CRM Implementation Consultant

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.