CRM Consultant / Implementation Lead Offline

About ListAlpha

ListAlpha is a next-generation CRM platform purpose-built for private equity investors. We help investment teams streamline deal flow and relationship management with M&A advisers through elegant, investor-first software.

Founded in London in 2021, ListAlpha is backed by a leading growth equity fund and is already trusted by some of the world’s top private equity firms.

The Opportunity

We’re looking for a CRM Consultant / Implementation Lead to own the full onboarding lifecycle for new clients—acting as a trusted consultant, project manager, and CRM implementation expert. You’ll work closely with senior investors to tailor their ListAlpha setup, migrate data, and ensure seamless adoption.

This role is ideal for someone with experience implementing CRM platforms (e.g. Salesforce, DealCloud, HubSpot) who’s excited to dive deeper into the private equity world—or for someone from consulting or finance who’s strong on process and tech, and looking to join a fast-growing startup.

What You’ll Do

• Lead the end-to-end onboarding and implementation journey for new clients—from kickoff to go-live
• Translate client workflows into platform configurations—custom fields, views, automations, and dashboards
• Run discovery workshops and requirements gathering sessions with deal teams
• Manage implementation project plans: timelines, milestones, status updates
• Oversee data migration projects: clean, transform, and import data using Excel and internal tools
• Create investor-grade dashboards and reports (e.g. in Metabase or native tools)
• Provide hands-on support and act as the primary point of contact throughout onboarding
• Partner with Product and Engineering to continuously improve onboarding tools and processes

What We’re Looking For

• 4+ years in Salesforce consulting, CRM implementation, private equity, M&A, or management consulting
• Proven experience delivering CRM projects (Salesforce, HubSpot, DealCloud, etc.)—either in-house or as a consultant
• Strong project management and client-facing skills—confident leading workshops, managing timelines, and engaging stakeholders
• Advanced Excel/data transformation capabilities (e.g. PowerQuery, pivot tables, CSV mapping)
• Bonus: Experience with reporting tools (e.g. Metabase), APIs, or working with investment firms
• Highly structured, tech-curious, and comfortable in a fast-paced environment

Why Join ListAlpha?

• Work directly with leading global private equity funds
• Shape the future of how investors manage deals and relationships
• Be part of a high-growth, product-led startup backed by industry insiders
• Competitive salary and equity package
• Join a team of ex-investors, engineers, and operators building industry-defining software