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Salesforce CRM/nCino Core Banking Platform Lead Our Client is bank based in the City of London who are looking to recruit a Core Banking Lead for the Salesforce CRM nCino Patform. You will have at least 5 to 7 years experience at expert level of working with a Core Banking system and ideally with Salesforce/nCino core banking platform. The position will report to Head of Software Engineering for Core Banking Systems at the bank. Additionally, you will be responsible for managing a team of 15 software developers, some on-shore and some off-shore to ensure a smooth delivery of projects across different global regions. Role Description This full-time Salesforce CRM/nCino Core Banking Platform Lead role is a hybrid position based in London, with flexibility to work from home part of the week. The role involves leading the design, configuration, and optimization of Salesforce CRM and the nCino core banking platform to support business and client requirements. The Lead will translate stakeholder needs into scalable solutions, manage the product backlog, and coordinate with technical teams to deliver enhancements, integrations, and releases. Day-to-day responsibilities include gathering and analyzing requirements, overseeing implementation and testing, ensuring data quality and compliance, and resolving platform-related issues. The individual will also provide guidance and training to users, collaborate with sales and relationship teams to improve customer journeys, and drive continuous improvement across CRM and banking processes. Qualifications Strong Customer Relationship Management (CRM) skills, including hands-on experience with Salesforce and understanding of nCino or similar core banking platforms. Advanced Analytical Skills to interpret business requirements, analyze data, and design effective process and system solutions. Excellent Communication skills for engaging stakeholders, documenting requirements, presenting solutions, and supporting change management. Proven Project Management experience in planning, prioritizing, and delivering platform enhancements and integrations in a structured, timely way. Experience in banking or financial services, particularly in lending or core banking operations, is highly desirable. Familiarity with agile delivery methods, system integration concepts (APIs, data flows), and testing best practices. Bachelor’s degree in information systems, computer science, business, or a related field, or equivalent professional experience. Salesforce and/or nCino certifications are a strong advantage. You will be lead the software development team to produce technical solutions design. Collaborate with the Offshore developers to manage distributed delivery, ensuring clarity in requirements, timelines, and quality expectations. Act as the onshore escalation point for delivery issues and blockers. Break down high-level designs from the technical solution design/review group into actionable development tasks. Ensure onshore development follows best practices and coding standards. Conduct code reviews and provide technical guidance to developers. Work closely with Stakeholders as the primary onshore interface for business analysts, product owners, and QA teams. Serve Participate in requirement walkthroughs, sprint planning, and demos. Ensure business expectations are clearly communicated to offshore teams. Manage and coordinate development environments. Support deployment planning and execution in collaboration with the Offshore team and release managers. Encourage the use of Agile/Scrum practices and continuous improvement. Ensure thorough unit testing and documentation of deliverables. Support integration testing and UAT cycles, coordinating with offshore QA resources. The position is 3 days per week in the office in the City of London. The salary for this role will be in the range £80K - £90K. Do send your CV to us in Word format along with your salary and availability.

