DealCloud Change Management Analyst - CRM / Investment Banking

Change Management Analyst - CRM / Investment Banking

I m looking for a Change Management Analyst with DealCloud experience for a 12-month contract (Inside IR35) with a leading global advisory/investment banking firm.

The role will support a major CRM and business adoption programme across London-based banking users. This is a highly user-facing role, so the client needs a polished, confident change professional who can work directly with bankers and understand how they operate day to day.

This is not a back-office change role. You will be supporting front-office users across relationship management, pipeline management, deal activity, and adoption of a new CRM platform.

Key responsibilities:

• Support user adoption and business change activity for a CRM transformation programme
• Work directly with Investment Banking users to understand issues, feedback, and resistance points
• Support communications, training, floor-walking, and one-to-one user engagement
• Prepare user guides, briefing materials, FAQs, and stakeholder updates
• Track adoption, feedback, and engagement across the user group
• Work with business, technology, and CRM stakeholders to support a smooth rollout
• Use a structured change management approach or framework to support delivery

Experience required:

• DealCloud CRM platform experience is ESSENTIAL
• Change Management Analyst, Business Change Analyst, CRM Change Analyst, or similar background
• Experience supporting CRM, sales enablement, pipeline management, deal management, or similar business-facing systems
• Strong understanding of Investment Banking, Corporate Finance, M&A, Private Equity, or Private Markets environments
• Confident working directly with demanding front-office stakeholders
• Excellent written and verbal communication skills
• Highly polished, articulate, and credible in person
• Experience using a change framework such as ADKAR, Prosci, Kotter, Lewin, or similar

Contract details:

• 12-month contract
• London hybrid working - 3-4 days per week in the office
• Inside IR35
• Day rate dependent on experience

This would suit someone who has supported CRM or platform adoption in a deal-led environment and is comfortable working closely with bankers, investment professionals, or private markets teams.