101 to 125 of 154 CRM Jobs in the South West

input from experts and stakeholders to gain a deep understanding of client objectives, pain points, and requirements. Lead discovery sessions to capture both functional and non-functional needs across CRM, infrastructure, data integration, and compliance areas. Translate client needs into clear, actionable technical design documents. Advise clients on optimising their Dynamics 365 platform and help shape their long-term Enterprise … CRM roadmap. Oversee the successful implementation of Dynamics 365 solutions, ensuring quality, alignment with client expectations, and timely delivery. Contribute to thought leadership by sharing insights, advancing best practices, and supporting proposal and business development efforts to maintain our competitive edge. Lead and collaborate within diverse, inclusive teams that value and recognise each member's contributions. Skills & Experience: Proven expertise … in Dynamics 365 CE/CRM and how these solutions drive business value. Familiarity with the broader Microsoft ecosystem, including Azure, Power Platform, M365, and Active Directory. Experience facilitating formal workshops with clients to define and clarify business requirements. Advanced Microsoft Dynamics 365 CE/CRM functional certification (e.g., Microsoft Certified: Dynamics 365 Marketing, Sales, or Customer Service Functional Consultant More ❯

input from experts and stakeholders to gain a deep understanding of client objectives, pain points, and requirements. Lead discovery sessions to capture both functional and non-functional needs across CRM, infrastructure, data integration, and compliance areas. Translate client needs into clear, actionable technical design documents. Advise clients on optimising their Dynamics 365 platform and help shape their long-term Enterprise … CRM roadmap. Oversee the successful implementation of Dynamics 365 solutions, ensuring quality, alignment with client expectations, and timely delivery. Contribute to thought leadership by sharing insights, advancing best practices, and supporting proposal and business development efforts to maintain our competitive edge. Lead and collaborate within diverse, inclusive teams that value and recognise each member’s contributions. Skills & Experience: Proven expertise … in Dynamics 365 CE/CRM and how these solutions drive business value. Familiarity with the broader Microsoft ecosystem, including Azure, Power Platform, M365, and Active Directory. Experience facilitating formal workshops with clients to define and clarify business requirements. Advanced Microsoft Dynamics 365 CE/CRM functional certification (e.g., Microsoft Certified: Dynamics 365 Marketing, Sales, or Customer Service Functional Consultant More ❯

input from experts and stakeholders to gain a deep understanding of client objectives, pain points, and requirements. Lead discovery sessions to capture both functional and non-functional needs across CRM, infrastructure, data integration, and compliance areas. Translate client needs into clear, actionable technical design documents. Advise clients on optimising their Dynamics 365 platform and help shape their long-term Enterprise … CRM roadmap. Oversee the successful implementation of Dynamics 365 solutions, ensuring quality, alignment with client expectations, and timely delivery. Contribute to thought leadership by sharing insights, advancing best practices, and supporting proposal and business development efforts to maintain our competitive edge. Lead and collaborate within diverse, inclusive teams that value and recognise each member's contributions. Skills & Experience: Proven expertise … in Dynamics 365 CE/CRM and how these solutions drive business value. Familiarity with the broader Microsoft ecosystem, including Azure, Power Platform, M365, and Active Directory. Experience facilitating formal workshops with clients to define and clarify business requirements. Advanced Microsoft Dynamics 365 CE/CRM functional certification (e.g., Microsoft Certified: Dynamics 365 Marketing, Sales, or Customer Service Functional Consultant More ❯

