26 to 29 of 29 CRM Jobs in Avon

Responsibilities Recruit, lead, and mentor a team of Implementation Executives Oversee the onboarding lifecycle of adviser firms, ensuring smooth adoption of investment propositions and advice tools Guide firms through CRM, client portal, and reporting system setup Ensure seamless integration with central platforms and AI-supported advice tools Develop scalable frameworks and standardised workflows Act as a trusted partner to adviser … onboarding and implementation of financial technology solutions Excellent project management and organisational skills with the ability to manage multiple projects Strong communication and relationship management skills Technical knowledge of CRM systems, financial planning tools, and AI-driven advice technologies Rewards & Benefits Performance Bonus: Potential bonus of up to 10% Pension: 10% non-contributory Pension Comprehensive Health Coverage: Private Medical Insurance More ❯

You'll Do Lead Generation & Qualification Generate pipeline through strategic outbound outreach including calls, emails, and social selling Qualify and route inbound leads to appropriate sales channels Maintain accurate CRM records and contribute to performance reporting Relationship Building Attend industry events and represent the company with professionalism and enthusiasm Collaborate with marketing and sales teams to align messaging and outreach … Proven success in sales or SDR role, ideally within tech or MSP environments or recruitment Strong communication and relationship-building abilities Comfortable with outbound calling and prospecting Familiarity with CRM systems and sales tools Key Attributes Genuine interest in cloud technologies and digital transformation Highly organised, goal-oriented, and proactive approach Smart enough to thrive in complex, fast-changing environments More ❯

managing platform implementation teams. Your Mission: Create and optimise onboarding processes for new adviser firms. Lead, inspire, and grow a team of Implementation Executives. Oversee firm migrations, system setups (CRM, portals, reporting), and adoption of AI-supported advice tools. Collaborate with internal teams and partners to ensure smooth integrations. Continuously improve processes based on feedback and results. What Were Looking … For: Proven experience leading operational or implementation teams. Strong understanding of UK financial advice and wealth management. Hands-on with CRM, financial planning software, investment platforms, and digital advice technologies. Strategic thinker, analytical, and ready to roll up your sleeves. Excellent communicator and natural leader, able to build processes and a team from scratch. Dynamic, ambitious, and looking to step More ❯

maintaining a consistent sales pipeline Engaging in consultative conversation with decision makers to understand any challenges they may be facing Working towards targets and KPI's Ensuring that the CRM system is consistently updated The Ideal Candidate: Motivation & Drive specifically to pursue a graduate career in Technology sales. Intelligence - as you'll be communicating with C-Level individuals and managing … be sniffing out opportunities and will need experience of demonstrating this previously. Coachable - you'll be someone that can take direction and is willing to learn! Organisation - updating the CRM system consistently will be a key part of your role, organisation and attention to detail is essential. We are shortlisting for the next intake so please click apply today More ❯