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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.

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.

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.

Senior System Analyst with QA Our Client is a global company based out of Trumbull CT USA. You must have at least 7 years expertise as a Senior Systems Analyst coupled with at least 5 years QA skills. The Sr. System Analyst / QA will be part of an Integration team that is accountable for technical deliveries of integration projects and system enhancements, and production support services. The candidate is expected to work closely with applications, analytics, infrastructure, security, compliance, PMO, QA, and system analysis teams. Must be a strong analytical problem solver and creative thinker with the ability to ask the right questions and develop a point of view that will influence technical decisions. Be a disciplined self-starter and will deliver quality solutions to our global business. Team-play and visibility through routine and precise reporting and following of methods and processes is a major aspect of the work and can be a major success factor. This is a senior role that requires analysing complex problems and translate business needs into technical understanding and vice-versa, understand technical details sufficiently to conduct white-box testing and to reverse engineer, and own the projects/tasks to ensure the quality of the delivery. The ability and willingness to thoroughly document all the aspects of the integration projects/tasks is a key requirement for this role. Light-duty hands-on programming is also expected. Technical skills: In-depth knowledge and thorough experience in understanding and testing a variety of integrations. Understanding and experience with defect tracking processes and tools. Thorough experience in understanding, analyzing, and white-box testing (end-to-end) of integrations built using/with Azure integration tools like Data factory, LogicApps, Functions, API Management, Data catalog, WebApps, Integration service environment, configuring monitoring & diagnostics, etc., and connectivity & security configurations. Experience in understanding, analyzing, and white-box testing Azure data storage (Data lake, Synapse, etc.) & access tools, APIs, cloud connectivity, and ETL solutions. In-depth understanding of and experience with SOAP, XML, REST, JSON, EDI, XSLT, Async/Sync, Request/Response, Service Bus, Publish/Subscribe, Batch/Real-time, Scheduling, Event triggers, etc. Strong command over data analysis tools (e.g. MS Excel) and Documentation tools (e.g. MS Word) Experience with analyzing and testing APIs using Postman, SOAPUI, or similar tools. Experience in automated testing using relevant QA tools or by building custom scripts. Understanding of and light-duty programming experience using MS SQL Server (SSIS, T-SQL, Stored procedures, Functions, Views, Queries, Datatype conversions, etc.). High-level knowledge of architecture of the cloud and on-prem MSFT Suite (e.g. Share point) and Integration platforms architecture (e.g. BizTalk, MuleSoft, or similar), etc. Some experience in understanding, analyzing, and white-box testing of MS Office/MS Office 365 suite, SharePoint Online, Power Apps/Power Automate, GitHub, MS Teams, etc. Solid fundamentals and thorough understanding of exception handling principles and production/operational support solutions (alerts, dashboards, runbooks, etc.) Thorough understanding and practice/experience of identifying and high-level investigating performance issues to pin-point problem areas Experience with MS D365, ServiceNow, Azure Analytics tools, Azure Data lake, Azure Synapse, Azure BYOD & Data verse, Azure DevOps, Informatica, BI tools, etc., is a big plus. The role will be based in Trumbull, Connecticut USA. The salary for this role will be in the range $90K - $135K. Please do send your CV to us in Word format along with salary and availability.

Job Title: Digital Project Manager Location: Birmingham Salary: £34,000 - £42,500 per annum Position: Permanent, Full-Time About The Company: The Company is a long-established web and app development agency based in the Jewellery Quarter, specialising in AI integration, SaaS products, apps and portals. We build high-quality web and mobile solutions for a wide range of clients, from innovative start-ups to established enterprises. We embrace modern technologies, and have frontier adoption of AI. We take pride in a team culture that values high control, continuous learning, and delivering work we can stand behind. All roles are 'hybrid', meaning we expect our teams to be able to come into the office in the Jewellery Quarter in Birmingham while working effectively from home. Job Role: You will own delivery from discovery and planning through to handover, managing mid to high-tier projects with light oversight: scope, timeline, budget, quality, risk, dependencies, customer communication, and delivery outcomes. You will keep projects under control, surface risks early, escalate with options and context, and maintain forward motion. You will work confidently across both Agile and waterfall delivery, with strong stakeholder management, commercial awareness, attention to detail, and clear, decision-ready communication. You will be confident with stakeholders at all levels, including senior or assertive ones, while staying calm, constructive, and outcome-focused. You will translate business objectives into clear requirements, priorities, specifications, tickets, and delivery plans, working across customers, internal teams, and external suppliers to manage expectations, resolve issues, influence decisions, and guide delivery towards the right outcome. Deliverables and Responsibilities: Deliver end-to-end project management across both Agile and waterfall, owning scope, timeline, budget, quality, risk, dependencies, and outcomes Lead discovery and planning, turning business objectives into clear requirements, priorities, specifications, tickets, and delivery plans Own client success by managing expectations, setting boundaries, resolving issues early, and guiding customers towards the right outcome Maintain project control with a live RAID view of risks, issues, assumptions, dependencies, and decisions, escalating early with options and a recommendation Protect scope, budget, margin, and commercial value through disciplined change control Communicate clearly across meetings, email, phone, video, and in person, and produce decision-ready reporting for customers and internal stakeholders covering status, risks, budget, and next actions Coordinate internal teams and external suppliers, keeping responsibilities, dependencies, handovers, and outputs well defined Oversee quality and acceptance, including UAT coordination, ensuring work meets agreed specifications, designs, and end-user needs Manage support workflow where required, handling client requests and issues clearly and promptly Drive continuous improvement by spotting recurring issues and improving documentation, reporting, templates, and ways of working About you: Skills: Ability to run mid to high-tier, complex IT projects independently with light oversight, across both Agile and waterfall Strong stakeholder management across different business levels and stakeholder styles Clear, executive-ready communication of status, risks, decisions, options, and next steps Ability to influence decisions and maintain forward motion without direct authority Strong listening and requirements gathering, turning business objectives into clear specifications, tickets, and delivery plans Excellent attention to detail, spotting risks, dependencies, knock-on effects, and wider impacts Sound problem-solving, risk management, escalation judgement, and practical mitigation Commercial awareness: scope protection, budget tracking, change control, and margin impact Ability to manage trade-offs across customer needs, budget, timeline, quality, scope, and internal capacity Competence with project management tools, spreadsheets, documents, and AI-enabled productivity methods Ability to work under pressure, manage competing priorities, and hold quality, control, and clear communication Willingness to learn quickly, use resources well, and seek support appropriately Additional Information: We value a diverse workforce and believe that people from different backgrounds can bring fresh ideas, thinking and approaches to the way we work. We welcome everyone from everywhere to come and join our team. Applicants must have the right to work in the UK. We are unable to offer visa sponsorship for this role. The job title and salary offered will be dependent on the candidate's experience and demonstrated capability. Please click APPLY to submit your CV and Cover Letter for this role. Candidates with experience of the following may also be suitable to apply for this role; Project Admin, Project Manager, Senior project manager, Project administrator, Technology project manager, scrum project manager, scrum master, Agile Practitioner, SCRUM Practitioner, Scrum manager, Agile Manager, Digital admin, UX project manager, UI project manager, web project manager, AWS project manager, tech project manager, General admin assistant, lead assistant, lead enquiries assistant, app project administrator, app project assistant, project manager, project management, web project administrator, web project assistant, account manager, digital account manager, project support analyst, assistant project manager, junior project assistant.

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.