input from experts and stakeholders to gain a deep understanding of client objectives, pain points, and requirements. Lead discovery sessions to capture both functional and non-functional needs across CRM, infrastructure, data integration, and compliance areas. Translate client needs into clear, actionable technical design documents. Advise clients on optimising their Dynamics 365 platform and help shape their long-term Enterprise … CRM roadmap. Oversee the successful implementation of Dynamics 365 solutions, ensuring quality, alignment with client expectations, and timely delivery. Contribute to thought leadership by sharing insights, advancing best practices, and supporting proposal and business development efforts to maintain our competitive edge. Lead and collaborate within diverse, inclusive teams that value and recognise each member’s contributions. Skills & Experience: Proven expertise … in Dynamics 365 CE/CRM and how these solutions drive business value. Familiarity with the broader Microsoft ecosystem, including Azure, Power Platform, M365, and Active Directory. Experience facilitating formal workshops with clients to define and clarify business requirements. Advanced Microsoft Dynamics 365 CE/CRM functional certification (e.g., Microsoft Certified: Dynamics 365 Marketing, Sales, or Customer Service Functional Consultant More ❯

input from experts and stakeholders to gain a deep understanding of client objectives, pain points, and requirements. Lead discovery sessions to capture both functional and non-functional needs across CRM, infrastructure, data integration, and compliance areas. Translate client needs into clear, actionable technical design documents. Advise clients on optimising their Dynamics 365 platform and help shape their long-term Enterprise … CRM roadmap. Oversee the successful implementation of Dynamics 365 solutions, ensuring quality, alignment with client expectations, and timely delivery. Contribute to thought leadership by sharing insights, advancing best practices, and supporting proposal and business development efforts to maintain our competitive edge. Lead and collaborate within diverse, inclusive teams that value and recognise each member’s contributions. Skills & Experience: Proven expertise … in Dynamics 365 CE/CRM and how these solutions drive business value. Familiarity with the broader Microsoft ecosystem, including Azure, Power Platform, M365, and Active Directory. Experience facilitating formal workshops with clients to define and clarify business requirements. Advanced Microsoft Dynamics 365 CE/CRM functional certification (e.g., Microsoft Certified: Dynamics 365 Marketing, Sales, or Customer Service Functional Consultant More ❯

Q&A drop-ins, and knowledge-sharing to embed new ways of working. Keep abreast of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities. Customer Relationship Management & Pre-Sales Build and maintain long-term client relationships. Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities. Contribute to proposals and presentations … change management tools and methodologies. Strong analytical, problem-solving, and decision-making skills. Ability to communicate complex technical ideas clearly to non-technical audiences. Excellent stakeholder engagement and customer relationship management skills. Confident in facilitating workshops and training sessions. Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities. Core Competencies Knowledge & Experience: Advanced knowledge of Microsoft More ❯

Q&A drop-ins, and knowledge-sharing to embed new ways of working. Keep abreast of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities. Customer Relationship Management & Pre-Sales Build and maintain long-term client relationships. Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities. Contribute to proposals and presentations … change management tools and methodologies. Strong analytical, problem-solving, and decision-making skills. Ability to communicate complex technical ideas clearly to non-technical audiences. Excellent stakeholder engagement and customer relationship management skills. Confident in facilitating workshops and training sessions. Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities. Core Competencies Knowledge & Experience: Advanced knowledge of Microsoft More ❯

Q&A drop-ins, and knowledge-sharing to embed new ways of working. Keep abreast of Microsoft’s AI roadmap to guide clients on upcoming features and capabilities. Customer Relationship Management & Pre-Sales Build and maintain long-term client relationships. Support the sales team in scoping client needs, delivering demos, and showcasing our Copilot capabilities. Contribute to proposals and presentations … change management tools and methodologies. Strong analytical, problem-solving, and decision-making skills. Ability to communicate complex technical ideas clearly to non-technical audiences. Excellent stakeholder engagement and customer relationship management skills. Confident in facilitating workshops and training sessions. Proactive, curious, and adaptable mindset with a passion for emerging AI capabilities. Core Competencies Knowledge & Experience: Advanced knowledge of Microsoft More ❯

suite of investor-grade dashboards Create dynamic dashboards across key SaaS and financial metrics (ARR, MRR, NRR, churn, CAC/LTV, Rule of 40, runway, burn multiple), drawing from CRM, finance, and marketing data via Coupler.io and other sources. Present actionable insights to both the Board and department leaders. Automate SaaS revenue recognition and margin reporting Move the business away … of SaaS metrics (ARR, CAC, churn, Rule of 40, etc.) Skilled in dashboarding tools (Looker Studio, Tableau, Power BI, or similar) Comfortable working with tools like Coupler.io, SQL, and CRM/marketing data Experience working with accounting platforms like Xero Previous experience in a PE/VC-backed scale-up preferred Collaborative, down-to-earth, and able to operate autonomously More ❯

