4 of 4 Dynamics CRM Jobs in Bath

creation (e.g., customer testimonials). Engage in cross-functional teamwork with Customer Success, Solution Sales, and Technical experts. Reporting & Data Management Maintain accurate CRM documentation, notes, and forecasting to ensure full traceability. Provide structured sales reports and pipeline updates to management. Contribute insights on customer needs … platforms; understanding of CDE environments. Proficiency in Microsoft Office (Word, Excel, Outlook, Teams). Strong user of LinkedIn/Sales Navigator. Microsoft Dynamics CRM experience is a plus. Key Success Indicators Annual revenue and margin growth Attach & cross‐sell rates of Graitec ...

Promoter Score) Define and create content, and run webinars/customer testimonials/social posts Ensure accurate data is entered into our Microsoft Dynamics CRM system (e.g., transparency on activity) Experience: 3-5 years of B2B sales experience in construction, steel or wood framing ...

management frameworks (e.g., Miller Heiman, MEDDICC, Account Planning) to expand relationships and accelerate growth. Develop long-term account strategies, mapping key stakeholders, political dynamics, and strategic initiatives. Identify whitespace and expansion opportunities within existing accounts in partnership with customer success teams. 3. Pipeline Generation with SDR, Alliances & Marketing … 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 ...

p.a. (based on 6 days per month) We are working with a leading HubSpot agency that delivers large-scale, complex CRM implementations for enterprise and global clients. The business is already deeply embedded in the HubSpot ecosystem and is now looking to accelerate how AI is embedded …/AI Strategy Lead) with strong commercial instincts Experience working in or alongside CRM-led businesses (HubSpot strongly preferred; Salesforce, Dynamics, Pipedrive or similar also relevant) Proven ability to move from AI concepts to real, implemented outcomes Comfortable working fractionally and influencing at board ...