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. Apply now or get in touch for a confidential conversation
Implementation Consultant in London 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.
