7 of 7 Remote/Hybrid CRM Jobs in Somerset

collate, input and extract data and information in line with organisational requirements. For example updating office databases, stakeholder records or notes, finance records, CRM systems or sending mailshots Format and input data in line with organisational requirements. For example, redacting information, stakeholder details, expenses, travel and routine reports. Report ...

Experience with EDRMS platforms (e.g. Hyland OnBase or similar) Knowledge of records management standards (retention policies, audit, compliance) Integration with enterprise systems (e.g. SAP, CRM, finance platforms) Automation of document ingestion and classification (OCR, metadata tagging) Reporting and audit capabilities within document management systems Experience integrating with enterprise services (Active ...

Experience with EDRMS platforms (e.g. Hyland OnBase or similar)* Knowledge of records management standards (retention policies, audit, compliance)* Integration with enterprise systems (e.g. SAP, CRM, finance platforms)* Automation of document ingestion and classification (OCR, metadata tagging)* Reporting and audit capabilities within document management systems* Experience integrating with enterprise services (Active ...

APIs and MCP integrations — AI Fluency Level 4 or the equivalent hands‐on engineering experience Hands‐on experience building against Salesforce or equivalent CRM APIs: workflows, event‐driven logic, and data integrations across multiple systems Comfortable owning live production systems: incident response, observability, vendor management, and data integrity — draws ...

Account Manager, you’ll manage multiple client relationships and become a key point of contact across a varied portfolio. Projects can include CRM and platform work, data and insight projects, technology implementations, ongoing retainers and smaller consultancy projects. You’ll turn client requirements into clear briefs, coordinate internal teams … Lead. You’ll also identify opportunities and contribute to account growth, without being the primary commercial owner. You’ll work across a range of CRM, data and marketing technology platforms, supporting clients with complex data-led projects and implementations. What experience you’ll need to apply Experience in Account Management ...

website or current approach Explaining the Margot Web proposition simply and persuasively Following up consistently and professionally Progressing opportunities through each stage of the CRM Handling questions and objections Asking for the business and closing sales Ensuring we have everything required from the customer before handing the project … technical team Following up shortly after the sale to make sure the customer is happy Maintaining accurate, organised and up-to-date CRM records Managing a busy pipeline and prioritising your time effectively Working towards clear activity, conversion and sales targets Some prospects will already be familiar with Margot Web. ...

Technical Account Manager - UK (Remote) - c.£70K A growing CRM, data and technology consultancy is looking for an experienced Technical Account Manager to join its Client Delivery team and take ownership of key client relationships across its CRM, data and software portfolio. You'll act as the bridge between clients … technical delivery teams, combining strong relationship management with technical understanding across CRM, data, integrations, APIs and cloud technologies. Key Responsibilities Build and manage trusted relationships with senior business and technology stakeholders Act as the main point of contact for technical, service and strategic matters Translate business requirements into clear conversations ...