ARC IT Recruitment

CRM Platform Manager - DealCloud/Salesforce City/Hybrid Circa £85,000 + Bonus + Excellent Benefits CRM, 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.