1 to 25 of 29 CRM Jobs in Edinburgh

to the banking and insurance industries, with opportunities for development and involvement in challenging and rewarding projects. Responsibilities include (but are not limited to): Using our customer relationship management (CRM) system - Salesforce - to monitor sales orders which have been completed and action these sales orders to ensure clients are able to access our software and receive their contractual deliveries. This … is required. Knowledge of data analysis tools/techniques such as Power Bi, Tableau/Oracle is desirable but not essential. Experience of working with Enterprise IT, Database and CRM systems, (e.g. SQL and ) is desirable but not essential. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion More ❯

self-motivated, results-oriented, and comfortable working independently in a field-based role. Flexibility to travel regionally and nationally for customer visits, trade shows, and partner meetings. Proficient with CRM systems, reporting tools, and Microsoft Office Suite. Key Personal Characteristics for the incoming Business Development Manager : Ability to build rapport quickly and earn trust with a wide range of stakeholders. More ❯

are seeking a skilled and dynamic ERP Project Manager to lead the integration of newly acquired businesses into their Microsoft Dynamics ERP system. This comprehensive system includes modules for CRM, sales, field services, and customer service, while also interfacing with key platforms such as Sage Intacct and Natural HR. Key Responsibilities: Review existing systems and processes of newly acquired businesses More ❯

our clients Schedule work within the team and ensure this is delivered Identify new opportunities for clients Finance & Admin Set up clients within the agency's IT systems (e.g. CRM, invoicing, etc.) Assist Finance team to ensure invoices are being addressed by clients Skills & Experience Demonstrably commercially-minded Excellent inter-personnel & communication skills Strong organisation & project management skills, with an More ❯

enterprise solutions? Were looking for a skilled and forward-thinking professional to join a high-performing Microsoft practice, where youll lead the technical design and delivery of secure, scalable CRM and Power Platform solutions. Youll work remotely from anywhere in the UK, with occasional travel to client or team locations in Glasgow or Reading . This role requires eligibility to … Model-driven apps Provide technical leadership and mentorship to delivery teams Ensure quality, scalability, and security across complex solutions Facilitate workshops and translate business needs into technical architecture Configure CRM forms, dashboards and views to meet client-specific requirements What Youll Bring: Strong hands-on experience across Dynamics 365 and the Power Platform Proven track record designing enterprise-scale CRM More ❯

junior developers and guiding best practices across the team Playing an influential role in the successful adoption of the new legal tech platform Acting as a technical partner across CRM and ERP integrations ? What you'll bring: Hands-on experience with legal Case Management Systems (such as ShareDo, Peppermint, LEAP, or OpenText), ideally within regulated or legal sectors Proven experience … working on CRM/ERP transformations or similar enterprise-wide systems Strong understanding of workflow design , business logic, and system integrations The ability to translate business needs into scalable and practical tech solutions Excellent communication and stakeholder management skills, especially across technical and non-technical audiences A collaborative, inclusive approach to leadership and mentoring What's in it for you More ❯

customer account plans to maximize profitable revenue, including stakeholder mapping and engagement from headquarters to site level. Ensure customer contact data is accurately maintained and regularly updated in the CRM system, adhering to company policies. Establish and nurture strong, lasting relationships with multiple stakeholders across the customer base. Represent and promote the company brand and core values to uphold a More ❯

to meet the needs of the partner Onboarding new partners with the help of the Training team Meeting personal monthly sales and activity targets Record all activity in our CRM About you: Proven experience achieving targets and having an impact in a fast paced, high volume sales environment History of delivering in a 360 sales role You're ambitious, have More ❯

in businesses worldwide, is seeking a qualified Salesforce Administrator to join our innovative team. In this pivotal role, you'll leverage your deep understanding of Salesforce to optimise our CRM platform. Your technical insight and problem-solving skills will be instrumental in developing solutions that enhance our customer engagement and streamline internal processes. Join us in our mission to empower More ❯

