presentation skills. Results driven, responsive, passionate, and persistent. Confident, ambitious and willing to take initiative. IT literacy including: Microsoft Office suite and knowledge of CRM systems, (preferably Salesforce.com). Holds gravitas and builds strong, long term relationships with key decision makers that achieve jointly agreed objectives through shared actions. Part more »
Exeter, England, United Kingdom Hybrid / WFH Options
Sarah West Recruitment Ltd
through effective system usage and best practices Proactively managing customer accounts and promoting software license renewals Maintain accurate and comprehensive customer information in the CRM system (Zoho) Collaborating closely with the team and directors to uphold high service standards with a muck-in hands-on approach What we are looking more »
as a communications channel. They have focused on programmatic direct mail where individual mail pieces are triggered from templates integrated into 3 rd party CRM systems. New omnichannel communications including SMS, Whatsapp are being rolled out in 2024. The Role Working onsite in North Devon; as a member of the more »
What you’ll do We’re looking for an organised and analytical minded CRM and Data Lead to join our busy Marketing & Client Development department. You will be a critical member of the team in this leading role in collecting, storing and using data across the firm. You will analyse … using the system and giving valuable outputs that help the Firm engage with clients and generate new workstreams. You’ll own and maintain the CRM system taking responsibility for compliantly storing and segmenting contact data and using that information to help us improve the way we market and sell to … clients, targets and referrers. Working closely with the CRM users and IT, you will ensure the CRM delivers what the Firm needs including training best practice, looking at how we collect and segment our data to ensure our communications are targeted and relevant and drawing out insights, statistics and dashboards more »