1 to 25 of 40 CRM Jobs in Bristol

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 ❯

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 ❯

re looking for Proven experience with Power BI - including data modelling, DAX and visualisation Strong SQL skills; VBA/Python/R experience a bonus Commercial understanding of marketing, CRM or digital environments (charity sector knowledge a plus, not essential) Ability to think strategically and communicate insights with impact A background in a numerical or analytical discipline (degree or equivalent 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 ❯

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 ❯

will include: Build, develop and maintain strong relationships across your account base. Build strong relationships with key colleagues at Rockwell, be the interface into our End-User program Utilise CRM in line with business expectations. Provide accurate reports in line with manager expectations. Promote the complete range of products and services across all areas of Routeco’s preferred partners Effective More ❯

Building strong, consultative relationships with key customers Identifying and converting growth opportunities across your accounts Collaborating with internal teams to deliver high-quality solutions Managing your pipeline using a CRM system (Microsoft Dynamics) Hitting monthly revenue and margin targets Experience Required: Proven experience in Account Management or B2B Sales Strong communication skills, especially by phone Confident, resilient, and driven by More ❯

whilst also involved in the long-term strategy Proven track record of driving service improvement and operational efficiency Expert in contact centre technologies, sourcing and implementing platforms including telephony, CRM, WFM, QA tools and Knowledge Systems Excellent stakeholder management and communication skills, experienced in collaborating closely with other departments. Next steps If you're professional, hard-working and interested in More ❯

whilst also involved in the long-term strategy Proven track record of driving service improvement and operational efficiency Expert in contact centre technologies, sourcing and implementing platforms including telephony, CRM, WFM, QA tools and Knowledge Systems Excellent stakeholder management and communication skills, experienced in collaborating closely with other departments. NEXT STEPS If you’re professional, hard-working and interested in More ❯

contacts to open doors and close deals Collaborating with internal teams (sales, technical, logistics) to deliver end-to-end client success Logging and managing pipeline activity using Microsoft Dynamics CRM Staying on top of industry trends and customer pain points to offer tailored solutions You’ll Thrive In This Role If You... Have 3-5 years of B2B solution sales More ❯

ABM strategies will be introduced and refined to target high-value accounts, with collaboration across sales teams to personalise outreach and boost engagement. The marketing automation platform (HubSpot) and CRM (Salesforce) will be managed to build lead scoring frameworks and nurturing workflows that convert MQLs into SQLs. The company website and SEO strategy, supported by BrightEdge, will be continuously optimised More ❯

support and account management. Foster strong relationships with conveyancers and solicitors through effective account management and client interaction. Secure initial instructions from new accounts. Maintain and update the business CRM systems, ensuring all activities are logged and documented. Conduct system/product presentations to offer clients a comprehensive overview of the Optimus portal. About You To excel as a Business More ❯

and KPIs. Willingness to travel occasionally for client meetings, events, and conferences. A self-motivated individual with a drive to succeed and develop within a sales environment. Proficient in CRM systems with strong attention to detail in logging and updating activities. Willingness to learn more about Xledger's offerings. Excellent communication and interpersonal skills, with the ability to build rapport More ❯

trends, market conditions, and competitors to 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-management skills. Results-oriented More ❯

fast paced environment Commercially aware and target-driven with a proactive mindset Excellent communication, presentation, and interpersonal skills Highly organised, able to manage multiple priorities and deadlines. Comfortable using CRM systems and digital tools to manage pipeline and reporting. What makes this job amazing?: Directly contribute to the growth of your assigned Vertical/Region. Work within a supportive, high More ❯

will include: Provide one touch close troubleshooting on initial ticket logging Call handling and troubleshooting via telephone and remote support software Logging of changes and troubleshooting steps taken using CRM system Accurate time logging and updating tickets Adhering to standard operating processes Updating documentation in line with best practice and SOPs Providing a high level of customer service to all 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 ❯

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 ❯

executing a best-in-class commercial strategy, covering both new logo acquisition and account development. Embedding sales process rigour: pipeline design, bid and proposal leadership, qualification, deal reviews, and CRM discipline. Coaching sector experts into confident commercial leaders, bringing energy and pace to client engagement. Building trusted relationships at C-suite level, particularly with Directors of Social Sustainability, Compliance, and More ❯

respond to inbound queries from alternative sources (e.g. social media) Flag recurring issues and themes for Product, UX, and Sales teams 4. Customer Data & Tool Integration Integrate Zendesk with CRM (e.g. HubSpot) to surface contextual customer data Ensure agents can access customer type, plan, and product usage history Use tagging and fields to categorize issues by topic, severity, and user More ❯

cycle, from briefing through to offer negotiation and placement Work closely with senior consultants and company founders to learn best practices and develop your recruitment skills Update and maintain CRM systems with accurate candidate and client data Work towards individual and team targets, driving personal growth and earning potential About you: A recent graduate Strong communication and relationship building skills More ❯

experience in M&A integration, operational transformation, and platform implementation within financial services or wealth management. Strong understanding of the UK advice and platform landscape, ideally with exposure to CRM or digital advice systems. Excellent communication and stakeholder skills, comfortable engaging with firm principals, directors, and external partners. Strategic thinker with a practical, delivery-focused approach. Experience leading or mentoring More ❯

strong relationships with developers, housing associations, contractors, and specifiers. Drive product specification into new build and retrofit projects across commercial and residential sectors. Manage your sales pipeline, forecasts, and CRM to ensure consistent and focused territory activity. Represent the company at trade shows, networking events, and industry forums in the region. Collaborate cross-functionally with technical and marketing teams 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 ❯