Director of ERP and CRM MS Dynamics 365 - London The Director of ERP and CRM is a senior member of the IT leadership team and reports to the Senior Director of Business Applications. They will be responsible for managing Dynamics 365 F&O, D365 CRM, all associated independent software package integrated to D365 F&O and CRM. and legacy ERP applications (Navision, DataFlo) . The successful candidate will have experience working with senior management to collaborate on business objectives and solutions. They must have strong leadership skills to build and manage an effective team of analysts and developers to support the business's systems and reporting requirements. This position will be a key business partner to functions across the organization. Their team will support business application users globally and provide support with local and remote support teams. Responsibilities: Partner with the functional leaders and their organizations to create Dynamics365 F&O and CRM roadmaps. Oversee the successful implementation of the ERP and CRM roadmap and portfolio of projects, either directly or in conjunction with the IT PMO, that is aligned integrated with Company short term and long-term goals Establish and lead the creation of technical SOPs and work instructions Organize and lead a highly technical global team for scale and growth Specify and implement standards, methods, and procedures for inspecting, testing, and evaluating the quality, efficiency, and reliability of business applications Implement CSI's technology risk management framework, including Information security, privacy, and disaster recovery. Foster a culture of trusted partnership, service, and continuous improvement Establish and meet service level commitments to support reliable and efficient daily operations Managing significant capital and operating budgets Lead and coach the ERP and CRM team to their full potential and develop their careers Support and drive process change and communication in line with Dynamics365 F&O and CRM best practice Coordinate and contribute to end-user training, including the development of system documentation and training materials Assist with functional specifications of customizations and integrations required for Dynamics365 F&O and CRM implementations Provide pre-go-live and post-go-live end-user support Serve as the lead Dynamics365 F&O and CRM technical expert on the development team Take responsibility for the customized unit programming and overall system functionality Work with the Project Managers, Business Analyst and Consultants to understand the business/application requirements of the assigned task Take responsibility for delivering development tasks within agreed budgets and timelines Creation of technical documentation for all customizations and integrations Qualifications: The ideal candidate will have the following qualifications and capabilities: Excellent leadership, management, interpersonal and communication skills. Success managing complex systems implementation projects Functional knowledge of F&O capabilities for finance, manufacturing, and supply chain Functional knowledge of CRM capabilities for the prospect to order, marketing, and field service Experience integrating ISVs with D365 Experience with connecting D365 with Azure data lake Expertise in understanding complex technology & applying it in a practical way to create business solutions Minimum Experience: Bachelors or advanced degree in an analytic discipline such as engineering, economics, or information management Experience designing and presenting IT solutions In-depth knowledge of Dynamics 365 F&O and CRM (CE), including LCS, DevOps, BYOD, Dual-Write (DataVerse), RSAT SOX, HIPAA & GDPR knowledge preferred Senior-level application management experience (12+ years) 12+ years of people management 2+ years in a large international company preferred Excellent organizational skills with the ability to balance multiple demands Proven ability to write effective system and process documentation –including business and system requirements, process diagrams, and data flow charts Exceptional customer service skills follow up with clients and team members and takes the initiative to anticipate and solve problems Effective time management skills Ability to communicate effectively with all levels of the business Ability to establish priorities, work independently and proceed with objectives with a minimum of supervision Ability to handle and resolve conflict Salary for this role will be in the range £90K - £110K plus benefits. The position will be based in Kings Cross London – with remote working until the pandemic is resolved. Do send your CV to us in Word format along with your salary and availability.

Director of ERP and CRM MS Dynamics 365 The Director of ERP and CRM is a senior member of the IT leadership team and reports to the Senior Director of Business Applications. They will be responsible for managing Dynamics 365 F&O, D365 CRM, all associated independent software package integrated to D365 F&O and CRM. and legacy ERP applications (Navision, DataFlo). The successful candidate will have experience working with senior management to collaborate on business objectives and solutions. They must have strong leadership skills to build and manage an effective team of analysts and developers to support the business's systems and reporting requirements. This position will be a key business partner to functions across the organization. Their team will support business application users globally and provide support with local and remote support teams. Responsibilities: Partner with the functional leaders and their organizations to create Dynamics365 F&O and CRM roadmaps. Oversee the successful implementation of the ERP and CRM roadmap and portfolio of projects, either directly or in conjunction with the IT PMO, that is aligned integrated with Company short term and long-term goals Establish and lead the creation of technical SOPs and work instructions Organize and lead a highly technical global team for scale