CRM Delivery Manager/Project Manager

1 month ago

City of London, United Kingdom Pontoon Full time
Job Title: CRM Delivery Manager/Project Manager (CRM Implementation)
Location: London
Duration: 9 months (Scope for Extension)
£885 Inside IR35
My high-profile banking client are recruiting for a Delivery Manager with experience handling CRM implementation to join their team. The role is a Hybrid role which will require the candidate to work on site 2/3 days a week, working normal office hours. The role will be for a 9 month contracting position with the potential to extend.
Description:
The role is accountable for the organisation and delivery of the Project DCM book build underway within Debt Capital Markets.
The Product Owner will be responsible to implement a system to streamline the approvals process to originate and complete DCM deals and to implement a system that combines client information and compliance approval checks.
The Product Owner will work with necessary vendors and organise an RFP in order to source a vendor that fulfils the workflow requirements of the primary markets team.
This project is fundamental to reduce operational risk and streamlining processes and expedite delivery of deals to the market.
The Product Owner will also act as a key business analyst for the project and will work closely with ITSD head of product and key business stakeholders and provide Steer co meeting and project progress updates.
The project should be targeted to run over 6-9 months period, by the end of which the Product Owner would have sourced a CRM system to Streamline the DCM workflow from origination to completion of a deal, Streamlined the Transaction Approval Committee (TAC) workflow and Integrated DCM Workflow with KYC and Compliance applications for approval checks.
Skills and Experience
Experience in IT Product Management, project management & Business Analysis
Must have experience working with Front Offices stakeholders.
Experience working with Debt Capital Markets is desirable.
Good understanding of CRM systems, such as SalesForce or DealCloud, and KYC workflow management tools
Excellent communication and written skills
Organised and demonstrable experience meeting project deadlines
Please apply with an up-to-date CV which must show evidence of the above to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.
Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive

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