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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Platform & Systems Lead / CRM Lead - **Company:** DAC Beachcroft - **Location:** Bristol, UK - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Business Systems, Data Governance, Microsoft Dynamics, Systems Development Life Cycle, Salesforce.Com, Systems Integration, Performance Monitor, Data Management - **Published:** August 15, 2026 - **Apply:** https://www.careerjet.co.uk/job/gbeb3b83152bda133c56112541eacef9af/eaa ## About the Role * 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. ## 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., * 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. ## Related Videos - [Automated MS SQL Server database deployments with dacpacs and Azure DevOps](https://www.wearedevelopers.com/videos/334-automated-ms-sql-server-database-deployments-with-dacpacs-and-azure-devops) - [It's all about the Data](https://www.wearedevelopers.com/videos/425-it-s-all-about-the-data) - [Data Governance in the Era of AI](https://www.wearedevelopers.com/videos/1622-data-governance-in-the-era-of-ai) - [The Data Mesh as the end of the Datalake as we know it](https://www.wearedevelopers.com/videos/156-the-data-mesh-as-the-end-of-the-datalake-as-we-know-it) - [Great DevEx and Regulatory Compliance - Possible?](https://www.wearedevelopers.com/videos/1426-great-devex-and-regulatory-compliance-possible) - [AI beyond the code: Master your organisational AI implementation.](https://www.wearedevelopers.com/videos/1248-ai-beyond-the-code-master-your-organisational-ai-implementation) ## Related Articles - [What Are The Top Skills Required For Azure Developers?](https://www.wearedevelopers.com/magazine/77-what-are-the-top-skills-required-for-azure-developers) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [What’s the Difference between a Junior, Mid, and Senior Developer?](https://www.wearedevelopers.com/magazine/238-what-s-the-difference-between-a-junior-mid-and-senior-developer) - [Should Tech Managers Be Developers First? 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