1 to 25 of 84 CRM Jobs in Scotland

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 ❯

the solution whilst ensuring the maximum use is being made of the software. To provide 2nd level assistance to the support team in the evaluation and resolution of Dynamics CRM issues of a functional nature. To work closely with the CE Team Leader, Solution Lead, Project Managers and the Development Team. To work closely with HSO Dynamics CE Customers, to More ❯

to revenue growth by cross-selling associated products, events, or solutions Hosting online meetings with various stakeholders to present BI Solutions based on their desired outcomes Understand and utilise CRM tools such as Salesforce to track all pertinent account information and sales progress Deliver revenue in a linear manner in line with agreed targets Present linear forecasting (within agreed parameters … via CRM, supported by anecdotal evidence, to line manager Develop a thorough understanding of BIP's competitive environment, including knowledge of competing product offerings Ability to work in a complex, cross-functional team environment, managing dependencies and mitigating risks High attention to detail and the management of multiple, competing priorities simultaneously Sound business judgment and proven ability to influence internal … consultative, solutions-focused approach Demonstrated ability to translate customer needs into business and product requirements Proven ability to successfully influence at all levels within an organisation Experience in using CRM systems, preferably Salesforce Intermediate to advanced Microsoft Office skills (Word, Excel, Power Point and Outlook) Outstanding verbal, written and digital communications skills Strategic thinker with problems solving skills Strong negotiating More ❯

to revenue growth by cross-selling associated products, events, or solutions* Hosting online meetings with various stakeholders to present BI Solutions based on their desired outcomes* Understand and utilise CRM tools such as Salesforce to track all pertinent account information and sales progress* Deliver revenue in a linear manner in line with agreed targets* Present linear forecasting (within agreed parameters … via CRM, supported by anecdotal evidence, to line manager* Develop a thorough understanding of BIP's competitive environment, including knowledge of competing product offerings* Ability to work in a complex, cross-functional team environment, managing dependencies and mitigating risks* High attention to detail and the management of multiple, competing priorities simultaneously* Sound business judgment and proven ability to influence internal … consultative, solutions-focused approach* Demonstrated ability to translate customer needs into business and product requirements* Proven ability to successfully influence at all levels within an organisation* Experience in using CRM systems, preferably Salesforce* Intermediate to advanced Microsoft Office skills (Word, Excel, Power Point and Outlook)* Outstanding verbal, written and digital communications skills* Strategic thinker with problems solving skills* Strong negotiating More ❯

Assist in organizing and supporting events, including trade shows and in-practice demonstrations. Coaching Territory Managers, as required on consultative selling and sales excellence including pipeline (IANOS) utilisation and CRM use. • CRM & Reporting: Maintain accurate records of all sales activities and client interactions in our CRM system. Utilize data to inform strategies and report on performance metrics. Qualifications : • Minimum of … sales within the aesthetics, beauty, wellness, or dental industry. • Proven track record of driving business growth and building strong client relationships. • Exceptional communication, planning, and organizational skills.• Proficiency in CRM systems and sales tools. • Ability to travel extensively across the assigned territory; valid driving license required. What We Offer : • Opportunity to represent a globally recognized brand in dental solutions. • Collaborative 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 ❯

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 ❯

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 ❯

cross-functional teams and risks. Required experience 4+ years as a Dynamics 365 Consultant Experience in consulting or relevant area of business advisory Demonstration of sound functional expertise of CRM and ERP technology, business processes, various applications, and cloud deployment Required certifications Professional degree (Masters-level or above) in Computer Science, Engineering, Finance or Business Technical certifications based on Microsoft More ❯

cross-functional teams and risks. Required experience 4+ years as a Dynamics 365 Consultant Experience in consulting or relevant area of business advisory Demonstration of sound functional expertise of CRM and ERP technology, business processes, various applications, and cloud deployment Required certifications Professional degree (Masters-level or above) in Computer Science, Engineering, Finance or Business Technical certifications based on Microsoft More ❯

are looking for a Business Intelligence Analyst who is passionate about turning data into insight, data architecture, and process optimisation. This role offers a unique combination of responsibilities across CRM, data quality, AI-driven innovation, and market intelligence. You'll also be hands-on with Salesforce, supporting both users and platform development. If you're data-minded, driven, and eager … to learn, this is a great opportunity to develop within a forward-thinking team supporting multiple geographies and business units. Key Responsibilities CRM Management & Commercial Analytics Support the day-to-day operation, development and optimisation of our CRM systems including Salesforce and Pitcher platforms. Actively participate with our Global/Regional teams in testing new features and assisting with platform … platform adoption and utilization (internal and external), customer experience and engagement, and campaign effectiveness. Identify behavioural trends and patterns to support go-to-market strategy. Data Quality & Integrity Ensure CRM data landscape across SAP CRM and Salesforce is accurate, consistent, and complete. Run data quality checks, provide visibility and monitoring tools, and support data cleansing initiatives. Collaborate with business users More ❯

