CRM Implementation Consultant – Private Capital / Financial Services
An exciting opportunity to join an award-winning global consultancy delivering CRM and business transformation projects for some of the world's leading Private Equity and Investment Management firms.
We're looking for an experienced CRM Implementation Consultant with a strong combination of CRM delivery, business analysis and client-facing consulting experience.
You'll take ownership of end-to-end CRM implementation projects, working closely with senior stakeholders to optimise business processes, improve data quality and deliver technology solutions that drive operational efficiency.
Key Responsibilities
- Lead CRM implementation projects from requirements gathering and solution design through to configuration, testing and go-live.
- Implement and optimise CRM platforms such as DealCloud, Salesforce or similar enterprise solutions.
- Work directly with clients to understand business requirements, identify process improvements and translate needs into functional solutions.
- Facilitate stakeholder workshops and manage business analysis, process mapping and functional documentation.
- Support CRM configuration, data migration, UAT, training and production deployment.
- Independently manage project workstreams, timelines, risks and deliverables.
- Build strong relationships with senior stakeholders and support wider business transformation initiatives.
Key Requirements
- Proven experience delivering CRM implementation or transformation projects, ideally within a consulting or professional services environment.
- Hands-on experience with DealCloud, Salesforce or similar CRM platforms.
- Strong business analysis skills, including requirements gathering, process mapping and solution design.
- Experience across CRM configuration, data migration, UAT and deployment.
- Ability to independently manage projects or workstreams and engage confidently with senior stakeholders.
- Excellent communication, problem-solving and client relationship management skills.
- Experience within Private Equity, Investment Management, Financial Services or Private Markets would be highly advantageous. Consulting/ professional services experience is mandatory.
If you're a CRM Consultant, Implementation Consultant or Business Analyst with strong CRM delivery experience and enjoy combining technology with client-facing consulting, we'd love to hear from you.
CRM Implementation Consultant employer: Synapri
At Synapri, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Our team enjoys flexible remote working arrangements with the opportunity for occasional office interactions in London, ensuring a healthy work-life balance while contributing to cutting-edge LegalTech solutions. We are committed to employee growth, providing access to training and development resources that empower our engineers to excel in their careers.
