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Permanent role

Overview

We are seeking a Senior DealCloud Specialist to join a high-performing investment environment following the completion of one of a large DealCloud implementation. This hire will play a critical role in supporting, optimising and evolving the platform, working across both strategic initiatives and ongoing BAU.

This is an opportunity for a senior, hands-on platform specialist to take ownership and act as a subject matter expert.

Key Responsibilities

• Lead and support strategic DealCloud enhancement projects

• Manage and optimise BAU platform performance and user experience

• Configure, customise and enhance DealCloud to meet evolving business needs

• Partner with senior stakeholders across investment and operational teams

• Identify process improvements and implement scalable solutions

• Support data integrity, reporting and workflow optimisation

• Work closely with the existing in-house DealCloud specialist to strengthen platform capability

Required Experience

• Minimum 2 years’ hands-on DealCloud experience

• Strong platform knowledge including configuration, implementation and optimisation

• Experience delivering or supporting medium-to-large scale DealCloud implementations

• Ability to operate as a senior SME and engage confidently with stakeholders

Preferred Background

• Consultancy background with exposure to multiple DealCloud projects

• In-house DealCloud implementation experience within Private Equity or Venture Capital

• Experience supporting post-implementation optimisation in an investment environment

Candidate Profile

• Senior, credible and commercially aware

• Strong problem-solving and solution design capability

• Comfortable operating both strategically and hands-on

• Proactive and able to work in a lean, high-impact team

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Key Responsibilities

• Lead the functional implementation of HubSpot Sales, Marketing, and Service Hubs—translating business goals into scalable configurations, workflows, and automations.

• Design and implement multi-brand structures using Business Units, permission sets, partitioned assets, and subscription types to ensure data separation while supporting consolidated reporting.

• Standardize and orchestrate definitions and processes across Hubs (e.g., lifecycle stages, SLAs, ticketing, CSAT/NPS, knowledge base).

• Ensure compliance with relevant data privacy regulations (e.g., GDPR, ePrivacy, CAN-SPAM/CASL) across all forms, subscriptions, and data capture mechanisms.

• Oversee functional aspects of integrations (HubSpot APIs, webhooks, iPaaS tools, Dynamics 365, ERP, identity systems), working closely with technical teams.

• Manage SSO and email infrastructure including authentication protocols (SPF/DKIM/DMARC), shared inboxes, and brand domains.

• Define and deliver reporting frameworks—global and local dashboards, attribution models, data contracts, and contact governance.

• Lead rollout waves from discovery through hypercare—owning configuration, UAT, migration mapping, and process documentation.

• Facilitate workshops and manage stakeholders across Marketing, Sales, Service, IT, and Compliance functions at both global and local levels.

Qualifications

• Recent experience (within the last 2 years) as a HubSpot Functional Consultant or Product Owner delivering complex, global, multi-brand HubSpot implementations.

• Strong expertise in configuring Business Units, permissions, sequences, automation, ticketing, knowledge base, and other core HubSpot features.

• Experience integrating HubSpot with Microsoft Dynamics 365 CE, including data mapping, identity management, and cross-platform processes.

• Proven ability to manage compliance requirements (GDPR, UK-GDPR, etc.) and consent/preference strategies across large data sets.

• Background in piloting implementations and scaling through repeatable toolkits (templates, runbooks, UAT materials, hypercare plans).

• Skilled in stakeholder engagement and requirements gathering within federated organizations or complex multi-entity environments.

• Familiarity with iPaaS solutions and HubSpot APIs; able to collaborate with engineering teams while owning end-to-end functional delivery.

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We’re seeking an experienced CRM leader to own and optimise our client’s Salesforce, HubSpot, and related platforms, ensuring they drive growth, customer engagement, and operational excellence. You’ll oversee CRM strategy, platform management, data integrity, and vendor relationships, working closely with sales, marketing, finance, and technology teams to enable seamless processes and valuable insights.

Key Responsibilities:

• Lead CRM platform configuration, integration, and optimisation.

• Drive user adoption through training, documentation, and support.

• Ensure data accuracy, security, and compliance.

