's capabilities will not only help you in interviews but also demonstrate your commitment to staying current in the field.
✨Tip Number 2
Network with professionals in the investment banking sector, especially those who work with CRM systems. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've optimised CRM platforms in previous roles. Highlighting your hands-on experience with data management and system integrations will set you apart from other candidates.
✨Tip Number 4
Research the company’s current CRM practices and any recent changes in their technology stack. This knowledge will allow you to tailor your discussions during interviews and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace CRM Platform Manager, Salesforce
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM platforms, particularly Salesforce. Emphasise any relevant roles in 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 needs of the investment banking sector. Mention your understanding of software development life cycles and data migration processes.
Highlight Relevant Skills: In your application, clearly outline your analytical mindset, problem-solving abilities, and communication skills. These are crucial for collaborating with various teams and managing stakeholder expectations.
Showcase Continuous Learning: Mention any recent training or certifications related to CRM technologies or financial services. This demonstrates your commitment to staying updated with emerging technology trends.
How to prepare for a job interview at ARC IT Recruitment
✨Showcase Your CRM Expertise
Make sure to highlight your experience with Salesforce and any other CRM platforms you've managed. Be prepared to discuss specific projects where you optimised CRM systems, as this will demonstrate your capability to handle the responsibilities of the role.
✨Understand Financial Services Processes
Familiarise yourself with the key processes in investment banking and how they relate to CRM systems. This knowledge will help you articulate how you can tailor the CRM platform to meet the unique needs of the business.
✨Demonstrate Problem-Solving Skills
Prepare examples of challenges you've faced in previous roles, particularly related to data management or system integrations. Discuss how you approached these issues and the solutions you implemented, showcasing your analytical mindset.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing technical concepts. Be ready to explain how you would collaborate with various teams to ensure the CRM platform meets their needs.
