26 to 50 of 569 CRM Jobs in the South East

The CRM Manager will be responsible for managing and optimising the firm’s Client Relationship Management (CRM) system to enhance client service, drive business development, and enable strategic decision-making. This role is critical in ensuring the CRM system is well-maintained, user-friendly, and leveraged effectively across teams for client engagement, marketing campaigns, and reporting. Key Responsibilities CRM Strategy … Operations: Own the firm’s CRM strategy and drive adoption across the business. Maintain the CRM system (Workbooks) ensuring data integrity and quality, and performance. Define and enforce standards and protocols for data entry, segmentation, and maintenance. Business Development & Marketing Support: Support marketing teams in planning and executing targeted campaigns using CRM data (e.g. event invitations, newsletters). Provide client … insights and engagement histories to BD teams and Directors. Training & Change Management: Encourage use of training programmes for fee earners and business management teams to ensure consistent CRM usage. Redevelop training modules as needed working with the L&D team. Act as a CRM champion and change agent to encourage adoption, especially among senior stakeholders and the practice management team. More ❯

ERP enhancements for functions such as Finance, Manufacturing, Warehousing, and Distribution. Previous involvement in ERP upgrades, integrations, and customisation projects. Knowledge of supporting business intelligence tools (Power BI, SharePoint, CRM, or e-commerce integrations would be an advantage). Experience managing IT infrastructure either directly or via third-party support providers. Strong project and stakeholder management skills, with the ability More ❯

analytics, or AI within complex, regulated, or asset-intensive organisations. Deep expertise in data strategy, governance, architecture, and enterprise data platforms. Extensive experience delivering large data programmes, ideally alongside CRM or ERP transformations. Strong technical knowledge of AI/ML, cloud data platforms, and visualization tools like Power BI and Azure. Excellent strategic thinking and problem-solving skills, translating business More ❯

requirements into detailed technical specifications and solution designs. Configure, extend, and customise BC using AL language, extensions, and APIs. Develop and maintain integrations between BC and other enterprise systems (CRM, finance tools, data platforms, etc.). Lead technical workshops, solution design sessions, and proof-of-concept builds. Ensure system architecture supports scalability, performance, and security requirements. Conduct code reviews, enforce More ❯

requirements into detailed technical specifications and solution designs. Configure, extend, and customise BC using AL language, extensions, and APIs. Develop and maintain integrations between BC and other enterprise systems (CRM, finance tools, data platforms, etc.). Lead technical workshops, solution design sessions, and proof-of-concept builds. Ensure system architecture supports scalability, performance, and security requirements. Conduct code reviews, enforce More ❯

requirements into detailed technical specifications and solution designs. Configure, extend, and customise BC using AL language, extensions, and APIs. Develop and maintain integrations between BC and other enterprise systems (CRM, finance tools, data platforms, etc.). Lead technical workshops, solution design sessions, and proof-of-concept builds. Ensure system architecture supports scalability, performance, and security requirements. Conduct code reviews, enforce More ❯

outline in detail the technical specifications (= the analysis & design phases) of the proposed solution and ensure follow up throughout the rest of the project. What is UMAX? UMAX integrates CRM, billing, invoicing, cash collection, meter data, asset and service management modules in one solution, offering utilities the tools & processes for effective sales, increased customer contribution margins, reduced lead times and More ❯

remote support to customers via phone, email, and remote access ??? Troubleshooting technical issues and resolving support cases ?? Conducting investigative support and escalating when needed ?? Keeping detailed case records in CRM (Microsoft Dynamics) ? Prioritising cases to meet SLAs and keep customers happy ?? Documenting software defects and program changes ??? Testing and applying configuration and release changes ?? Upgrading sites with new releases and More ❯

meaningful stories that drive strategic and operational improvements in a fast-moving SaaS environment. What you’ll do Data Insight & Analysis Collect, clean, and analyse data from multiple sources (CRM, financial systems, product usage, support tickets, etc.). Develop insightful dashboards and reports that track business performance against key metrics. Translate complex datasets into clear visualisations and concise narratives for More ❯

meaningful stories that drive strategic and operational improvements in a fast-moving SaaS environment. What you’ll do Data Insight & Analysis Collect, clean, and analyse data from multiple sources (CRM, financial systems, product usage, support tickets, etc.). Develop insightful dashboards and reports that track business performance against key metrics. Translate complex datasets into clear visualisations and concise narratives for More ❯

we're looking for Proven track record of solving operational challenges in fast-scaling businesses . Strong technical skills – confident with raw datasets (Excel/Google Sheets/Python), CRM administration (HubSpot preferred), and system integrations (Zapier, APIs). Data-driven mindset – experienced in building reporting systems, maintaining data hygiene, and enabling decision-making with robust analytics. Experience in early More ❯

we're looking for Proven track record of solving operational challenges in fast-scaling businesses . Strong technical skills – confident with raw datasets (Excel/Google Sheets/Python), CRM administration (HubSpot preferred), and system integrations (Zapier, APIs). Data-driven mindset – experienced in building reporting systems, maintaining data hygiene, and enabling decision-making with robust analytics. Experience in early More ❯

