6 of 6 Contract CRM Jobs in the South West

suite of investor-grade dashboards Create dynamic dashboards across key SaaS and financial metrics (ARR, MRR, NRR, churn, CAC/LTV, Rule of 40, runway, burn multiple), drawing from CRM, finance, and marketing data via Coupler.io and other sources. Present actionable insights to both the Board and department leaders. Automate SaaS revenue recognition and margin reporting Move the business away … of SaaS metrics (ARR, CAC, churn, Rule of 40, etc.) Skilled in dashboarding tools (Looker Studio, Tableau, Power BI, or similar) Comfortable working with tools like Coupler.io, SQL, and CRM/marketing data Experience working with accounting platforms like Xero Previous experience in a PE/VC-backed scale-up preferred Collaborative, down-to-earth, and able to operate autonomously More ❯

and convert new business, hitting sales targets and building trusted client relationships You create simple, effective sales and support processes that boost client satisfaction and team performance You keep CRM and reporting up to date, giving the team clear insights for smart decision-making Main Responsibilities 1. Sales Support Research and qualify leads, making outbound calls/emails to generate … background research on prospective clients and industries to inform customized sales approaches. Identify opportunities to upsell and cross-sell additional products and services. Maintain and update client records in CRM system (Zoho), ensuring accuracy and data integrity. Collaborate closely with marketing to align promotional campaigns and materials with sales objectives. Track and report on lead generation activities to support continuous More ❯

experience in relevant role (e.g. support/development) using D365 toolsets. - Prior experience in relevant projects (e.g. good portfolio of past experience and project involvement in end to end CRM/ERP implementation) - Relevant technical qualifications to the role (e.g. Microsoft Certified D365 Functional Consultant Associate (MB-240, PL-200, MB … MB-310). - Personability and communication, translating into skills in gathering, documenting, and translating business requirements into system configurations and features and providing knowledge through training others. - Customer Relationship Management skills in building and maintaining strong relationships. - Business (Ideally industry) specific knowledge of business process (both Customer Relationship Management and Enterprise Resource Management) compliance measures and best practices. - Adaptability and More ❯

experience in relevant role (e.g. support/development) using D365 toolsets. - Prior experience in relevant projects (e.g. good portfolio of past experience and project involvement in end to end CRM/ERP implementation) - Relevant technical qualifications to the role (e.g. Microsoft Certified D365 Functional Consultant Associate (MB-240, PL-200, MB … MB-310). - Personability and communication, translating into skills in gathering, documenting, and translating business requirements into system configurations and features and providing knowledge through training others. - Customer Relationship Management skills in building and maintaining strong relationships. - Business (Ideally industry) specific knowledge of business process (both Customer Relationship Management and Enterprise Resource Management) compliance measures and best practices. - Adaptability and More ❯

Job Title: CRM Systems Trainer (Bespoke) Contract Length: 3 months subject to extension (Nov – March) Rates: £ 280 - £310 per day via umbrella Location: combination of remote and travel UK wide WFH: Yes with travel to other sites Role Summary/Key Duties/Essential Requirements : The project involves deploying a customised Microsoft Dynamics CRM for the client's teams. They More ❯

support effective audience segmentation. Define and document the end-to-end campaign delivery workflow , ensuring alignment across teams using mParticle and Airship . Collaborate closely with internal stakeholders including CRM, Data, and Engineering teams to align on timelines, resolve blockers, and ensure delivery milestones are met. Provide clear, consistent updates on project progress, risks, and mitigation plans to stakeholders and … leadership. About You: Proven experience as a Project Manager , ideally in marketing technology, CRM, or data operations. Comfortable working with cross-functional teams and translating technical detail into clear documentation. Strong understanding of campaign management tools - experience with mParticle and Airship is highly desirable. Exceptional communicator with a proactive, solution-focused mindset. Available to commit 3 days per week in More ❯