IT & Software

Platform & Systems Lead / CRM Lead

DAC Beachcroft

Leeds · West Yorkshire · United Kingdom

Overview

In this leadership role you own the client relationship platforms Intapp Dealcloud and Intapp Relationships, ensuring governance, adoption and high-quality data. You will partner with cross-functional teams to translate business needs into scalable CRM solutions and platform improvements. You lead a specialist team and drive strategic roadmaps, upgrades and integrations that unlock value across the firm. This is a high-visibility opportunity to shape CRM strategy and data governance in a complex professional services environment.

Responsibilities
  • Lead strategic and operational management of Intapp Dealcloud and Intapp Relationships
  • Develop and maintain platform roadmaps aligned to business objectives
  • Oversee upgrades, testing and release activities
  • Identify opportunities to improve functionality and user experience
  • Manage relationships with platform providers and third-party suppliers
  • Contribute to data governance and quality initiatives
  • Ensure data standards and controls are applied
  • Support reporting and dashboards development
  • Act as CRM SME and translate business needs into solutions
  • Lead training, change management and stakeholder engagement
  • Lead, motivate and develop the Platform & Systems team
  • Oversee delivery of high-quality support and development services
  • Manage priorities and resource allocation
  • Drive continuous improvement and knowledge sharing
  • Identify opportunities to improve processes and lead CRM/data management projects
  • Monitor adoption metrics and platform evolution
Key requirements
  • Significant experience managing CRM or business systems in a complex professional services environment
  • Strong CRM strategy, platform management and data governance knowledge
  • Experience leading system development, enhancements or transformations
  • Proven ability to engage and influence stakeholders at all levels
  • Experience managing third-party suppliers and technology partners
  • Strong analytical and problem-solving capabilities
  • Experience leading, coaching or managing a team
  • Excellent communication and relationship management skills
  • Desirable: Experience with Intapp, Salesforce, Microsoft Dynamics
  • stakeholder engagement
  • leadership
  • communication
  • Intapp Dealcloud
  • Intapp Relationships
  • Intapp ecosystem

Reference: WJ-747_30165826

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