• Partner with vendors, consultants, and internal stakeholders to deliver best-in-class CRM practices.

• Support reporting, analytics, and order-to-cash processes.

• Align CRM strategy with commercial goals and budget management.

About You:

• Proven track record in senior CRM leadership roles, ideally in the events or media sector.

• Strong understanding of B2B customer data, lifecycle management, and sales processes.

• Skilled in managing complex technology projects and multi-vendor environments.

• Excellent leadership, communication, and influencing skills.

This is a London-based role reporting to the Chief Data and Technology Officer.

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Key Responsibilities:

• Collaborate with business stakeholders to understand and document CRM requirements, translating them into functional specifications.

• Configure and customise Microsoft Dynamics 365 to align with business processes and objectives.

• Design and implement workflows, business process flows, dashboards, forms, and reports within Dynamics 365.

• Act as the primary point of contact between business users and technical teams, ensuring solutions are aligned and well-communicated.

• Support system testing, UAT, training, and rollout activities.

• Deliver user training and produce user-friendly documentation and guidance materials.

• Provide ongoing support, troubleshooting, and enhancement recommendations for the CRM system.

• Stay up to date with Microsoft Dynamics 365 updates and best practices, advising on how new features can benefit the business.

Skills & Experience:

• Proven experience in a similar CRM Functional Consultant role, with a strong focus on Microsoft Dynamics 365 (CE/CRM).

• Solid understanding of CRM principles and business processes, particularly within sales, marketing, and customer service.

• Experience gathering business requirements, conducting workshops, and creating functional documentation.

• Ability to configure Dynamics 365 out-of-the-box features (entities, forms, views, workflows, security roles, etc.).

• Excellent interpersonal and communication skills, with the ability to engage effectively with stakeholders at all levels.

• Strong analytical and problem-solving abilities.

• Knowledge of Power Platform (Power Automate, Power Apps) is a plus.

• Familiarity with data protection regulations such as GDPR.

Desirable Qualifications:

• Microsoft Dynamics 365 certifications (e.g. MB-210, MB-220, PL-200).

• Experience with Dynamics 365 integrations or data migration tools.

• Understanding of Agile delivery methodologies.

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We are seeking an experienced D365 CRM Developer to join our team on a 6-month contract basis to support the upgrade of our CRM system from Dynamics 2011 to D365 CE (Customer Engagement) Online. .

Key Responsibilities:

• Upgrade Support: Assist in the migration of CRM data, customizations, and configurations from Dynamics 2011 to D365 CE Online.

• Customisation & Development: Develop custom plugins, workflows, and integrations within Dynamics 365 CRM using C#, JavaScript, and Power Platform tools (Power Automate, PowerApps, etc.).

• Troubleshooting & Issue Resolution: Provide technical support during the migration and resolve any issues related to the upgrade process.

• System Configuration & Customization: Configure and customize D365 CRM modules, including Sales, Customer Service, and Marketing, to meet business requirements.

• Data Migration: Ensure smooth data migration, integrity, and testing from the legacy Dynamics 2011 system to D365 CE Online.

• Collaboration: Work closely with functional consultants, project managers, and the wider development team to ensure successful project delivery.

• Testing & Validation: Perform unit testing and assist with user acceptance testing (UAT) to ensure the system meets the defined requirements.

Key Skills & Experience:

• Experience: Minimum 3+ years of hands-on experience with Microsoft Dynamics CRM

• CRM Versions: Strong experience with Dynamics 2011 CRM, specifically related to the upgrade to D365 CE.

• Technical Skills: Proficient in C#, JavaScript, and the Power Platform (Power Automate, PowerApps).

• Customization & Configuration: Experience in developing and customizing Dynamics 365 CRM applications, including forms, views, dashboards, and business rules.

• Integration: Experience with integrating D365 CRM with other business applications using web services, APIs, and data connectors.

• Data Migration: Familiar with tools and strategies for migrating data between Dynamics 2011 and D365 CE Online.

• Problem–Solving:Strong troubleshooting and analytical skills to resolve CRM–related issues during the upgrade process.

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