CRM Project Manager

CRM Project Manager

Ready to build a CRM capability from scratch in a high-profile, partner-led professional services firm? We are supporting a leading international advisory business that is launching a brand-new CRM transformation programme. They are now looking to appoint a CRM Project Manager on an initial 18-month fixed-term contract, with strong potential for extension.

This is a sole, dedicated CRM Project Manager role. The programme has just commenced following vendor selection, so you will lead the full lifecycle delivery from mobilisation through to implementation and business-as-usual handover. The organisation does not currently operate a dedicated CRM, making this a true greenfield transformation.

The role sits within a wider technology transformation team and will involve close engagement with senior stakeholders and Partners across the firm.

• Hybrid working model - 1 to 2 days per week in office
• Occasional expensed European travel
• 18-month FTC with strong possibility of extension

• Own end-to-end CRM delivery from mobilisation to BAU handover
• Build and manage the integrated delivery plan, RAID log, stage gates and go-live readiness
• Lead the implementation of Deal Cloud and Hub Spot in partnership with third-party vendors
• Act as the single point of accountability for the CRM workstream
• Facilitate business requirements workshops with Marketing, Business Development and consulting teams
• Align scope to business value using adopt standard and configure principles
• Coordinate data migration, integrations and quality assurance across finance, HR and related systems
• Ensure GDPR compliance including consent, retention and data governance controls
• Prepare the firm for adoption including training coordination, sponsor alignment and hyper-care
• Manage senior stakeholder and Partner engagement throughout the programme

• Proven CRM implementation delivery experience within professional services or a comparable stakeholder-driven environment
• Strong experience managing third-party implementation partners and holding vendors accountable
• Confidence engaging senior stakeholders and Partners in business-facing discussions
• Experience delivering full lifecycle technology projects from mobilisation to BAU
• Structured programme governance experience including RAID management and change control

• Deal Cloud implementation experience
• Hub Spot implementation experience
• Experience working within a partner-led organisation

The interview process will include a Teams interview followed by a face-to-face meeting in London with a short presentation.

If you are looking for a visible, career-defining CRM transformation role where you can genuinely shape a firm’s client engagement capability, this is an outstanding opportunity.

Apply now for a confidential discussion and further detail.

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive workplace where all employees feel valued and respected. We encourage applications from candidates of all backgrounds.