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Platform & Systems Lead / CRM Lead Department: Business Services - Clients and Markets Employment Type: Permanent Location: Newcastle Description At DAC Beachcroft, the quality of our client data, relationship intelligen…
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Other
Posted 3d ago
~40 hrs/week
Responsibilities
The Platform & Systems Lead will oversee the strategic management, governance, and optimization of the firm's client relationship platforms, including Intapp Dealcloud and Intapp Relationships. They will lead a specialist team to drive system adoption, ensure high-quality data standards, and partner with senior stakeholders across various business functions.
Requirements
The ideal candidate possesses significant experience managing CRM or business systems within a complex professional services environment. They must demonstrate strong leadership capabilities, expertise in data governance, and the ability to influence stakeholders while managing third-party technology partners.
Full job description
Platform & Systems Lead / CRM Lead
Department: Business Services - Clients and Markets
Employment Type: Permanent
Location: Newcastle
Description
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.
Key Responsibilities
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.
Skills, Knowledge and Expertise
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.
Additional Information
As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process. If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact [email protected] in confidence with the vacancy reference in the subject line, and we’ll be happy to help.
DAC Beachcroft is a leading international legal business with offices across Europe, Latin America, North America and Asia Pacific.
We partner with our clients to help them achieve sustainable growth and to defend their business and reputation. We do this by taking a tailored approach to providing commercial, transactional, claims, risk and advisory legal services.
We are recognised leaders in Insurance, Health and Real Estate and draw on the knowledge, industry experience and commercial expertise of our outstanding 3,000 lawyers and support colleagues in these sectors and beyond.
We are forward-thinking, flexible and easy to engage with and we're proud that our clients tell us regularly that we're great to work with.
We know that our clients value advice that is innovative, practical and personal to them, and we pride ourselves on getting to the heart of their businesses. We measure our performance against their expectations and embrace change as a necessary stage in evolving and strengthening our relationships.
The close working relationship we enjoy with our clients has not been built overnight but honed carefully over the last 250 years. This means today our clients can remain confident they have the very best legal expertise available.
How many Data & Analytics jobs are open in Newcastle upon Tyne, United Kingdom right now?
There are currently 166 open data & analytics positions in Newcastle upon Tyne, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in Newcastle upon Tyne, United Kingdom?
Companies currently hiring include Capgemini, Version 1, Norton Rose Fulbright, Scrumconnect Consulting, Turner & Townsend, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in Newcastle upon Tyne, United Kingdom?
Yes — 135 of the 166 open data & analytics positions offer remote or hybrid work (18 remote, 117 hybrid).
How do I apply for Data & Analytics jobs in Newcastle upon Tyne, United Kingdom?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.