learn new systems and processes Analytical mindset with basic problem-solving skills Proficiency in Microsoft Office and Outlook Familiarity with professional services operations or project-based environments Experience with CRM or PSA systems Basic understanding of business data and reporting Benefits include: Hybrid working with one day per week in the office 25 days' annual leave, increasing to 30 with More ❯

line with the wider digital strategy. Coordinate and project manage inter-departmental teams to deliver best-in-class projects on-time. Manage software integrations, including PIM (and PIM workflows), CRM databases and audience segmentation, email automations, loyalty programmes, review and social media integrations, along with despatch software. Provide a technical understanding for the business, on both new and existing software … presenting the financial implications. Produce and present digital trading and performance reports. Provide technical assistance, when required, to our stores, regarding the online ordering system. Experience: Knowledge of ESP, CRM, EPR, PIM and GA4. Reviews/Customer Service/Loyalty/Site monitoring/Payment Gateways/A-B Testing Project management experience, with a willingness to multi-task and More ❯

Location: Edinburgh BioQuarter Who are we? We are RoslinCT, a world-leading cell and gene therapy contract development and manufacturing organisation creating cutting-edge therapies that change people's lives. Collaborative, dedicated and talented people are the backbone of our More ❯

would be responsible for assisting the Sales & Marketing teams in the reconciliation of sales figures, managing sales pipelines and team commissions, as well as maintaining data consistency within our CRM, inputting dealer leads and opportunities, and managing reports for the Senior Leadership Team. The role will also ensure that the full team follow consistent, standardised processes, provide training on process … key responsibilities would be: Reconciliation and reporting of weekly sales figures Reconciliation and reporting of weekly sales tracking systems Compilation of monthly sales team commissions To streamline and maintain CRM processes To liaise with our growing Partnership network and gather and input leads & opportunities To run reports and build CRM dashboards To support the Sales & Marketing team on CRM processes … and experience We see experience with the following as essential to the job: Experience of working in a sales office environment Experience of using and administering fields in a CRM Capacity to logically interrogate data and form fact-based conclusions Ability to effectively train staff on CRM processes Strong IT skills (particularly M365- Excel, Forms, Planner, SharePoint) Personal skills We More ❯

system optimisation to long-term enhancements Being the go-to for systems knowledge and platform performance What we're looking for: Experience managing or owning business-critical applications - ERP, CRM, or similar Someone who can stay hands-on technically but still lead from the front Confident working with stakeholders and influencing change Comfortable in hybrid setups - 2 days a week More ❯

system optimisation to long-term enhancements Being the go-to for systems knowledge and platform performance What we’re looking for: Experience managing or owning business-critical applications – ERP, CRM, or similar Someone who can stay hands-on technically but still lead from the front Confident working with stakeholders and influencing change Comfortable in hybrid setups – 2 days a week More ❯

to system optimisation to long-term enhancements Being the go-to for systems knowledge and platform performance What were looking for: Experience managing or owning business-critical applications ERP, CRM, or similar Someone who can stay hands-on technically but still lead from the front Confident working with stakeholders and influencing change Comfortable in hybrid setups 2 days a week More ❯

how workflows, automations and key processes function across teams. Keep internal process documentation up to date as systems and practices evolve. Support cross-functional efforts to improve efficiency across CRM, reporting, and operations. Reporting and Insights Identify trends, gaps, or inconsistencies in the data and present practical solutions to improve automation, reporting accuracy and operational efficiency. Share actionable insights across … portion of your time will be spent supporting work that extends beyond the platform ranging from campaign execution to ad hoc operational asks. This isn't a rigidly structured CRM environment, and the role suits someone who is adaptable and excited to bring more clarity and process over time. Required Skills Tools: 3+ years in marketing operations or automation utilizing … HubSpot Experience: Background in B2B Technical skills: Comfortable using workflows, reports, and CRM tools; familiarity with HTML is a bonus Problem Solver: Able to navigate ambiguity and proactively suggest improvements Collaborative: Communicates clearly and works well across teams Organized: Able to prioritize work and manage time in a high-volume environment Adaptable: Thrives in fast-changing situations and finds ways More ❯

