Senior Transformation Manager - BD & Marketing

Your Role

You'll be responsible for driving the transformation, governance and ongoing development of our core Business Development and Marketing platforms. Acting as a strategic partner to the business, you'll help define how client and prospect information moves through our technology ecosystem, ensuring consistency, efficiency and scalability across key CRM platforms.

A key initial focus will be the transformation and standardisation of lead management processes, creating a strong foundation for future automation and AI-driven capabilities. You'll also contribute to wider strategic initiatives including CRM integration, reporting and data transformation programmes

• Leading transformation initiatives across our BD & Marketing technology platforms.
• Defining and delivering the strategic roadmap for platform standardisation and improvement.
• Establishing governance frameworks, processes and operating models across multiple interconnected systems.
• Gathering and translating business requirements into effective technology solutions and process improvements.
• Working closely with Business Development, Marketing, Technology, Operations and Data teams to align platform capabilities with business objectives.
• Driving improvements in lead management, client relationship management and reporting capabilities.
• Developing strategies to improve user adoption, engagement and business value from our technology investments.
• Identifying opportunities for automation, innovation and future AI-enabled solutions.
• Improving data quality, platform integration, governance and reporting capabilities.
• Monitoring platform performance and benefits realisation, providing insight and recommendations to senior stakeholders.
• Acting as a trusted advisor to senior leadership on platform strategy and transformation priorities.

We're looking for a commercially minded transformation professional who combines strong technical understanding with excellent stakeholder engagement skills and a passion for driving meaningful change.

• Significant experience operating as a CRM Product Owner, Transformation Lead, Product Manager or similar role within a complex organisation.
• Strong experience working with Microsoft Dynamics 365 and wider CRM technologies.
• A proven track record of delivering CRM, digital or business transformation programmes.
• Experience establishing governance, business processes and operating models across enterprise platforms.
• Strong understanding of lead management, customer journeys, reporting and data flows.
• Experience gathering complex business requirements and translating them into practical solutions.
• Excellent stakeholder management skills, with the ability to influence and challenge at senior levels.
• Strong analytical, problem-solving and decision-making capabilities.
• A continuous improvement mindset with a passion for learning and innovation.

• Experience with Peppermint CRM, Power BI and the Microsoft Power Platform.
• Exposure to automation, AI or digital innovation programmes.
• Experience with in professional services, legal services or another complex client-centric environment.
• Experience supporting enterprise reporting, data or CRM integration initiatives.
• 25 days' holiday as standard, rising to 28 days depending on role level, plus bank holidays and the option to purchase additional leave.
• Opportunities to share in our success through annual pay and bonus review processes for eligible colleagues.
• Health and wellbeing support, including Westfield Health and Digital GP access.
• Competitive pension arrangements to help you plan for the future.
• Two paid volunteering days every year to support causes that matter to you.
• Access to a range of colleague discounts and lifestyle benefits…