1 to 25 of 79 CRM Jobs in the South West

really care about what we stand for and want to move forward together. What sort of work? We have an exciting opportunity for a CRM Systems Manager to join our ambitious Marketing team in our Bristol or Exeter office. In this role you will: Take ownership of the Firm … CRM Platform (Intapp DealCloud), ensuring it is configured, governed and continuously improved to support marketing and business development priorities. Lead delivery of the OnePlace to DealCloud migration and manage the ongoing engagement, including change communications, training and documentation. Champion adoption and best practice across the Firm through proactive support ...

really care about what we stand for and want to move forward together. What sort of work We have an exciting opportunity for a CRM Systems Manager to join our ambitious Marketing team in our Bristol or Exeter office. In this role you will: Take ownership of the Firm … CRM Platform (Intapp DealCloud), ensuring it is configured, governed and continuously improved to support marketing and business development priorities. Lead delivery of the OnePlace to DealCloud migration and manage the ongoing engagement, including change communications, training and documentation. Champion adoption and best practice across the Firm through proactive support ...

service operations. •Understanding of delivery governance frameworks, operational management disciplines and business performance review processes. •Familiarity with enterprise operational and reporting platforms such a CRM, Power BI, AI/Copilot tools, Codex/ChatGPT or equivalent business systems. •Experience supporting business governance activities, delivery reviews, debt management, order administration ...

Building strong relationships with external partners and vendors Coordinating pricing, renewals, reporting and partner-related processes Systems, Data & Continuous Improvement Maintaining accurate records across CRM and operational systems Updating pricing documentation and sales collateral Supporting process improvements across the Sales Operations function The Person The successful candidate will have: Previous ...

Partner for Valpak, accountable not only for the data platform but also for multiple line of business software applications, operational systems including Dynamics 365 CRM, and upgrade projects to migrate legacy applications to modern Azure PaaS infrastructure. Key Responsibilities Engineering Leadership Lead and own all software engineering delivery for Valpak ...

team. Ability to thrive in a fast-paced, dynamic environment and balance multiple priorities simultaneously using a variety of cloud software applications. Competency using CRM software (HubSpot), proposal generation tools, office suites, email, Slack, and other cloud-based collaboration tools (e.g., Google Workspace, Confluence, Monday). A strong willingness ...

discuss the opportunity in confidence. This version gives recruiters very little to reverse-engineer: no sector, no location, no programme names, no ERP/CRM references, no Azure, Oracle, AI, IoT, RPA, TOGAF, or Zachman mentions, and no clues around the client's technology stack. It should attract the right ...

fruitful & forthcoming. ● Become an expert in the use of our products to advise partners on best practice. ● Manage the partner sales pipeline in our CRM to maintain visibility and accuracy of potential opportunities. ● Educate partners about new product features, industry trends, market intelligence and relevant marketing materials such as white ...

Help maintain clear data records to support audit readiness and compliance assurance Systems & Digital Tools: Use internal systems and digital tools (e.g. MIS, spreadsheets, CRM system and Learning ePortfolio platform) Support data organisation, version control and secure storage in line with data protection requirements Learn to produce data visualisations, charts ...

Friday finish + more Key Duties - Support the wider sales team with reporting, data analysis and business updates. - Help maintain and update the company CRM system, ensuring information is accurate and up to date. - Assist with sales forecasting and pipeline reporting to support business planning. - Track ongoing projects and opportunities ...

priorities Ensure handovers support strong conversion rates and meaningful follow-up Pipeline & Ecosystem Contribution Maintain accurate records and opportunity context inside our HubSpot CRM Contribute to early pipeline creation through well qualified opportunities Work collaboratively with our sales, marketing, and leadership teams What We're Looking For Essential Requirements ...

distribution or professional services experience. Exposure to digital transformation programmes. Knowledge of operating model design, business architecture or process improvement methodologies. Experience working alongside CRM and ERP platforms. ...

sales opportunities and book meetings for the commercial team Build relationships with senior stakeholders across target markets Maintain an active pipeline and accurately update CRM records Conduct market research and identify new business opportunities Work closely with sales and marketing teams to support commercial growth About You Experience in sales ...

secure deals. Deliver and install terminals to newly signed merchants and ensure smooth onboarding. Maintain accurate and up-to-date records in the CRM system. Uphold ethical selling standards and champion customer satisfaction post-sale. Provide feedback and insights to SDR, marketing, and product teams to strengthen go-to-market ...

secure deals. Deliver and install terminals to newly signed merchants and ensure smooth onboarding. Maintain accurate and up-to-date records in the CRM system. Uphold ethical selling standards and champion customer satisfaction post-sale. Provide feedback and insights to SDR, marketing, and product teams to strengthen go-to-market ...

Secure and schedule well-qualified appointments for the sales team. Maintain precise and up-to-date records of all activities in the company's CRM system. Develop a strong understanding of the company's technology services to clearly articulate their value to potential clients. Work closely with the sales ...

relationships at all levels, and to identify their business needs Identifying new ways to engage with the client and proposing innovative solutions Client engagement, CRM management and reporting Support the solution creation and proposal writing Working as part of a wider team, supporting company initiatives and strategic plans Qualifications Relevant ...

product categories and brands Manage pricing and product information within internal business systems Support the implementation of pricing updates and amendments Maintain data across CRM and product information management platforms Process customer term changes and promotional requests Generate reports and data extracts to support business analysis Create and update order ...

track record of hitting targets and generating new business • Confidence building relationships with senior stakeholders • A proactive, self-motivated and ambitious mindset • Experience using CRM platforms such as HubSpot is advantageous • An interest in social impact, sustainability or purpose-driven businesses would be a huge plus What ...

inclusion, ensuring meaningful value for its communities and stakeholders.This transformation is underpinned by a significant digital programme, including the implementation of a Salesforce CRM platform. This will establish a single source of truth, improve data-driven decision-making, and enable a more connected and efficient user experience. Your new role ...

Service Desk, MSP or customer-facing technical role Strong communication and customer service skills Good organisational and problem-solving abilities Experience using service desk, CRM or ITSM systems Understanding of Microsoft technologies and IT support environments ITIL Foundation or willingness to obtain certification Essential Requirements Eligible for SC Clearance Full ...

change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer ...

year Commission up to 25% Bonus for being above target 25 days holiday + Bank Holidays Top-of-the-range CRM system and Tech Stack Company Laptop Auto-enrolment pension scheme - increases with service Team events and socials Weekly/Monthly Incentives Apply today ...

achieve its mission to earn customer loyalty and drive business growth. Key Responsibilities Respond to customer queries via phone, email, chat, and letters. Update CRM systems with account changes and notes. Triage faults and schedule engineer visits. Assist with billing, payments, and account queries. Promote products and packages. Meet SLAs ...

Proven experience in product data management, master data, or PIM environments Strong knowledge of product lifecycle management and data governance Advanced experience using ERP, CRM, and PIM systems Excellent analytical skills and exceptional attention to detail Experience defining standards, processes, and governance frameworks Strong stakeholder management and cross-functional collaboration ...