Platform & Systems Lead / CRM Lead

At DAC Beachcroft, the quality of our client data, relationship intelligence and business development systems plays a critical role in supporting growth, client service and strategic decision-making. We are seeking a Platform & Systems Lead / CRM Lead to take ownership of our client relationship management software Intapp Dealcloud and Intapp Relationships, leading the ongoing development, governance and optimisation of this key business system. This is a highly visible leadership role, combining platform ownership, data governance, stakeholder engagement and people management. Working closely with teams across Clients & Markets, Business Technology, Finance and HR, you will ensure our system continues to deliver value, drive adoption and provide the firm with trusted, high-quality client and relationship data. The role offers an excellent opportunity for an experienced CRM or platform specialist looking to shape strategy, influence business-wide adoption and lead a team responsible for the delivery of critical business services. This role offers the opportunity to:

• Lead the development and continuous improvement of business-critical client relationship platform, Intapp Dealcloud and Intapp Relationships.
• Influence how client, contact and relationship data is managed and utilised across the firm.
• Partner with senior stakeholders across multiple business functions.
• Drive innovation and best practice in CRM, data governance and user adoption.
• Lead and develop a specialist team within a collaborative and supportive environment.
• Play a key role in future platform enhancements, integrations and initiatives., Lead the strategic and operational management of the firm's client relationship platform, Intapp Dealcloud and Intapp Relationships.
• Develop and maintain platform roadmaps, ensuring systems remain aligned to business objectives and user requirements.
• Oversee platform upgrades, enhancements, testing and release activities.
• Identify opportunities to improve system functionality, efficiency and user experience.
• Manage relationships with platform providers and third-party suppliers.
• Contribute to firm-wide initiatives to improve data quality, consistency and integrity.
• Establish and maintain effective governance processes for Intapp Dealcloud and Intapp Relationships.
• Ensure data standards, controls and best practices are consistently applied.
• Support the development of meaningful reporting and dashboards.
• Work closely with relevant stakeholders to ensure compliance with regulatory and data governance requirements.
• Act as the subject matter expert for CRM and relationship intelligence.
• Build strong relationships with stakeholders across Clients & Markets, Business Technology, Finance, HR and the wider business.
• Translate business requirements into practical and effective system solutions.
• Provide advice and guidance on platform capabilities, processes and data best practice.
• Support user engagement through training, communication and change management initiatives.
• Lead, motivate and develop the Platform & Systems team.
• Ensure delivery of a high-quality support and development service to the business.
• Manage priorities, workload and resource allocation across the team.
• Encourage continuous improvement, knowledge sharing and professional development.
• Identify opportunities to improve existing processes and ways of working.
• Lead or support projects involving CRM, data management and system integrations.
• Ensure platforms continue to evolve in line with business requirements and industry best practice.
• Monitor performance and adoption metrics to support ongoing improvement.
  
  Significant experience managing CRM, client relationship or business systems within a professional services or similarly complex environment.
• Strong understanding of CRM strategy, platform management and data governance principles.
• 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 capabilities.
• Experience leading, coaching or managing a team.
• Excellent communication and relationship management skills.
• Experience of Intapp, Salesforce, Microsoft Dynamics or similar CRM platforms.
• Knowledge of relationship intelligence, business development or client management systems.
• Experience supporting platform integrations and wider business systems.
• Legal, professional services or partnership-sector experience.
• Experience delivering training, user adoption and change initiatives.
• Familiarity with reporting and data visualisation tools.