14 of 14 CRM Jobs in Bath

formulas and Power Query. Strong 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 and regulatory requirements. Effective communication More ❯

analytics tools. Hargreaves Lansdown is undergoing major transformation and Marketing is central to that change. We're evolving fast, with a sharp focus on content, brand, product marketing, performance, CRM, and website and CRO. We're building a joined-up, insight-driven marketing function that delivers measurable impact from powerful brand storytelling and high-converting content to optimised digital journeys More ❯

deliver a strong experience and promoting on-going repeat business. Preferred Qualifications/Experience: Degree educated At least 1 year of sales experience Strong outreach, communication and presentation skills CRM experience What we offer: Competitive salary based on experience International Travel Good office culture, with frequent staff socials and activities Hybrid working (Bristol based office More ❯

Excellent all-round communication skills (Verbal, Listening, Written) · Work with a high level of velocity and volume · Have excellent interpersonal skills and be a true team player · Keeping the CRM up to date with profile and business insights, contact reports and actions · Be creative with ability think outside the box · Identify and develop potential markets and verticals · Be able to More ❯

background is a must Results driven, ambitious, and remarkably confident. Excellent written/verbal communication skills. Willingness to learn, methodical, organised and sharp attention to detail. Advanced experience with CRM and MS Office suite. What the Account Executive will get in return: You will receive a basic salary of up to £45,000 with a double OTE plus 25 Days More ❯

both long- and short-term sales objectives Be able to manage difficult relationships professionally and effectively with the needs of the customer at the forefront Have excellent knowledge of CRM platforms to maximise sales opportunities Be able identify opportunities and strategies to improve sales processes To have a solutions orientated approach to your work, valuing clients and the work they More ❯

Comfortable managing multiple tasks at once Confident communicator Compliance experience within contract recruitment (IT sector) Knowledge of IR35, AWR, GDPR Familiarity with ticketing systems (e.g. Freshdesk) Experience using Bullhorn CRM Why you'll love working here: A supportive, fun, and collaborative team of wonderful humans Central, modern office filled with plants, dogs, and music Hybrid working + part-time options More ❯

Q&A drop-ins, and knowledge-sharing to embed new ways of working. Keep abreast of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities. Customer Relationship Management & Pre-Sales Build and maintain long-term client relationships. Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities. Contribute to proposals and presentations … change management tools and methodologies. Strong analytical, problem-solving, and decision-making skills. Ability to communicate complex technical ideas clearly to non-technical audiences. Excellent stakeholder engagement and customer relationship management skills. Confident in facilitating workshops and training sessions. Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities. Core Competencies Knowledge & Experience: Advanced knowledge of Microsoft More ❯

experience in relevant role (e.g. support/development) using D365 toolsets. - Prior experience in relevant projects (e.g. good portfolio of past experience and project involvement in end to end CRM/ERP implementation) - Relevant technical qualifications to the role (e.g. Microsoft Certified D365 Functional Consultant Associate (MB-240, PL-200, MB … MB-310). - Personability and communication, translating into skills in gathering, documenting, and translating business requirements into system configurations and features and providing knowledge through training others. - Customer Relationship Management skills in building and maintaining strong relationships. - Business (Ideally industry) specific knowledge of business process (both Customer Relationship Management and Enterprise Resource Management) compliance measures and best practices. - Adaptability and More ❯

About Wattle At Wattle, we don’t just deliver technology - we empower membership organisations to thrive in a digital-first world. Our expertise spans Microsoft Dynamics 365 CRM, Umbraco CMS, and the Power Platform, giving clients the tools they need to run smarter, make sharper decisions, and create greater impact for their members. We’re now looking for a dynamic … development within tech or digital services. Demonstrable success in managing complex bids, tenders, or proposals and leveraging AI tools to automate the process. Working knowledge of Microsoft Dynamics 365 CRM and the Umbraco CMS. Excellent written communication skills; able to craft clear, persuasive, prospect-focused content. Strong commercial awareness with the ability to align prospect needs to Wattle’s capabilities. More ❯

CRM Support and Training Expert We are working with a European Leader in defence who is undergoing a major digital transformation, and has a brand-new role opening for a CRM Support and Training Expert to join them on this exciting journey. With the office based in Bristol, this is a hybrid role which will see you in the office … three days a week, with two days working from home. Working with their Microsoft Dynamics CRM, you will be involved with: Analysing the needs for training and support Planning and crafting comprehensive training interventions Planning and delivering user support and follow-up sessions during the adoption phase Conducting regular assessments to determine the level of user understanding Collecting and analysing … new requirements and business needs Collaborating with cross-functional teams Identifying new risks associated with the CRM implementation For this role, the right candidate will have/be: Valid SC clearance or be SC eligible A relevant University degree is preferred Relevant industry experience working in a highly regulated environment Experience working with Microsoft Dynamics and/or Salesforce Experience More ❯

in a split of new business development and developing existing accounts so you should feel equally comfortable doing both. Since you are selling SaaS products - any experience selling SaaS, CRM, CMS, Web, Digital, Technology solutions or similar will be a big bonus. Likewise, experience using Software such as CRM or CMS systems will be an advantage. If you have an More ❯

service solutions, collaborating with Technical Leads to ensure excellence. Lead post-project follow-ups and ongoing service reviews to maintain client satisfaction. Produce compelling proposals and accurate quotations using CRM tools. Actively manage and respond to pipeline opportunities and sales board leads. Promote the company’s ethos through all communications and deliver a service that drives referrals and client advocacy. … computer literacy. Proven ability to manage a large client portfolio using both short- and long-term sales strategies. Skilled in negotiation, expectation management, and building trusted relationships. Proficient in CRM systems (e.g., ConnectWise) and sales pipeline tools. Committed to a service-led, client-first approach. Highly organised and strategic in managing the full sales cycle. Passionate about the role of More ❯

service solutions, collaborating with Technical Leads to ensure excellence. Lead post-project follow-ups and ongoing service reviews to maintain client satisfaction. Produce compelling proposals and accurate quotations using CRM tools. Actively manage and respond to pipeline opportunities and sales board leads. Promote the company’s ethos through all communications and deliver a service that drives referrals and client advocacy. … computer literacy. Proven ability to manage a large client portfolio using both short- and long-term sales strategies. Skilled in negotiation, expectation management, and building trusted relationships. Proficient in CRM systems (e.g., ConnectWise) and sales pipeline tools. Committed to a service-led, client-first approach. Highly organised and strategic in managing the full sales cycle. Passionate about the role of More ❯