1 to 25 of 26 CRM Jobs in Bristol

experience using Power BI for data visualisation, SQL for managing large datasets, and Alteryx for data processing, transformation, and automation. Knowledge and understanding of CRM systems, preferably Workbooks, for managing client data and workflows. Demonstrated ability to collaborate across teams, including account managers, to deliver projects that meet client specifications ...

reports, performance insights, landing‐page and conversion analysis • Support commercial managers while liaising closely with commercial and BI teams • Deliver commercial insight through CRM and customer data • Develop and maintain KPI reporting dashboards (Power BI) • Work with data across multiple platforms including Snowflake, SQL and Excel Requirements • Strong background ...

platforms such as NICE, Zendesk, and Gamma High-level awareness of partner solutions including Sycurio, Digital Genius, Ada, Omilia, and Lifesize Experience using CRM systems ...

customer base and securing orders to ensure sales targets are consistently met Using and maintaining customer information and opportunities in the clients Microsoft Dynamics CRM system Identifying efficiency & productivity issues within your customer base, and collaborating with clients Technical, Commercial, Logistics and Finance teams to build and implement solutions that ...

business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back-office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) – desirable Experience in a systems ...

adoption data Excellent stakeholder management and cross-functional collaboration skills Desirable Experience within technology distribution, vendor partner programmes or channel sales environments Familiarity with CRM systems, partner platforms or digital commerce tools Experience supporting digital transformation, partner engagement or channel enablement programmes This role offers the opportunity to play ...

tasks Driving licence and own car Due to location it is a full time on site role Desirable Commercial or analytical experience ERP/CRM or Power BI familiarity APPLY NOW! Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality ...

understand organisational challenges and priorities Collaborating with internal technical specialists to shape tailored proposals Managing opportunities through a disciplined sales process and maintaining accurate CRM records Developing account plans and expanding relationships post-sale Monitoring competitor activity and market opportunities The focus is strongly weighted toward new business generation , with ...

channels such as websites, paid social media, email campaigns, and even print. Managing marketing databases comes naturally to you, whether that's within a CRM platform or Excel, and you'll have the ability to intelligently segment companies, contacts, and audiences for more targeted outreach. Furthermore, you’ll possess strong ...

within your customer base and securing orders to ensure sales targets are consistently met · Using and maintaining customer information and opportunities in Microsoft Dynamics CRM system · Identifying efficiency & productivity issues within your customer base, and collaborating with Technical, Commercial, Logistics and Finance teams to build and implement solutions that ensure ...

CRM Marketing Automation Manager (Salesforce) Term : 12-month contract - with the team having at least a 3 year roadmap ahead of it Salary : £45k to £55k plus bonus, 25 days leave, good pension, healthcare, life assurance, etc. Location : Hybrid, two days a week in office - based out of either Bournemouth … Bristol offices The team youll be joining is mid-transformation of CRM journeys for this financial services giant. Youll join an existing team who are growing, handling the technical build and execution of new customer journeys and CRM workflows being built in Salesforce Marketing Cloud. With this role ...

provide strategic insights Handle client inquiries and resolve issues promptly and effectively Maintain accurate records of client interactions, sales activities, and forecasts using CRM software Qualifications: Educated to degree level Excellent communication, negotiation, and interpersonal skills Ability to work independently and as part of a team. Strong organisational and time ...

prospects and initiate conversations - Qualify leads and book meetings for senior sales team members - Assist in preparing proposals and quotations - Maintain and update CRM systems to track sales activity - Support marketing campaigns, webinars, and content creation - Act as a first point of contact for customer enquiries The Person: - Strong communication ...

processes from initial engagement through to close Articulate the value of a complex, data-driven SaaS solution Maintain accurate pipeline visibility and forecasting via CRM About You We’re looking for a driven, commercially minded sales professional who is ready to step up and make an impact. You will have ...

partnerships with new clients and candidates and supporting them through the recruitment process. Sourcing new candidates and conducting thorough interviews - utilising our world-class CRM database system and a variety of additional Recruitment tools. Handling the full recruitment process - from shortlisting through to offering the successful candidate their ...

data and systems - helping us take our fundraising to the next level. We need someone who can turn the data in a CRM into insights that inform decisions, who can identify inefficiencies and put in place automation and tools to help, and who can make our systems work as smoothly ...

partnerships with new clients and candidates and supporting them through the recruitment process. Sourcing new candidates and conducting thorough interviews – utilising our world-class CRM database system and a variety of additional Recruitment tools. Handling the full recruitment process - from shortlisting through to offering the successful candidate their ...

help you succeed and progress. Key Duties & Responsibilities New Business Acquisition Conduct 50–100 outbound calls per day to engage prospective clients. Accurately update CRM systems with conversation outcomes and use AI-driven sales tools to refine outreach strategies. Promote attendance at online and in‐person events that highlight emerging ...

high-quality outbound prospecting (email, LinkedIn, phone, etc.) Research and prioritise target accounts using firmographic and intent data Qualify leads against agreed frameworks Maintain CRM accuracy and pipeline hygiene Consistently meet and exceed monthly and quarterly targets Sales Engagement Engage senior stakeholders in insight-led conversations Run structured discovery calls … Proven track record of hitting pipeline and quota targets Experience building outbound pipeline independently Strong communication skills with ability to engage C-level stakeholders CRM proficiency (Salesforce, HubSpot or similar) High resilience, self-motivation, and commercial instinct Based in or able to commute regularly to Bristol Desirable Experience selling ...

working across multiple projects, with a particular focus on third-party integrations. These projects will include our new version of our Policy Administration System (CRM, insurance policy management, accounting) and the Underwriting Platform. Your principal role will be helping us integrate with third party services - including payment gateways, enrichment services … full time Product Manager, with the new version coming to market in 2026 https://www.durell.co.uk/platform/software-pas-crm/. and our Underwriting Platform is well established and market leading. It is a feature-rich offering for high profile brokers, MGA's and global insurers. ...

Senior Data Strategist Bristol | £50,000-£60,000 This is an exciting opportunity to shape data-driven CRM strategy for a variety of well-known consumer brands. You'll join a collaborative, fast-moving environment where insight, creativity, and customer experience come together to drive real commercial impact. The Company … They are a specialist customer and data-focused agency with a long-standing reputation in CRM and lifecycle marketing. With new investment and growing international demand, they are expanding their strategic team. Their culture is friendly, tight-knit, and built around delivering thoughtful, insight-led work for a diverse client ...

support current clients Collaborate and gain support from Commercial, Technical, Logistics and Finance teams to ensure successful outcomes Maintaining and updating client records via CRM system General administration and data entry via email and CRM system The successful candidate working within this sales executive role will have a need ...

support current clients. Collaborate and gain support from Commercial, Technical, Logistics and Finance teams to ensure successful outcomes. Maintaining and updating client records via CRM system. General administration and data entry via email and CRM system. The successful candidate working within this sales executive role will have a need ...

This Role? Work alongside a senior leadership team with 10–24 years’ tenure Join a stable, growing business with a loyal customer base Existing CRM database of former, lapsed, quoted and new customers First 6 months = no hard sales targets, focus on quality conversations Commission becomes 10% of profit once … inactive accounts Work closely with experienced BDMs and technical teams for product support Build and manage your own portfolio over time Use Microsoft Dynamics CRM (experience an advantage) Your First Year First 6 months: no strict targets — focus on quality conversations and re-engaging customers. By 12 months ...

CRM Marketing Automation Manager (Salesforce) Term : 12-month contract - with the team having at least a 3 year roadmap ahead of it Salary : £45k to £55k plus bonus, 25 days leave, good pension, healthcare, life assurance, etc. Location : Hybrid, two days a week in office - based out of either Bournemouth … Bristol offices The team youll be joining is mid-transformation of CRM journeys for this financia click apply for full job details ...