assist with new customer onboarding. What Youll Bring to the Role: Experience 2+ years in technical support/customer success, ideally in a SaaS environment. Technical Skills Proficiency in CRM and ticketing systems (e.g. HubSpot, Zendesk) and basic WIFI/networking knowledge. Customer-Centric Skills Strong communication and problem-solving abilities to support both technical and non-technical users. Compliance More ❯

assist with new customer onboarding. What Youll Bring to the Role: Experience 2+ years in technical support/customer success, ideally in a SaaS environment. Technical Skills Proficiency in CRM and ticketing systems (e.g. HubSpot, Zendesk) and basic WIFI/networking knowledge. Customer-Centric Skills Strong communication and problem-solving abilities to support both technical and non-technical users. Compliance More ❯

new customer onboarding. What You'll Bring to the Role: Experience -2+ years in technical support/customer success, ideally in a SaaS environment. Technical Skills - Proficiency in CRM and ticketing systems (e.g. HubSpot, Zendesk) and basic WIFI/networking knowledge. Customer-Centric Skills - Strong communication and problem-solving abilities to support both technical and non-technical users. Compliance More ❯

documentation capabilities. Proficiency in MS Office (especially Outlook, Word, and Excel). Proven experience in a similar role and/or relevant educational background. Desirable: Familiarity with Google Suite, CRM platforms and booking systems. Experience in process improvement and creating efficiencies. Work Remotely Hybrid or fully remote depending on location. Salary £33,000 - £37,000 Schedule Monday-Friday, 9am-5.30pm More ❯

an IT business Description Reconciliation and reporting of weekly sales figures Reconciliation and reporting of weekly sales tracking systems Compilation of monthly sales team commissions To streamline and maintain CRM processes To liaise with our growing Partnership network and gather and input leads & opportunities To compile management reports To run reports and build CRM dashboards To support the Sales & Marketing … team on CRM processes To ensure processes are followed To keep data clean and to establish & maintain data consistency Assist the Sales & Marketing teams with travel planning Profile Experience of working in a sales office environment* Experience of using and administering fields in a CRM* Capacity to logically interrogate data and form fact-based conclusions* Ability to effectively train staff … on CRM processes* Strong IT skills (particularly M365- Excel, Forms, Planner, SharePoint) Enjoys problems solving and balancing the pragmatic and practical* Works well both independently and in a team, respecting the opinions of others as part of afast-paced technical environment* Has an independent and organised approach to work, foreseeing what needs to be done andtaking the lead to ensure More ❯

for system customization. Implement and maintain Records Management and Governance Services features. Utilize Alfresco CMIS APIs for application integration and extension. Integrate Alfresco with external enterprise applications (e.g., ERP, CRM). Configure and optimize Solr for content indexing and search performance. Support and enhance system security, permissions, and compliance. Administer and optimize databases including PostgreSQL or MySQL. Monitor, troubleshoot, and More ❯

user support, helping to drive technical reliability and service efficiency across the business. Key Responsibilities of the IT Support Analyst Deliver hands-on support for internal business platforms, including CRM and membership systems. Provide first-line technical assistance to users, including issue resolution, user setup, and escalation when necessary. Assist in the evolution and refinement of internal systems through testing … and a service-driven mindset with a collaborative approach. Is this role for you? At Meraki, we love recruitment and love words. Is this you Rory wants: Internal Systems, CRM Support, Reporting Tools, User Support, Project Assistance, Customer Focus More ❯

or Open Mesh Experience configuring and deploying networking hardware: routers, switches, firewalls, and wireless access points Captive portal systems: voucher setup, splash page design, user access control Familiarity with CRM or ticketing systems (e.g. HubSpot, Zendesk) Strong communication skills with the ability to support both technical and non-technical users Understanding of GDPR and data security best practices Desirable Industry More ❯