Job Description
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 ..... full job details .....