At a Glance
- Tasks: Lead and optimise our client relationship management software, driving innovation and user adoption.
- Company: Join DAC Beachcroft, a forward-thinking firm focused on client service and strategic growth.
- Benefits: Enjoy a permanent role with competitive salary, professional development, and a supportive team environment.
- Other info: Be part of a dynamic team with excellent career growth opportunities.
- Why this job: Shape the future of CRM systems and make a real impact across the business.
- Qualifications: Experience in CRM management and strong stakeholder engagement skills required.
The predicted salary is between 56700 - 69300 £ per year.
Platform & Systems Lead / CRM Lead
Department
Business Services - Clients & Markets
Employment Type
Permanent
Location
- Manchester
- Description
At DAC Beachcroft, the quality of our client data, relationship intelligence and business development systems plays a critical role in supporting growth, client service and strategic decision-making.
We are seeking a Platform & Systems Lead / CRM Lead to take ownership of our client relationship management software Intapp Dealcloud and Intapp Relationships, leading the ongoing development, governance and optimisation of this key business system.
This is a highly visible leadership role, combining platform ownership, data governance, stakeholder engagement and people management.
Working closely with teams across Clients & Markets, Business Technology, Finance and HR, you will ensure our system continues to deliver value, drive adoption and provide the firm with trusted, high-quality client and relationship data.
The role offers an excellent opportunity for an experienced CRM or platform specialist looking to shape strategy, influence business-wide adoption and lead a team responsible for the delivery of critical business services.
This role offers the opportunity to
- Lead the development and continuous improvement of business-critical client relationship platform, Intapp Dealcloud and Intapp Relationships.
- Influence how client, contact and relationship data is managed and utilised across the firm.
- Partner with senior stakeholders across multiple business functions.
- Drive innovation and best practice in CRM, data governance and user adoption.
- Lead and develop a specialist team within a collaborative and supportive environment.
- Play a key role in future platform enhancements, integrations and initiatives.
Key Responsibilities
- Lead the strategic and operational management of the firm's client relationship platform, Intapp Dealcloud and Intapp Relationships.
- Develop and maintain platform roadmaps, ensuring systems remain aligned to business objectives and user requirements.
- Oversee platform upgrades, enhancements, testing and release activities.
- Identify opportunities to improve system functionality, efficiency and user experience.
- Manage relationships with platform providers and third-party suppliers.
- Contribute to firm-wide initiatives to improve data quality, consistency and integrity.
- Establish and maintain effective governance processes for Intapp Dealcloud and Intapp Relationships.
- Ensure data standards, controls and best practices are consistently applied.
- Support the development of meaningful reporting and dashboards.
- Work closely with relevant stakeholders to ensure compliance with regulatory and data governance requirements.
- Act as the subject matter expert for CRM and relationship intelligence.
- Build strong relationships with stakeholders across Clients & Markets, Business Technology, Finance, HR and the wider business.
- Translate business requirements into practical and effective system solutions.
- Provide advice and guidance on platform capabilities, processes and data best practice.
- Support user engagement through training, communication and change management initiatives.
- Lead, motivate and develop the Platform & Systems team.
- Ensure delivery of a high-quality support and development service to the business.
- Manage priorities, workload and resource allocation across the team.
- Encourage continuous improvement, knowledge sharing and professional development.
- Identify opportunities to improve existing processes and ways of working.
- Lead or support projects involving CRM, data management and system integrations.
- Ensure platforms continue to evolve in line with business requirements and industry best practice.
- Monitor performance and adoption metrics to support ongoing improvement.
Skills, Knowledge and Expertise
- Significant experience managing CRM, client relationship or business systems within a professional services or similarly complex environment.
- Strong understanding of CRM strategy, platform management and data governance principles.
- Experience leading system development, enhancement or transformation initiatives.
- Proven ability to engage and influence stakeholders at all levels.
- Experience managing third-party suppliers and technology partners.
- Strong analytical and problem-solving capabilities.
- Experience leading, coaching or managing a team.
- Excellent communication and relationship management skills.
- Experience of Intapp, Salesforce, Microsoft Dynamics or similar CRM platforms.
- Knowledge of relationship intelligence, business development or client management systems.
- Experience supporting platform integrations and wider business systems.
- Legal, professional services or partnership-sector experience.
- Experience delivering training, user adoption and change initiatives.
- Familiarity with reporting and data visualisation tools.
- Additional Information
As a Disability Confident Scheme employer, we're committed to providing an inclusive and accessible recruitment process.
If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact recruitment@dacbeachcroft. com in confidence with the vacancy reference in the subject line, and we'll be happy to help.
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Platform & Systems Lead / CRM Lead in Manchester employer: DAC Beachcroft LLP
DAC Beachcroft LLP is an exceptional employer that fosters a dynamic and inclusive work culture in the heart of Greater London. With a strong emphasis on professional development, employees are encouraged to grow their skills through various training opportunities while enjoying a collaborative environment that values innovation and teamwork. The firm also offers competitive benefits and the chance to work on diverse events, making it a rewarding place for those passionate about event management.
StudySmarter Expert Advice🤫
We think this is how you could land Platform & Systems Lead / CRM Lead in Manchester
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Platform & Systems Lead / CRM Lead at DAC Beachcroft LLP!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like DAC Beachcroft LLP or be willing to refer you for that Platform & Systems Lead / CRM Lead position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from DAC Beachcroft LLP who’s on the lookout for their next Platform & Systems Lead / CRM Lead star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Platform & Systems Lead / CRM Lead role at DAC Beachcroft LLP!
We think you need these skills to ace Platform & Systems Lead / CRM Lead in Manchester
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at DAC Beachcroft LLP. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at DAC Beachcroft LLP
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at DAC Beachcroft LLP. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
