Platform & Systems Lead / CRM Lead

In this Platform & CRM Lead role, you own the firm’s client relationship platforms (Intapp Dealcloud and Intapp Relationships) and drive governance, adoption and value. You will lead a specialist team, partner with senior stakeholders across business functions, and shape how client and relationship data informs strategic decisions. You’ll oversee roadmaps, upgrades and integrations, and elevate data quality and reporting. This is a mission-critical, leadership role in a collaborative, professional services environment.

• Lead the strategic and operational management of the client relationship platform (Intapp Dealcloud and Intapp Relationships)
• Develop and maintain platform roadmaps aligned to business objectives and user needs
• Oversee upgrades, enhancements, testing and release activities
• Identify opportunities to improve functionality, efficiency and user experience
• Manage relationships with platform providers and third-party suppliers
• Contribute to data quality initiatives and governance processes firm-wide
• Standardize data standards, controls and best practices
• Support meaningful reporting and dashboards
• Engage stakeholders to ensure regulatory and data governance compliance
• Act as SME for CRM and relationship intelligence across the business
• Build relationships across Clients & Markets, Business Technology, Finance and HR
• Translate business requirements into practical system solutions
• Provide guidance on platform capabilities, processes and data best practices
• Support user engagement through training, communication and change management
• Lead, motivate and develop the Platform & Systems team
• Ensure delivery of high-quality support and development services
• Manage priorities, workload and resource allocation
• Encourage continuous improvement and knowledge sharing
• Identify opportunities to improve processes and working methods
• Lead or support CRM, data management and system integration projects
• Ensure platforms evolve with business needs and industry best practice
• Monitor performance and adoption metrics to support improvement

• Significant experience managing CRM, client relationship or business systems in a professional services or complex environment
• Strong understanding of CRM strategy, platform management and data governance
• Experience leading system development, enhancement or transformation initiatives
• Proven ability to engage and influence stakeholders at all levels
• Experience managing third-party suppliers and technology partners
• Strong analytical and problem-solving skills
• Experience leading, coaching or managing a team
• Excellent communication and relationship management skills

• Stakeholder engagement
• Change management
• Communication
• Intapp Dealcloud
• Intapp Relationships
• CRM strategy and platform management