and growth Specify and implement standards, methods, and procedures for inspecting, testing, and evaluating the quality, efficiency, and reliability of business applications Implement CSI's technology risk management framework, including Information security, privacy, and disaster recovery. Foster a culture of trusted partnership, service, and continuous improvement Establish and meet service level commitments to support reliable and efficient daily operations Managing significant capital and operating budgets Lead and coach the ERP and CRM team to their full potential and develop their careers Support and drive process change and communication in line with Dynamics365 F&O and CRM best practice Coordinate and contribute to end-user training, including the development of system documentation and training materials Assist with functional specifications of customizations and integrations required for Dynamics365 F&O and CRM implementations Provide pre-go-live and post-go-live end-user support Serve as the lead Dynamics365 F&O and CRM technical expert on the development team Take responsibility for the customized unit programming and overall system functionality Work with the Project Managers, Business Analyst and Consultants to understand the business/application requirements of the assigned task Take responsibility for delivering development tasks within agreed budgets and timelines Creation of technical documentation for all customizations and integrations Qualifications: The ideal candidate will have the following qualifications and capabilities: Excellent leadership, management, interpersonal and communication skills. Success managing complex systems implementation projects Functional knowledge of F&O capabilities for finance, manufacturing, and supply chain Functional knowledge of CRM capabilities for the prospect to order, marketing, and field service Experience integrating ISVs with D365 Experience with connecting D365 with Azure data lake Expertise in understanding complex technology & applying it in a practical way to create business solutions Minimum Experience: Bachelors or advanced degree in an analytic discipline such as engineering, economics, or information management Experience designing and presenting IT solutions In-depth knowledge of Dynamics 365 F&O and CRM (CE), including LCS, DevOps, BYOD, Dual-Write (DataVerse), RSAT SOX, HIPAA & GDPR knowledge preferred Senior-level application management experience (12+ years) 12+ years of people management 2+ years in a large international company preferred Excellent organizational skills with the ability to balance multiple demands Proven ability to write effective system and process documentation –including business and system requirements, process diagrams, and data flow charts Exceptional customer service skills follow up with clients and team members and takes the initiative to anticipate and solve problems Effective time management skills Ability to communicate effectively with all levels of the business Ability to establish priorities, work independently and proceed with objectives with a minimum of supervision Ability to handle and resolve conflict Salary for this role will be in the range $140K - $210K plus benefits. The position will be based in Trumbull CT USA – with remote working until the pandemic is resolved. Do send your CV to us in Word format along with your salary and availability.

Director of ERP and CRM MS Dynamics 365 - London Our Client is looking to recruit The Director of ERP and CRM is a senior member of the IT leadership team and reports to the Senior Director of Business Applications. You must have expert level experience of MS Dynamics 365 F & O coupled with MS Dynamics 365 CRM. Must have over 5 years proven track record of working with MS Dynamics 365 F & O coupled with MS Dynamics 365 CRM and ERP applications. They will be responsible for managing MS Dynamics 365 F&O, MS D365 CRM, all associated independent software package integrated to MS D365 F&O and MS D365 CRM and legacy ERP applications (Navision, DataFlo). The successful candidate will have experience working with senior management to collaborate on business objectives and solutions. They must have strong leadership skills to build and manage an effective team of analysts and developers to support the business's systems and reporting requirements. This position will be a key business partner to functions across the organization. Their team will support business application users globally and provide support with local and remote support teams. Responsibilities: Partner with the functional leaders and their organizations to create Dynamics365 F&O and CRM roadmaps. Oversee the successful implementation of the ERP and CRM roadmap and portfolio of projects, either directly or in conjunction with the IT PMO, that is aligned integrated with Company short term and long-term goals Establish and lead the creation of technical SOPs and work instructions Organize and lead a highly technical global team for scale and growth Specify and implement standards, methods, and procedures for inspecting, testing, and evaluating the quality, efficiency, and reliability of business applications Implement CSI's technology risk management framework, including Information security, privacy, and disaster recovery. Foster a culture of trusted partnership, service, and continuous improvement Establish and meet service level commitments to support reliable and efficient daily operations Managing significant capital and operating budgets Lead and coach the ERP and CRM team to their full potential and develop their careers Support and drive process change and communication in line with Dynamics365 F&O and CRM best practice Coordinate and contribute to end-user training, including the development of system documentation and training materials Assist with functional specifications of customizations and integrations required for Dynamics365 F&O and CRM implementations Provide pre-go-live and post-go-live end-user support Serve as the lead MS Dynamics 365 F&O and MS