duties. To ensure and promote safe working conditions for all employees, visitors and contractors by implementing, monitoring and complying with occupational health & safety provisions About You; Knowledge of ERP, CRM, RSS, SAP and other software packages IT knowledge: MS office, MS Outlook, Excel Educated to GCSE, Standard Grade, National 4 or equivalent Flexible and determined Excellent communication skills, both written More ❯

relationships with key individuals within the current and target customer bases. Work with the estimating and customer service teams to guarantee customer satisfaction. Preparation of sales plan pipeline, targets, CRM and KPI reporting. THE CANDIDATE: Extensive experience of selling to brands, contract packers and retailers with an established personal network of contacts and relationships in target markets. Excellent solution sales 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 ❯

i series platforms. The ideal candidate will have a strong background in RPG IV/ILE, CL and SQL. A solid understanding of a sales led manufacturing business processes (CRM, Inventory and ERP systems) is a must. Key Responsibilities: Develop, maintain, and enhance RPG-based applications Collaborate and translate user requirements into technical specifications. Troubleshoot and resolve application issues, ensuring More ❯

a customer-first culture by storytelling and delivering clear, engaging insights that inspire action and behaviour change. Data Analysis & Strategic Insight : Collect and analyse customer and business data from CRM systems, transactional databases, surveys, and feedback platforms. Use statistical techniques, exploratory analysis, and predictive modelling to uncover trends, forecast behaviour, and identify improvement opportunities across the customer journey. Synthesise data More ❯

or exceeded Provide documented activity reports of your sales efforts on a daily, weekly and monthly basis Provide ongoing reporting and analysis, including: territory trending, sales reports/analysis, CRM reports, trade spending analysis, expense reports, etc. Follow all company policies, ethics and company procedures Perform other duties as required What You Need To Be Successful In This Role: Post More ❯

or exceeded Provide documented activity reports of your sales efforts on a daily, weekly and monthly basis Provide ongoing reporting and analysis, including: territory trending, sales reports/analysis, CRM reports, trade spending analysis, expense reports, etc. Follow all company policies, ethics and company procedures Perform other duties as required What You Need To Be Successful In This Role: Post 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 ❯

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 ❯

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 ❯

service lines * Prepare and deliver impactful sales pitches, proposals, and presentations * Understand client pain points and market needs to shape relevant campaigns and outreach * Track all prospecting activity in CRM systems and maintain pipeline accuracy * Work closely with internal marketing and sales teams to coordinate messaging and efforts * Stay informed on current trends in cyber threats, compliance, and security services … maintain momentum, and drive activity independently * Organised and capable of managing multiple prospects and priorities effectively * Skilled in account planning, persona mapping, and value-driven selling * Proficient in using CRM and lead generation tools * Collaborative team player with a proactive approach * Must be SC clearable Desirable: Experience selling into public sector, regulated industries, or enterprise environments * Awareness of compliance frameworks More ❯

service lines * Prepare and deliver impactful sales pitches, proposals, and presentations * Understand client pain points and market needs to shape relevant campaigns and outreach * Track all prospecting activity in CRM systems and maintain pipeline accuracy * Work closely with internal marketing and sales teams to coordinate messaging and efforts * Stay informed on current trends in cyber threats, compliance, and security services … maintain momentum, and drive activity independently * Organised and capable of managing multiple prospects and priorities effectively * Skilled in account planning, persona mapping, and value-driven selling * Proficient in using CRM and lead generation tools * Collaborative team player with a proactive approach * Must be SC clearable Desirable: Experience selling into public sector, regulated industries, or enterprise environments * Awareness of compliance frameworks More ❯

service lines * Prepare and deliver impactful sales pitches, proposals, and presentations * Understand client pain points and market needs to shape relevant campaigns and outreach * Track all prospecting activity in CRM systems and maintain pipeline accuracy * Work closely with internal marketing and sales teams to coordinate messaging and efforts * Stay informed on current trends in cyber threats, compliance, and security services … maintain momentum, and drive activity independently * Organised and capable of managing multiple prospects and priorities effectively * Skilled in account planning, persona mapping, and value-driven selling * Proficient in using CRM and lead generation tools * Collaborative team player with a proactive approach * Must be SC clearable Desirable: Experience selling into public sector, regulated industries, or enterprise environments * Awareness of compliance frameworks More ❯