Project Manager

Project Manager

Posted 2 days ago by Burns Sheehan

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£700 Per day
Outside
Undetermined
London Area, United Kingdom
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Banking Capital Markets Constituent Relationship Management Customer Relationship Management (CRM) Software Equity and Debt Financial Services Investments Management Mergers And Acquisitions Microsoft 365 Microsoft Dynamics Microsoft Excel Private Equity Project Management Relationship Management Salesforce Stakeholder Management

Summary: The role of Project Manager involves leading the global implementation of the DealCloud CRM platform for a prestigious financial advisory firm. The position requires a seasoned professional with a proven track record in managing complex technology projects, particularly in financial services. The successful candidate will play a critical role in enhancing client relationship management and deal flow processes. This is a high-profile contract position for a duration of six months, offering a competitive daily rate.

Key Responsibilities:

  • Manage the full lifecycle implementation of DealCloud CRM platform.
  • Oversee complex, cross-functional technology projects ensuring successful delivery.
  • Engage in stakeholder management, including senior stakeholders, vendors, and steering committees.
  • Ensure projects are delivered on time and within scope.

Key Skills:

  • Proven experience in project management within financial services.
  • Significant hands-on experience with CRM implementation projects.
  • Direct experience with DealCloud is highly beneficial.
  • Strong stakeholder management skills.
  • Ability to work in a high-stakes, demanding environment.

Salary (Rate): £700 daily

City: London Area

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: IT

Detailed Description From Employer:

Project Manager - DealCloud implementation, financial services - £600 - £700/day (OUTSIDE IR35) - 6 months A prestigious, world-renowned independent financial advisory firm is seeking a highly competent Contract Project Manager to lead a critical, global implementation of its new CRM platform. This role sits within their General Advisory business, which focuses on M&A, financing, and strategic advice to clients globally. This is a high-profile role for a solid Project Manager who can make a significant, lasting impact on how a top-tier firm manages its client relationships and vital deal flow.

The Project: You will manage the full lifecycle implementation of DealCloud , a leading platform tailored for capital markets and advisory firms.

Key Requirements for the Project Manager:

  • Proven Project Management: You are a seasoned Project Manager with experience managing complex, cross-functional technology projects with a clear record of successful delivery.
  • Essential CRM Experience: You must have significant, hands-on experience managing a CRM implementation project (e.g., Salesforce, Microsoft Dynamics, etc.) within a similar professional or financial services environment (Investment Banking, M&A Advisory, Private Equity, etc.).
  • DealCloud is a strong advantage: Direct experience with DealCloud is highly beneficial.
  • Stakeholder Management: You excel at managing senior stakeholders, vendors, budgets, and steering committees to ensure projects are delivered on time and to scope.
  • The Right Fit: You are comfortable working in a demanding, high-stakes environment that requires precision, confidentiality, and strategic foresight.

If you are a driven Project Manager ready for your next challenging contract and meet the core criteria, we encourage you to apply.

Project Manager - DealCloud implementation, financial services - £600 - £700/day (OUTSIDE IR35) - 6 months

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