Dynamics CRM technical expert on the development team Take responsibility for the customized unit programming and overall system functionality Work with the Project Managers, Business Analyst and Consultants to understand the business/application requirements of the assigned task Take responsibility for delivering development tasks within agreed budgets and timelines Creation of technical documentation for all customizations and integrations Qualifications: The ideal candidate will have the following qualifications and capabilities: Excellent leadership, management, interpersonal and communication skills. Success managing complex systems implementation projects Functional knowledge of MS Dynamics 365 F&O capabilities for finance, manufacturing, and supply chain Functional knowledge of MS Dynamics D365 CRM capabilities for the prospect to order, marketing, and field service Experience integrating ISVs with D365 Experience with connecting MS Dynamics D365 with Azure data lake Expertise in understanding complex technology & applying it in a practical way to create business solutions Minimum Experience: Bachelors or advanced degree in an analytic discipline such as engineering, economics, or information management Experience designing and presenting IT solutions In-depth knowledge of MS Dynamics D365 F&O and CRM (CE), including LCS, DevOps, BYOD, Dual-Write (DataVerse), RSAT SOX, HIPAA & GDPR knowledge preferred Senior-level application management experience (12+ years) 12+ years of people management 2+ years in a large international company preferred Excellent organizational skills with the ability to balance multiple demands Proven ability to write effective system and process documentation –including business and system requirements, process diagrams, and data flow charts Exceptional customer service skills follow up with clients and team members and takes the initiative to anticipate and solve problems Effective time management skills Ability to communicate effectively with all levels of the business Ability to establish priorities, work independently and proceed with objectives with a minimum of supervision Ability to handle and resolve conflict Salary for this role will be in the range £100K - £150K or $140K - $210K plus benefits. The position will be based in Trumbull CT USA or Kings Cross London – with remote working until the pandemic is resolved. Do send your CV to us in Word format along with your salary and availability.

IT Director Our Client is an established bank with offices in the City London. Position Summary: We are seeking a seasoned IT Director with extensive experience in software and application development within the investment and private banking sectors. The ideal candidate will have a proven track record of managing IT transformation projects, delivering solutions across multiple customer channels, and leading both software development and infrastructure technology teams. This role will report to the Board at the bank and involve collaborating with various stakeholders across the business, including HR, Finance, Treasury, Risk and Compliance, Data Governance, and Business Transformation. The Director of IT will be responsible for overseeing the day-to-day operations of the IT department, managing IT projects, implementing and maintaining network security measures, and developing IT strategies. Key Responsibilities: Oversee and manage the IT department, encompassing both software application development and infrastructure technology teams. Lead and execute software and application development projects from inception to deployment, ensuring high-quality and timely delivery. Drive IT transformation initiatives within the banking environment to enhance operational efficiency and customer satisfaction. Deliver IT solutions across multiple customer channels, including online banking, mobile apps, and in-branch systems. Develop and implement IT policies, procedures, and best practices. Collaborate with senior management and stakeholders, including HR, Finance, Treasury, Risk and Compliance, Data Governance, and Business Transformation, to identify IT needs and develop strategies to address them. Ensure compliance with industry regulations and standards. Manage IT budgets, resources, and vendor relationships. Report to the Board, on IT strategy, progress, and performance. Foster a culture of innovation and continuous improvement within the IT department. IT Management and Information Technology skills Experience in IT Operations and IT Strategy Knowledge of Network Security Strong leadership and project management abilities Excellent problem-solving and decision-making skills Qualifications: Bachelor’s or Master’s degree in Computer Science, Information Technology, or a related field. Minimum of 10 years of experience in IT management, with a strong background in software and application development. Extensive experience in leading IT transformation projects within investment and private banking environments. Proven success in delivering IT solutions across multiple customer channels. Strong understanding of banking operations, regulations, and compliance requirements. Demonstrated ability to manage both software development and infrastructure technology teams. Excellent leadership, communication, and project management skills. Ability to work effectively with various stakeholders, including HR, Finance, Treasury, Risk and Compliance, Data Governance, and Business Transformation. Strategic thinker with the ability to execute methodically. Experience with emerging technologies and digital banking trends. Preferred Skills: Experience with Agile and DevOps methodologies. Knowledge of cybersecurity best practices in the banking sector. Familiarity with cloud computing and data analytics. This is a hybrid position with at least 3 days in the office in London. The salary will be in the range £140K - £175K + Benefits. Do send your CV to us in Word format along with your salary and notice period, do include why you think you would be the right person for this position.