2 of 2 CRM Jobs in Beverley

organising and managing important documents. Supporting the directors, advisers and administrators with day-to-day tasks and projects. Using their back-office systems and CRM, including data cleansing and maintaining accurate records. Assisting with the submission and processing of new financial business. Supporting the accounts function when required, including invoicing. ...

other relevant channels. • Qualifying opportunities, understanding customer requirements and arranging high-quality meetings for commercial colleagues. • Building and maintaining a healthy sales pipeline, keeping CRM information accurate and following up consistently with prospects. • Supporting the customer journey through quotations, proposals, orders and samples, working closely with internal teams to keep … targets and KPIs. • Strong organisation and follow-through, with the ability to manage multiple conversations and priorities without losing attention to detail. • Experience using CRM systems and Microsoft Office, with accurate record keeping and a practical approach to sales administration. • A collaborative and customer-focused mindset. You ll be comfortable ...