client satisfaction and retention. Key Responsibilities: Act as the first point of contact for customer queries, providing timely and professional responses. Support the sales team with administrative tasks including CRM updates, order processing, and reporting. Manage and nurture client relationships to drive satisfaction, retention, and upsell opportunities. Coordinate and schedule client meetings, demos, and follow-up activities. Maintain accurate sales … . Strong organisational skills with excellent attention to detail and accuracy. Confident communicator, both written and verbal, with the ability to build relationships at all levels. Experience working with CRM systems and Microsoft Office (Excel, PowerPoint, Word). Proven ability to manage multiple priorities and deadlines effectively. A proactive, problem-solving mindset with a strong focus on customer satisfaction. Experience More ❯

of commissions, expenses, and company credit cards. Systems, Stock & Process Improvements Drive improvements in stock management and reconciliation between SITC (Stock in the Channel), Xero, and other ERP/CRM systems. Collaborate with ERP/CRM providers to enhance data accuracy and train users as required. Introduce automation and efficiency, reducing “grunt work” such as manual invoice loading or double … CIMA) or QBE with strong SME experience Strong experience with Amazon marketplace accounting and reconciliation Knowledge of factoring (RBSIF preferred) Proven track record of improving stock and ERP/CRM processes Outstanding Excel proficiency – modelling, pivot tables, lookups, Power Query, macros (bonus) Solid grasp of VAT, imports/exports, and reverse charge Excellent communicator and team leader Commercially astute, analytical More ❯

and closing opportunities. Lead Generation & Follow-Up: Timely follow-up and qualification of all inbound leads (web, email, webinars, etc.), actively pursuing quality leads through the entire sales cycle. CRM Management: Perform daily updates on lead statuses, management of new opportunities, and updated information on existing customers using systems like Salesforce or MS Business Central. Goal Achievement: Be responsible for … selling network and computer hardware. Experience: Proven experience in a B2B sales environment with a focus on new business acquisition and client management. Skills: Proficient in the use of CRM systems (e.g., Salesforce), excellent communication and presentation skills, and the ability to perform detailed market research analysis. Attitude: Must be comfortable with cold calling into potential companies to gather information More ❯

Project Manager – Dynamics 365 CRM Cheltenham (Hybrid – 1 day per month on-site) Up to £65,000 + excellent enhanced benefits Comprehensive package including bonus, pension, and wellbeing support Our client, a leading global organisation, is seeking a Project Manager to deliver international programmes focused on Dynamics 365 CRM implementation . This role offers the chance to work across a … global delivery team, driving the success of a major digital transformation initiative. What you’ll do Lead end-to-end delivery of global Dynamics 365 CRM projects Manage project timelines, budgets, and stakeholder communication Collaborate with cross-functional and international teams Ensure delivery quality aligns with business objectives Identify and manage risks, dependencies, and change controls What we’re looking … for Proven experience delivering Dynamics 365 CRM or similar ERP/CRM projects Strong project governance, stakeholder management, and communication skills Experience managing global or multi-region implementations Agile or hybrid delivery methodology experience PMP, Prince2, or Agile certification desirable Why join? Be part of a global transformation programme with plenty of progression opportunities £65,000 base + bonus Enhance More ❯

