12 of 12 CRM Jobs in Midlothian

with 'cloud' ecosystems Practical career experience to lead teams and resources in a matrix structure. Able to demonstrate relevant technical capabilities in areas such as mobile application architect ure, CRM and other customer technology solutions. Excellent knowledge and practical experience of all phases of a project lifecycle and delivery of IT solutions for a medium or large organisation. Experience of More ❯

Cloud (Email Studio, Journey Builder, Automation Studio) and strong technical skills in AMPscript, HTML, CSS, and SQL. Experience with API integrations, data extensions, and Salesforce ecosystem tools (Data Cloud, CRM). Strategic mindset with the ability to influence stakeholders and communicate complex concepts clearly. Background in large-scale organisations or consultancy/vendor environments. Understanding of customer segmentation, lifecycle marketing More ❯

Track record of identifying and converting new business opportunities Excellent communication, presentation, and negotiation skills Ability to manage multiple projects simultaneously in a fast-paced, regulated environment Proficiency with CRM and project management tools Desirable Experience working with global clinical trial sponsors or CROs Knowledge of ISO 9001 or similar quality management systems Familiarity with Salesforce Job Type : Full-time More ❯

wholesalers/retail) and high-value project pipelines. Feed market intel to production & operations so supply meets demand. Report cleanly on funnel, forecast, margin and win rate; keep the CRM honest. What you ll bring Proven B2B sales/business development in horticulture/ornamental/landscape/agri-inputs. A network you can activate decision-makers in nurseries, growers 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 ❯

improve data flow, and enhance operational efficiency. Key Responsibilities: Design and implement AI agents that automate backend office functions across diverse client environments. Integrate data from multiple systems (e.g., CRM, accounting platforms) to enable seamless workflows. Buildagentic solutions for: Business reporting automation Invoice review and payment reconciliation Email generation using templates Data extraction and transformation from structured and unstructured sources More ❯

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management/IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism. Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant Location Remote UK, Flex … configure and optimise platforms such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact. What you'll need: Hands-on experience configuring CRM systems - Ideally in Wealth Management Strong analytical skills to translate business needs into solutions Confident communicator with client-facing experience Any experience of knowledge of Python, SQL or APIs for … is a bonus and something you will be able to learn in the role. What's on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects. Interested? Please send your cv for a swift response More ❯

Power Platform & Microsoft Dynamics CRM 365 - Outside IR35 - 6 Month Job Description: Are you a seasoned Microsoft Dynamics CRM 365 expert with detailed knowledge of Power Platform looking to elevate your career? We are seeking a highly skilled individual to join one of Loriens leading Public Sector clients, championing the adoption and implementation of these powerful tools across our organisation. … Responsibilities: Provide expert guidance on Microsoft Dynamics CRM 365, including implementation, configuration, and customisation to meet unique business needs. Design, develop, and implement custom solutions using Dynamics CRM 365 including Power Platform components (Power Apps, Power Automate, Power BI) to automate business processes, streamline workflows, and enhance data insights. Provide expert guidance on Microsoft Dynamics CRM 365, including implementation, configuration … meet unique business needs. Perform data migrations, system integrations, and customisations to ensure a seamless flow of information and optimised functionality. Troubleshoot and resolve technical issues in both Dynamics CRM 365 environments and Power Platforms. Collaborate with business stakeholders to gather requirements, analyse existing processes, and recommend the best-fit solutions. Stay informed of the latest Dynamics CRM 365 and More ❯

interaction with the teams responsible for Product Management, Finance, Business Development, Sales and Marketing. As a member of the Customer Delivery & Operations team your key responsibilities would be: Customer Relationship Management Serve as the primary post-sale contact for customers, ensuring smooth onboarding, training, and integration of software solutions Develop and maintain strong, long-term relationships with key stakeholders within … and continued improvement of the Customer Support & Maintenance Model; including customer success processes, playbooks, and engagement strategies Maintain accurate records of customer interactions, satisfaction levels, and commercial opportunities in CRM systems Monitor key customer success metrics, including retention rates, churn risk, and revenue growth Essential skills and experience We see experience with the following as essential to the job: Previous … valuable in this role: Experience in a customer-facing role within the satellite, aerospace, or telecommunications industry Knowledge of cloud-based software deployment and SaaS business models Experience using CRM tools such as Salesforce, HubSpot, or similar platforms Ability to conduct software demonstrations and training for customers Familiarity with scripting languages (e.g., Python) or data analysis tools used in satellite More ❯

A rare chance to take a remote-first, equity-backed role where you'll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management/IFA space. Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager Location - Remote, UK - Flex Start/Finish times Salary … re looking for a Senior Project Manager to run flagship programmes, engage at board level, and help shape delivery models as we scale. What you'll need: Experience delivering CRM or tech-enabled transformation projects Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house) Expertise managing functional change and data migration workstreams Excellent More ❯

time position ideal for someone who enjoys combining finance, office management, and HR support within a small, friendly team. Key Responsibilities Record and reconcile financial transactions using accounting and CRM systems (e.g. Xero, ConnectWise, GoCardless, Wise-Sync) Prepare and manage financial records, invoices, and payments Maintain accurate customer and supplier data Oversee day-to-day office operations and support compliance … pensions, and HR administration, including onboarding and leave management About You Experience in finance, administration, or office management (ideally in an IT or MSP environment) Confident using accounting and CRM software Excellent organisational skills and attention to detail Strong communication and interpersonal skills Able to work independently and as part of a small team Legally entitled to work in the More ❯

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management/IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism click apply for full job details More ❯