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About the Role
This is a highly operational and strategically important role within RSM's Integrated Marketing & Communications (IMC) team. It offers a unique opportunity to shape and lead the technology and data ecosystem that supports RSM's growth ambitions, defining the roadmap for CRM, relationship intelligence, marketing automation, and AI capabilities to strengthen client relationships, unlock commercial opportunities, and drive innovation.
Responsibilities
- Own the multi-year platform roadmap, including decisions on what to keep, replace, or add, and the sequencing and business case for each.
- Lead the evaluation and selection of vendors and AI capabilities, collaborating with IT on technical feasibility, security, and governance.
- Own the platform and data-model decisions for the UK/US data integration project.
- Define and drive the adoption strategy for the CRM platform, addressing both behavioral and incentive challenges.
- Manage vendor relationships and contracts for the growth platform stack.
- Build the 'AI agent' use-case pipeline in partnership with Marketing Data and IT leads.
Requirements
- Experience leading a CRM or MarTech platform transformation (not just administration) in professional/financial services or a similarly relationship-led B2B environment.
- Comfortable acting as the business owner in discussions with technical architects.
- Experience selecting and governing AI/vendor tools, with a focus on business application rather than deep technical build skills.
- Strong stakeholder management skills, particularly with senior partners.
- Ability to spot inefficiencies and a passion for making improvements.
Skills
- CRM
- MarTech
- Relationship intelligence
- Marketing automation
- AI capabilities
- Stakeholder management
- Vendor management
- Data integration
- Business case development
Location
- UK
Work Type
- Hybrid
- Flexible working
Experience Level
- Mid-level
Benefits
- Flexible reward and benefits package
- Hybrid and Flexible working
- 27 Days Holiday (with the option of purchasing additional days)
- Lifestyle, Health, and Wellbeing benefits
- Financial wellbeing benefits
- Access to financial tools
- Electric car scheme
- Access to a virtual GP
- Access to a suite of 300+ on-demand courses
About the Company
- RSM is one of the world's largest networks of audit, tax and consulting firms, delivering big ideas and premium service to help middle-market businesses thrive.
- RSM is a fast-growing firm with clear ambitions to become the premium adviser to the middle market, globally.
- The company culture emphasizes building a future and making an impact.
Equal Opportunity
- At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work.
- We aim to achieve diversity of background, experience, and perspective in our teams to genuinely understand client needs.
- Diverse teams bring a broader range of ideas and insights.
- We are working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
- We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments.