21 of 21 CRM Jobs in Gloucestershire

negotiation skills Self-motivated, proactive and highly organised Desirable Experience Financial Services sector experience FinTech, InsurTech or RegTech experience Experience selling enterprise software solutions CRM pipeline management experience What's On Offer? Competitive base salary Bonus structure Hybrid working Career progression opportunities Collaborative and innovative culture Opportunity to work with ...

streamline recurring sales operations processes and improve GTM productivity. All other duties as assigned. Qualifications Advanced Excel, including macros and complex modeling. Proficient in CRM platforms (e.g., Salesforce), including data schema and report creation. Strong experience with analytics tools (e.g., Tableau, Power BI, SQL). Understanding of forecasting methodologies ...

Azure AI, Retrieval Augmented Generation (RAG) and UiPath. You'll also develop AI assistants, copilots and automated workflows, integrating AI into systems including ERP, CRM, PLM, SharePoint and Microsoft 365, while ensuring the solutions you deliver are secure, scalable and production-ready. About you: At Ontic, our culture is integral ...

agreements alongside installation projects. Collaborate closely with estimating, projects, service and operations teams. Attend client meetings, site surveys, networking events and presentations. Maintain accurate CRM records and provide regular sales forecasts. Stay up to date with industry standards, legislation and compliance requirements. Represent CIA Fire & Security and The Ranger Group ...

commercial leadership teams Drive revenue forecasting and pipeline analysis Develop reporting, KPI frameworks and business insights Optimise sales processes and revenue operations strategy Improve CRM utilisation and reporting capabilities Deliver recommendations that support business growth Utilise data to improve conversion, revenue generation and efficiency About You Strong Revenue Operations experience ...

models, contract structures, statements of work, SLAs and risk allocation. Strong collaboration skills, with experience working across matrixed teams and multiple stakeholders. Familiarity with CRM systems such as Salesforce or equivalent sales and quoting tools. You’ll bring strong domain knowledge across cybersecurity services, with an understanding of areas such ...

impact of your improvements. Initially reporting to the eCommerce Manager, you’ll focus on building a strong email and SMS programme. As the CRM and loyalty function develops, you’ll move into that team and take on more responsibility for loyalty planning, alongside delivering the programme’s customer communications. Skills ...

sites. You will develop IT roadmaps, engage with Technical Architects and Senior Project Engineers, and prepare proposals, tenders, and bids, all while ensuring CRM integrity and high customer service standards. #J-18808-Ljbffr ...

solutions and local leadership teams around customer opportunities. Ensure opportunities are properly qualified, costed, approved and successfully handed into implementation. Own regional commercial forecasting, CRM discipline, pipeline quality and performance reporting. Help shape the future regional commercial structure, with the potential to recruit, lead and develop a wider team. ...

moving onto the next prospect. As well as this you will also: Ensure we effectively market map our target customers and industries and maintain CRM system information, so we know our metrics in terms of success Develop and implement a sales strategy for your product and service Oversee and manage ...

Automation solutions to improve processes and drive innovation across Ontic. The role involves collaborating with stakeholders, designing enterprise AI solutions, integrating AI into ERP, CRM and SharePoint, and ensuring production-ready, secure deployments. 20–30% travel to Ontic sites globally. #J-18808-Ljbffr ...

projects team in line with company procedures Ensuring all orders are logged and processed in line with the company's procedures Ensuring the companies CRM is kept up to date with sales opportunities and secured orders Providing accurate pipeline reporting via the companies CRM Carrying out presentations and demonstrations ...

capture client insights, success stories, and common challenges to better equip Sales and inform Marketing campaigns. Driving adoption and optimisation of sales technology (CRM, sales engagement tools, enablement platforms) to streamline workflows and improve pipeline visibility. Analysing sales and customer support data to identify gaps in knowledge, skills, or process … Customer Support to create alignment and drive growth. Excellent facilitation, coaching, and presentation skills – able to engage and motivate sales teams. Proficient with CRM systems (Salesforce preferred), sales enablement platforms, and analytics tools. Ability to create compelling content and resources tailored to different stages of the sales cycle. Strong business ...

Develop a strong understanding of the later life lending market and AIR's proposition. Maintain accurate records of adviser interactions, opportunities, and outcomes within CRM systems. Achieve agreed KPIs, activity measures and business development targets. Continuously develop product, market and industry knowledge. Skills & Experience Essential Experience within an outbound customer … within financial services. Understanding of the mortgage, equity release or later life lending market. Experience promoting products or services to professional customers. Experience using CRM systems and customer engagement tools. Most of all we look for people who display and work around the core values of our business: Ambitious ...

develop key business relationships. Conduct pricing reviews to ensure competitiveness whilst maximising profitability. Manage complex commercial negotiations through to successful contract closure. Maintain accurate CRM systems, sales pipelines, customer records and site visit reports. Monitor market developments and competitor activity to identify emerging opportunities. Provide regular commercial reporting and market … market opportunities. Excellent organisational and time management skills. Ability to work autonomously whilst collaborating effectively with internal teams. Strong attention to detail and accurate CRM/pipeline management. Willingness to travel extensively throughout the Bristol region and attend the Leeds office as required. This is an excellent opportunity ...

ownership of your sales territory and pipeline. Monitor competitor activity and market trends. Attend industry events, networking opportunities, exhibitions and brand activations. Maintain accurate CRM records and provide regular sales forecasts and reporting. Work closely with marketing and wider commercial teams to support campaigns and new product launches. About … Highly organised, self-motivated and able to manage their own diary. Passionate about beauty, cosmetics, skincare, aesthetics or the wider beauty industry. Confident using CRM systems, Microsoft Office and sales reporting tools. Happy working in a field-based role with regular travel. A full UK driving licence holder. Please apply ...

communications and support well-informed service discussions. The role will involve owning defined activities across the sales lifecycle, including responding to inbound enquiries, maintaining CRM records, coordinating meetings, supporting technical scoping discussions, preparing proposals and quotations, and contributing to bid or ITT responses. More complex commercial or technical matters will … client enquiries, ensuring questions, requests and follow-up actions are captured, progressed and responded to in a timely manner. Take responsibility for maintaining accurate CRM records, opportunity updates, client notes, meeting actions and sales pipeline information. Coordinate client meetings, scoping calls and internal handovers, ensuring the right information is gathered ...

communications and support well-informed service discussions. The role will involve owning defined activities across the sales lifecycle, including responding to inbound enquiries, maintaining CRM records, coordinating meetings, supporting technical scoping discussions, preparing proposals and quotations, and contributing to bid or ITT responses. More complex commercial or technical matters will … client enquiries, ensuring questions, requests and follow-up actions are captured, progressed and responded to in a timely manner. Take responsibility for maintaining accurate CRM records, opportunity updates, client notes, meeting actions and sales pipeline information. Coordinate client meetings, scoping calls and internal handovers, ensuring the right information is gathered ...

Service Delivery. Deliver end‐to‐end process improvements across order‐to‐cash, procure‐to‐pay, and service lifecycle management. Oversee systems integration across CRM, ERP, and ITSM platforms. Strengthen financial controls, reporting, and automation. Manage stakeholders, governance, risks, and programme delivery through PMO structures. Drive change management and user adoption … business or digital transformation programmes. Strong understanding of finance, service delivery, and systems integration. Skilled in stakeholder management, governance, and process optimisation. Experience with CRM, ERP, and ITSM platforms (e.g., Salesforce, NetSuite) is desirable. Background in Managed Services, VAR, Systems Integration, or technology‐led organisations is advantageous. PRINCE2 ...

role will have the following responsibilities: Organise and allocate workloads for service engineers accordingly Book all maintenance visits Log all customer interactions on the CRM system Manage customer requests and respond via email or telephone Schedule maintenance visits for due or overdue work Manage engineer holiday requests and plan workloads … organisational skills with the ability to manage multiple tasks and priorities Ability to work well under pressure in a fast-paced environment Confident using CRM systems and scheduling/planning software High attention to detail and accuracy when managing data and schedules Experience working with engineers, field teams, or technical ...

models, contract structures, statements of work, SLAs and risk allocation Strong collaboration skills and experience working across matrixed teams and multiple stakeholders Familiarity with CRM systems such as Salesforce or equivalent sales and quoting tools Strong domain knowledge across cybersecurity services Understanding of OT/IT security, Continuous Assurance, Continuous … through targeted campaigns and effective collaboration. Highest-signal resume keywords Complex Cybersecurity Opportunities Commercial Acumen Business Case Development Collaboration Across Matrixed Teams Familiarity With CRM Systems ATS Optimization Keywords Hard Skills Pricing Strategy Contract Structure Margin Analysis ROI Models Opportunity Qualification Complex Deal Structuring Cybersecurity Services Knowledge OT/ ...