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About the Role

Drive CRM transformation for leading Private Capital firms. As a Consultant, you will take ownership of CRM implementation projects, partner with senior stakeholders, and help clients successfully adopt technology that delivers measurable business value.

Responsibilities

• Lead CRM implementation projects and workstreams from requirements gathering through to configuration, testing, deployment and post-go-live support.
• Support the implementation and optimisation of CRM platforms such as DealCloud, Salesforce or similar enterprise systems.
• Work with senior business stakeholders to understand business processes, gather requirements and translate these into functional solutions.
• Conduct business analysis, identify process improvements and solve complex operational and systems challenges.
• Facilitate workshops, document business and functional requirements and ensure alignment between business needs and technical delivery.
• Configure CRM platforms and support data migration, User Acceptance Testing (UAT), training and Production releases.
• Build trusted client relationships, managing expectations throughout implementation and change programmes.
• Independently manage projects or workstreams, taking ownership of timelines, risks, deliverables and successful outcomes.
• Support wider operational transformation and technology-enabled change initiatives across Private Markets clients.
• Collaborate with technical teams, data specialists and client stakeholders to ensure high-quality project delivery.
• Identify opportunities to enhance client value and contribute to future consulting engagements.
• Contribute to internal best practice, knowledge sharing and Consultant-led initiatives across Holland Mountain.

Requirements

• Experience delivering CRM and business transformation projects within a consulting or professional services environment.
• Experience supporting or delivering CRM implementations using platforms such as DealCloud, Salesforce or similar.
• Strong business analysis and problem-solving skills, particularly within CRM, data or enterprise systems environments.
• Experience gathering requirements, documenting business processes and translating business needs into system solutions.
• Experience supporting CRM configuration, data migration, User Acceptance Testing (UAT) and Production deployment.
• Experience leading projects or workstreams independently with responsibility for successful delivery.
• Excellent stakeholder management skills, with the ability to build relationships and influence senior business leaders.
• Experience working within consulting, advisory or professional services organisations.
• Excellent communication, presentation and organisational skills.
• A collaborative, proactive and solutions-focused approach.
• Experience within Private Markets, Financial Services or a related industry would be highly advantageous.

Skills

• CRM
• Business Transformation
• DealCloud
• Salesforce
• Business Analysis
• Problem-Solving
• Stakeholder Management
• Communication
• Presentation
• Organisation

Location

• London

Work Type

• Hybrid
• Remote

Experience Level

• Consultant

Salary/Compensations

• Competitive salary that recognises your experience and impact

Benefits

• Private healthcare
• Generous pension contributions
• Hybrid working with three days a week in our modern London Bridge office
• Work from anywhere for up to 5 days each year
• 25 days' annual leave, increasing to 28 days with length of service
• Life Assurance (Death in Service)
• Industry-leading benefits package
• Structured development
• Regular feedback
• Clear career progression
• Formal training
• Professional qualifications
• Continuous learning opportunities

About the Company

• Holland Mountain is a global leader in consulting and data solutions for the Private Markets industry.
• Since 2009, we've partnered with Private Capital managers to deliver smarter analytics, operational excellence and lasting value through our award-winning ATLAS data platform.
• Winners of The Drawdown's 2025 PE Service Provider Awards: Best Advisory / Consultancy, Best Technology for Data.
• Trusted, respected and growing fast.