centric transformation or strategic propositions. Applied understanding of customer strategy and transformation in retail or SME banking, affluent, health insurance, general insurance, or life insurance. Technical Skills : Knowledge of CRM and AI technologies, product design and innovation, digital transformation, and agile methodology. Strong project management skills, including experience in large cross-functional and/or cross-geographical programmes. Strong understanding More ❯

centric transformation or strategic propositions. Applied understanding of customer strategy and transformation in retail or SME banking, affluent, health insurance, general insurance, or life insurance. Technical Skills : Knowledge of CRM and AI technologies, product design and innovation, digital transformation, and agile methodology. Strong project management skills, including experience in large cross-functional and/or cross-geographical programmes. Strong understanding More ❯

centric transformation or strategic propositions. Applied understanding of customer strategy and transformation in retail or SME banking, affluent, health insurance, general insurance, or life insurance. Technical Skills : Knowledge of CRM and AI technologies, product design and innovation, digital transformation, and agile methodology. Strong project management skills, including experience in large cross-functional and/or cross-geographical programmes. Strong understanding More ❯

Position: CRM Project Data Analyst Reports To: CRM Project Lead Works Closely With: Tech Team, Partner firm contacts, Functional LeadsLocation: Technology Function, Central Services Team Hybrid, Greater London Area South/Home Counties Salary £40,000 - £50,000 per annum (pro rata for contract) Type Contract TC Group uses FibreCRM which is being rolled out globally. This role is to … ensure the CRM is fully optimised to support the firm’s strategy The CRM Project Data Analyst experienced in tech projects is able to understand the goal of the project to coordinate and guide the stakeholders to implement fully operational project to end of 2025. There is a possibility of extension into 2026. This role will be accountable to the … CRM Project Lead for a range of data, integration, and testing associated tasks and activities to assure the reliable delivery of the project, including: Creating mapping documents Fuzzy matching on company name Importing data to new systems Exporting data Checking and identifying issues Testing integrations via front end and database access Migration of data between CRMs Extracting data using basic More ❯

with cross-functional teams in an Agile environment. Excellent communication, stakeholder management, and influencing skills. Preferred Qualifications Experience in financial services, SaaS, or e-commerce customer journeys. Familiarity with CRM and marketing automation platforms (e.g., Salesforce, Marketo). More ❯

with cross-functional teams in an Agile environment. Excellent communication, stakeholder management, and influencing skills. Preferred Qualifications Experience in financial services, SaaS, or e-commerce customer journeys. Familiarity with CRM and marketing automation platforms (e.g., Salesforce, Marketo). More ❯

with cross-functional teams in an Agile environment. Excellent communication, stakeholder management, and influencing skills. Preferred Qualifications Experience in financial services, SaaS, or e-commerce customer journeys. Familiarity with CRM and marketing automation platforms (e.g., Salesforce, Marketo). More ❯

team-building, and client relationship management skills. Demonstrated ability to drive revenue growth and increase market share. Analytical thinker, comfortable using data to inform decisions and strategies. Proficient in CRM systems and sales pipeline management. Skilled negotiator with excellent communication and influencing skills. Able to manage multiple priorities with problem-solving agility. Benefits Company pension scheme Health Cash Plan Life More ❯

issues. Clear written and verbal communication skills, along with the ability to craft compelling presentations and case studies. Numerical abilities and problem-solving attitude. Proficiency in MS Office and CRM software (Hubspot) Proficiency in English and the right to work in the UK. More ❯

Supporting Transformation of customer buying experiences: Assisted Sales Pay Now, Online Pay Now, At Event Deployment across 36 geographies and 1,747 events by Q4 2028. Integration of Salesforce CRM, unified payments & tax engine, and ERP systems. Ideal Candidate Proven experience in large-scale change management within digital transformation programs. Strong stakeholder management and communication skills. Familiarity with Salesforce, ERP More ❯

delivery. Profile Proven track record in lead generation and multi-channel campaign delivery. Strong knowledge of the MQL/SQL funnel and marketing-sales alignment. Hands on experience with CRM and automation platforms (e.g., Salesforce, HubSpot, Marketo). Excellent analytical skills with the ability to turn data into strategy. Demonstrated team leadership and people development skills. Strong organisational and project More ❯

drive the profitable and efficient delivery of professional services by aligning operations with the company's growth strategy, ensuring strong governance, financial control, and resource planning across departments Customer Relationship Management - act as a senior point of contact for key clients, fostering strong relationships, ensuring satisfaction, and collaborating across teams to support retention and account growth Project Delivery Oversight - oversee More ❯

B2B selling expertise Ability to determine value, sales opportunities and strategies to maximize growth objectives Ability to understand and meet customer needs Good MS Office skills and experience with CRM/ERP systems Very good written and spoken English skills. Second language in German or Spanish is a plus point To undergo full security checks to BS7858:2019 standard (in More ❯