We are currently working with an East Midlands Council, who are seeking a CRM System Implementation Lead to oversee the delivery of a new CRM system for their Economy & Funding Team. This role is ideal for someone with strong project delivery experience, stakeholder engagement skills, and a background in CRM systems and ICT coordination. CRM System Implementation Lead Start Date … Rate: Negotiable (Inside IR35) Working Arrangement: 30 hours over 4 days (Hybrid – 2 days office-based, 2 days remote) Key Responsibilities: Lead the end-to-end delivery of the CRM system in line with project governance and objectives. Act as the main liaison between ICT teams and the Economy & Funding Team. Develop and maintain detailed project plans, timelines, and documentation. … Gather, analyse, and document CRM requirements with service users. Coordinate system configuration, testing, and quality assurance. Manage change control processes and risk frameworks. Deliver training and user guidance to support CRM adoption. Lead stakeholder engagement and communication throughout the project lifecycle. Monitor and report on project progress, risks, and issues. Ensure CRM integration with existing digital platforms. Support transition to More ❯

experience in relevant role (e.g. support/development) using D365 toolsets. - Prior experience in relevant projects (e.g. good portfolio of past experience and project involvement in end to end CRM/ERP implementation) - Relevant technical qualifications to the role (e.g. Microsoft Certified D365 Functional Consultant Associate (MB-240, PL-200, MB … MB-310). - Personability and communication, translating into skills in gathering, documenting, and translating business requirements into system configurations and features and providing knowledge through training others. - Customer Relationship Management skills in building and maintaining strong relationships. - Business (Ideally industry) specific knowledge of business process (both Customer Relationship Management and Enterprise Resource Management) compliance measures and best practices. - Adaptability and More ❯

ongoing client management. Timely follow-up and qualification of all inbound leads (web, email, webinars, seminars, marketing campaigns, etc) and actively pursue quality leads through the entire sales cycle. – CRM Management Work with marketing to ensure demand generation initiatives are delivered to target audiences. Perform daily CRM updates on lead statuses, management of new opportunities, and updated information on existing More ❯

reach out to prospective ones, providing exceptional communication. Proposal Preparation: Collaborate with the team to create compelling proposals and presentations that showcase our innovative solutions. Data Management: Maintain their CRM system, ensuring all client interactions and data are accurately recorded and organised. Event Support: Assist in planning and executing networking events, trade shows, and promotional activities to boost our brand … related field is preferred. Previous experience in business development or sales support is a plus, but not mandatory. Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM software. A passion for the tech industry and an eagerness to contribute to a start-up environment. What We Offer: A Vibrant Team Culture: Join a group of passionate professionals More ❯

showcasing Lawtech’s solutions with confidence and clarity. Manage the full sales cycle — from prospecting and pitching through to negotiation and close. Build and maintain a robust pipeline using CRM tools, ensuring accurate forecasting and activity tracking. Collaborate with Marketing and Product teams to align sales activity with go-to-market campaigns and launches. Represent Lawtech at conferences and networking … leads. Experience selling to law firms or professional services clients (estate agents, financial institutions) is a strong advantage. Resilient, proactive, and adaptable to fast-paced, evolving environments. Familiar with CRM systems, sales analytics, and pipeline management. What we offer Competitive base salary of £45,000 – £50,000 p/a plus double OTE. Full benefits package including 25 days holiday More ❯

About Hire Stack Hire Stack is an innovative recruitment CRM that’s rapidly gaining traction across the UK. Built to transform the way agencies and employers manage talent, our platform combines intuitive design, scalability, and modern tech to deliver real impact. With massive growth potential ahead, we’re looking for ambitious developers to join our core team and help shape More ❯

CRM Support and Training Expert We are working with a European Leader in defence who is undergoing a major digital transformation, and has a brand-new role opening for a CRM Support and Training Expert to join them on this exciting journey. With the office based in Bristol, this is a hybrid role which will see you in the office … three days a week, with two days working from home. Working with their Microsoft Dynamics CRM, you will be involved with: Analysing the needs for training and support Planning and crafting comprehensive training interventions Planning and delivering user support and follow-up sessions during the adoption phase Conducting regular assessments to determine the level of user understanding Collecting and analysing … new requirements and business needs Collaborating with cross-functional teams Identifying new risks associated with the CRM implementation For this role, the right candidate will have/be: Valid SC clearance or be SC eligible A relevant University degree is preferred Relevant industry experience working in a highly regulated environment Experience working with Microsoft Dynamics and/or Salesforce Experience More ❯

