As Director, CRM at Teneo, you will lead the strategy, governance, and ongoing evolution of the firm’s CRM platform, HubSpot, ensuring it effectively supports business development, marketing, and client relationship management across a global professional services environment. You will partner closely with senior stakeholders across Marketing, IT, Legal, Risk and Compliance, Operations, and client-facing teams to define CRM priorities, translate business needs into scalable platform capabilities, and oversee the successful delivery of CRM initiatives.
In this role, you will oversee CRM governance, system performance, and data integrity while establishing best practices for CRM usage and adoption across the firm. You will also be responsible for shaping and delivering the CRM product roadmap, managing key platform enhancements and integrations, and ensuring the CRM ecosystem continues to evolve in support of the firm’s strategic growth. This role requires strong leadership, stakeholder management, and technical expertise to guide cross-functional teams and ensure the CRM platform delivers meaningful insights and operational efficiency.
Responsibilities
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Oversee the firm’s CRM system, HubSpot, ensuring optimal performance, scalability, and adoption across global teams
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Lead the ongoing firmwide rollout and adoption of HubSpot, overseeing implementation, stakeholder engagement, training, and process alignment to ensure successful implementation across business segments and global teams
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Define and lead the firm’s CRM strategy, ensuring alignment with business development, marketing, and client relationship management objectives. This will include balancing enterprise-wide objectives with local- and business unit-specific requirements
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Establish and maintain CRM data governance standards to ensure the accuracy, integrity, and effective management of contact and company data
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Develop and oversee processes to capture, enrich, and maintain CRM data quality in collaboration with Marketing and client-facing teams
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Partner with senior stakeholders across client teams and Marketing to identify opportunities to enhance CRM capabilities and reporting
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Develop and manage the CRM roadmap, prioritizing platform enhancements, integrations, and improvements that drive business value
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Oversee CRM analytics and reporting, providing insights on pipeline development, client engagement, and marketing performance
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Lead CRM training and adoption initiatives to promote effective and consistent use of HubSpot across the firm
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Provide leadership and oversight for the CRM function, including direct management of a CRM Senior Associate, supporting their development while ensuring effective delivery of CRM initiatives and day-to-day platform operations
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Coordinate with internal IT teams and external vendors to implement system enhancements, integrations, and data migration initiatives
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Ensure CRM data governance strategies and privacy compliance initiatives align with regulatory and firm requirements
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Partner with legal and risk teams to ensure CRM data management practices meet applicable compliance standards
Skills and Experience
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Minimum of 10 years of experience working with CRM platforms, data governance, and marketing or business development technologies in a professional services or enterprise environment
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Bachelor’s degree required
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Expert proficiency in CRM platforms (HubSpot experience strongly preferred) including platform governance, reporting, and system optimization within the bounds of data protection and compliance requirements
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Experience leading CRM strategy, system enhancements, and cross-functional platform initiatives
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Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
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Excellent communication and stakeholder management skills, including the ability to translate complex technical concepts into clear business outcomes
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Highly organized with the ability to manage multiple strategic initiatives simultaneously
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Advanced knowledge of CRM architecture, system integrations, and enterprise technology environments
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Demonstrated project management, problem-solving, and analytical skills, with strong attention to detail
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Resourceful, collaborative, and entrepreneurial mindset with the ability to influence and lead cross-functional teams
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A strong work commitment, high ethical standards, and the ability to work collaboratively with a broad range of internal and external stakeholders
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Experience managing and developing team members
What we can offer
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Competitive salary (depending on experience)
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28 days holiday
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Discretionary bonus
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Annual salary review
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Pension (with company contribution: 5% of annual salary)
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Enhanced maternity and paternity leave (depending on length of service) and shared parental leave
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Group Income protection
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Life assurance
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Cycle to work schemes
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Season ticket loans
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Regular social, cultural and charitable activities
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Flexible working, 3 days in the office with office laptop
About Teneo
Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future.
Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations.
Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I.
The firm has more than 1,800 employees located in 45+ offices around the world.
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