17 of 17 CRM Jobs in Somerset

delivery team. Contribute to technical documentation and handover to BAU teams. What You'll Bring Proven experience developing within Microsoft Dynamics 365 (CE/CRM). Strong skills in Power Apps, Power Automate, and Dataverse. Proficiency in C#, JavaScript, and Dynamics SDK/custom connectors. Understanding of Azure functions, APIs ...

Spot opportunities to upsell or cross-sell, using conversations with customers to identify where they might benefit from additional products or features. Use Salesforce CRM daily to stay organised, manage your accounts, and keep accurate forecasts for the next three months. Identify and manage potential renewal risks early, supporting customers ...

quick data-oriented learner who thrives in a dynamic, collaborative environment Effective time management and organisation skills to balance customer engagement, deal closing, and CRM administration Nice to have A degree in finance or a business-related subject An entrepreneurial, problem-solving mindset To be a deal closer with ...

issues) Support onboarding of new learners and employers onto apprenticeship systems Set up user accounts and maintain digital records across management systems (ILR/CRM/LMS/VLE) Assist with troubleshooting hardware and software issues Support online learning platforms (Teams, Zoom, e-portfolio systems, etc.) Help keep digital systems ...

high-value business outcomes, ensuring SOWs are structured for long-term scalability and recurring Knowledge of Pega platform capabilities and concepts such as BPM, CRM, Case Types and Workflow Experienced in selling complex digital platform solutions into Finance or Healthcare industries Knowledgeable about industry trends, market dynamics, and regulatory requirements ...

ensure an accurate overview and forecasts. Target, educate and persuade new customers to use Group-IB products. Update and maintain clients' database details within CRM diligently. Qualifications 5+ years of experience selling Cybersecurity and/or Fraud Protection solutions. Experience in cybersecurity vendors or system integrators is a plus. Hunter ...

qualify leads using BANT to build a robust pipeline for Unisys. This results-driven role requires achieving activity metrics, accurately logging interactions in CRM, and collaborating with sales/marketing. Key Responsibilities Proactively contacts prospects via phone, email, and social media to schedule qualified appointments. Develops and executes targeted outreach ...

face-to-face meetings. Build and maintain strong relationships with prospective clients. Deliver engaging product demonstrations tailored to client needs. Manage sales pipeline using CRM software (Hubspot), ensuring timely follow-ups. Lead negotiations and close deals to achieve or exceed revenue targets. Collaborate with marketing and technical teams to align ...

renewal conversations and negotiating contract terms Identifying and closing upsell and extension opportunities Proactively planning your pipeline to protect retention and revenue Maintaining accurate CRM records and forecasts What they’re looking for 2–4 years’ experience in B2B sales, account management or renewals Confident handling commercial conversations and closing ...

strategic sales. You collaborate with select partners to develop territories and expand sales coverage. Good sales hygiene – You provide accurate revenue forecasting, ensuring the CRM system is always up to date. What you need to succeed Software SaaS or license sales experience, with a demonstrable track record of over-achievement ...

complex sales cycles across multiple stakeholders within NHS organisations Navigate NHS procurement frameworks and commercial routes to market Maintain accurate pipeline management, forecasting, and CRM records Collaborate with internal teams to support proposals, presentations, and opportunity development Our client is passionate about supporting healthcare organisations with technology that genuinely improves ...

attach, upsell, and expansion within distributor-managed accounts Meet or exceed monthly and quarterly revenue targets Maintain accurate pipeline, forecasts, and activity tracking in CRM Distributor Enablement & Relationship Management Build strong relationships with distributor Account Managers and sales leaders Enable AMs with positioning, pricing guidance, and sales strategy Conduct training … influence without authority Confident running sales conversations with experienced AMs Excellent communication and presentation abilities Comfortable managing multiple distributor relationships in parallel Disciplined CRM usage and forecasting accuracy What we bring: A Passionate, Driven, and Highly Collaborative Team: Join a team that is dedicated to making a difference, where collaboration ...

voice of the customer to internal teams, providing structured feedback on product needs, market trends, and competitive signals. 7. Forecasting, Reporting & CRM Excellence Maintain up-to-date and accurate pipeline data in HubSpot. Deliver consistent, reliable forecasts and highlight deal risks. Leverage SalesOps automation and AI insights to drive prioritization … execution accuracy. Maintain accurate and up-to-date records of all sales and prospecting activities in the CRM system. Who you are: Core Qualifications 5+ years of enterprise B2B sales experience, ideally in SaaS, healthcare, life sciences, or public-sector technology. Expertise in consultative selling and enterprise sales methodologies, such ...

Developing a strong understanding of the full product range, including bespoke options and lead times. Offering accurate and informed responses to customer queries. Utilising CRM - Maintaining accurate records of customer interactions, quotes, and orders using the internal database. Ensuring all sales data is up to date and assisting with reporting … both verbal and written, with a professional and friendly High attention to detail and accuracy in processing orders, data entry, and documentation. Proficiency in CRM systems along with Microsoft Office (Excel, Outlook, Word). Ability to work proactively, problem-solve, and take initiative in a fast-paced environment. Team player ...

volumes, retention targets, and customer satisfaction. Maintain visibility of team performance, providing coaching to address gaps and celebrate achievements. Ensure accurate data entry in CRM systems, including pipeline data and account notes. Sales & Service Excellence Manage the end-to-end customer lifecycle, ensuring smooth handoffs between sales and account management. … able to handle escalations calmly and command attention. Highly organised, able to manage multiple priorities in a fast-paced environment. Tech-savvy, proficient in CRM systems and data dashboards to make informed decisions. Eligo Recruitment is acting as an Employment Business in relation to this vacancy. Eligo is proud ...

CRM Marketing Automation Manager (Salesforce) Term : 12-month contract - with the team having at least a 3 year roadmap ahead of it Salary : £45k to £55k plus bonus, 25 days leave, good pension, healthcare, life assurance, etc. Location : Hybrid, two days a week in office - based out of either Bournemouth … Bristol offices The team youll be joining is mid-transformation of CRM journeys for this financia click apply for full job details ...

meetings. Send professional, high-quality renewal proposals and identify upsell opportunities. Deliver renewal and revenue targets on a monthly basic Maintain accurate records through CRM applications and deliver timely weekly reports. Successfully handover renewed customers back to the Customer Success team. Forecast pipeline and report back to senior team. Skills … oral and written, organisational prowess, and emotional intelligence. Self-motivated, inquisitive, and performance-driven with a positive attitude. Comfortable with MS Office suite and CRM systems. Benefits Salary of up to £35,000 Commission circa £24,000 a year Hybrid opportunity – 2 days per week in the office 25 days ...