CRM Support and Training Expert We are working with a European Leader in defence who is undergoing a major digital transformation, and has a brand-new role opening for a CRM Support and Training Expert to join them on this exciting journey. With the office based in Bristol, this is a hybrid role which will see you in the office … three days a week, with two days working from home. Working with their Microsoft Dynamics CRM, you will be involved with: Analysing the needs for training and support Planning and crafting comprehensive training interventions Planning and delivering user support and follow-up sessions during the adoption phase Conducting regular assessments to determine the level of user understanding Collecting and analysing … new requirements and business needs Collaborating with cross-functional teams Identifying new risks associated with the CRM implementation For this role, the right candidate will have/be: Valid SC clearance or be SC eligible A relevant University degree is preferred Relevant industry experience working in a highly regulated environment Experience working with Microsoft Dynamics and/or Salesforce Experience More ❯

CRM Support and Training Expert We are working with a European Leader in defence who is undergoing a major digital transformation, and has a brand-new role opening for a CRM Support and Training Expert to join them on this exciting journey. With the office based in Bristol, this is a hybrid role which will see you in the office … three days a week, with two days working from home. Working with their Microsoft Dynamics CRM, you will be involved with: Analysing the needs for training and support Planning and crafting comprehensive training interventions Planning and delivering user support and follow-up sessions during the adoption phase Conducting regular assessments to determine the level of user understanding Collecting and analysing … new requirements and business needs Collaborating with cross-functional teams Identifying new risks associated with the CRM implementation For this role, the right candidate will have/be: Valid SC clearance or be SC eligible A relevant University degree is preferred Relevant industry experience working in a highly regulated environment Experience working with Microsoft Dynamics and/or Salesforce Experience More ❯

including managed services, cybersecurity, cloud, and backup. Collaborate with internal teams to scope and price solutions. Meet and exceed monthly and quarterly sales targets. Maintain accurate records in the CRM and provide regular sales forecasts. What We're Looking For Proven experience in B2B sales, ideally within an IT MSP or technology environment. Strong understanding of IT services such as … Microsoft 365, cybersecurity, backup & disaster recovery. Excellent communication and relationship-building skills. Self-motivated, target-driven, and able to work independently. Familiarity with CRM tools and sales reporting. What We Offer Base salary (30K-£40K) depending on experience. Uncapped commission. Bonuses for hitting quarterly revenue milestones. Flexible working options (hybrid/). Ongoing training and career development. Set2Recruit are acting More ❯

including managed services, cybersecurity, cloud, and backup. Collaborate with internal teams to scope and price solutions. Meet and exceed monthly and quarterly sales targets. Maintain accurate records in the CRM and provide regular sales forecasts. What We're Looking For Proven experience in B2B sales, ideally within an IT MSP or technology environment. Strong understanding of IT services such as … Microsoft 365, cybersecurity, backup & disaster recovery. Excellent communication and relationship-building skills. Self-motivated, target-driven, and able to work independently. Familiarity with CRM tools and sales reporting. What We Offer Base salary (30K-£40K) depending on experience. Uncapped commission. Bonuses for hitting quarterly revenue milestones. Flexible working options (hybrid/). Ongoing training and career development. Set2Recruit are acting More ❯

to create a consistent and positive customer journey. Gain a deep understanding of each customer’s business priorities and demonstrate how our clients’ solutions can solve their challenges. Keep CRM records accurate and up to date, logging activity, feedback, and sales pipeline information. Encourage greater adoption of their platform by guiding users through features, offering tailored advice, and promoting best … Practical experience with Microsoft products, SharePoint, JIRA and AWS cloud services. Solid knowledge of B2B sales processes and the ability to manage and grow client relationships. Skilled in using CRM platforms (such as Microsoft Dynamics) alongside virtual collaboration tools like Teams, Zoom, and Slack. Confident communicator with excellent people skills, both over the phone and through video conferencing. Target-focused More ❯