126 to 136 of 136 CRM Jobs in the South West

Location : East Dorset Hours: 20 hours per week, Monday-Friday Office Based Salary : Circa £27K per annum pro rata dependent on experience, free parking and 23 days hols + Bank Holidays pro rata (rising to 25 days pro rata after More ❯

sectors. In this varied role you will be responsible for sales support, involving tender specification reviews, quote preparation, and keeping sales data up to date within the BC/CRM system. This role will also involve monitoring future tenders and sales opportunities, while handling administrative tasks such as contract preparation, order processing, and equally assist in the organisation of sales … ideal candidate will possess prior experience in a sales support, customer service or sales executive role, or come from a related field. Equally, proficiency in Microsoft Office Suite and CRM systems is required in order to maintain accurate documentation and lastly, although not required, any additional languages spoken would be beneficial. This is a fantastic opportunity for a Junior Salesperson … at an exciting time of growth and have the chance to progress through the business. The Role: Tender specification reviews and quote preparation. Sales data management in BC/CRM system. Monitoring tenders and sales opportunities. Sales support and event assistance. The Person: Sales support/customer service experience. Proficiency in Microsoft Office & CRM. Any additional languages spoken would be More ❯

You'll Do Lead Generation & Qualification Generate pipeline through strategic outbound outreach including calls, emails, and social selling Qualify and route inbound leads to appropriate sales channels Maintain accurate CRM records and contribute to performance reporting Relationship Building Attend industry events and represent the company with professionalism and enthusiasm Collaborate with marketing and sales teams to align messaging and outreach … Proven success in sales or SDR role, ideally within tech or MSP environments or recruitment Strong communication and relationship-building abilities Comfortable with outbound calling and prospecting Familiarity with CRM systems and sales tools Key Attributes Genuine interest in cloud technologies and digital transformation Highly organised, goal-oriented, and proactive approach Smart enough to thrive in complex, fast-changing environments More ❯

managing platform implementation teams. Your Mission: Create and optimise onboarding processes for new adviser firms. Lead, inspire, and grow a team of Implementation Executives. Oversee firm migrations, system setups (CRM, portals, reporting), and adoption of AI-supported advice tools. Collaborate with internal teams and partners to ensure smooth integrations. Continuously improve processes based on feedback and results. What Were Looking … For: Proven experience leading operational or implementation teams. Strong understanding of UK financial advice and wealth management. Hands-on with CRM, financial planning software, investment platforms, and digital advice technologies. Strategic thinker, analytical, and ready to roll up your sleeves. Excellent communicator and natural leader, able to build processes and a team from scratch. Dynamic, ambitious, and looking to step More ❯

client. Youll research accounts, map stakeholders, craft tailored outreach, and spark qualified opportunities that set up Technical Presales and Account Executives for success. Youll also keep the engine runningclean CRM, crisp reporting, and nurture campaigns that convert curiosity into pipeline. What you'll do Build expert knowledge of our portfolio through training and active engagement with our teams. Research and … a pipeline of prospects and active engagements in synergy with Technical Presales and Account Executives. Create and present routine reports at various intervals and frequencies. Organise and maintain the CRM for consistent data hygiene. Design, deploy and optimise Campaigns to nurture leads Requirements Minimum 1 year in a Sales roles or similar tech-sales role, with evidence of building pipeline … and booking qualified meetings. Clear, confident verbal and written communication; comfortable tailoring messages to technical and business audiences. CRM experience (any major platform); willingness to master Zoho CRM if not already familiar. A self-starter mindset and strong teamworkable to work with globally distributed colleagues and support a scaling UK team (including occasional admin as needed). Ability to attend More ❯

client. Youll research accounts, map stakeholders, craft tailored outreach, and spark qualified opportunities that set up Technical Presales and Account Executives for success. Youll also keep the engine runningclean CRM, crisp reporting, and nurture campaigns that convert curiosity into pipeline. What you'll do Build expert knowledge of our portfolio through training and active engagement with our teams. Research and … a pipeline of prospects and active engagements in synergy with Technical Presales and Account Executives. Create and present routine reports at various intervals and frequencies. Organise and maintain the CRM for consistent data hygiene. Design, deploy and optimise Campaigns to nurture leads Requirements Minimum 1 year in a Sales roles or similar tech-sales role, with evidence of building pipeline … and booking qualified meetings. Clear, confident verbal and written communication; comfortable tailoring messages to technical and business audiences. CRM experience (any major platform); willingness to master Zoho CRM if not already familiar. A self-starter mindset and strong teamworkable to work with globally distributed colleagues and support a scaling UK team (including occasional admin as needed). Ability to attend More ❯

client. Youll research accounts, map stakeholders, craft tailored outreach, and spark qualified opportunities that set up Technical Presales and Account Executives for success. Youll also keep the engine runningclean CRM, crisp reporting, and nurture campaigns that convert curiosity into pipeline. What you'll do Build expert knowledge of our portfolio through training and active engagement with our teams. Research and … a pipeline of prospects and active engagements in synergy with Technical Presales and Account Executives. Create and present routine reports at various intervals and frequencies. Organise and maintain the CRM for consistent data hygiene. Design, deploy and optimise Campaigns to nurture leads Requirements Minimum 1 year in a Sales roles or similar tech-sales role, with evidence of building pipeline … and booking qualified meetings. Clear, confident verbal and written communication; comfortable tailoring messages to technical and business audiences. CRM experience (any major platform); willingness to master Zoho CRM if not already familiar. A self-starter mindset and strong teamworkable to work with globally distributed colleagues and support a scaling UK team (including occasional admin as needed). Ability to attend More ❯

research accounts, map stakeholders, craft tailored outreach, and spark qualified opportunities that set up Technical Presales and Account Executives for success. You’ll also keep the engine running—clean CRM, crisp reporting, and nurture campaigns that convert curiosity into pipeline. What you'll do Build expert knowledge of our portfolio through training and active engagement with our teams. Research and … a pipeline of prospects and active engagements in synergy with Technical Presales and Account Executives. Create and present routine reports at various intervals and frequencies. Organise and maintain the CRM for consistent data hygiene. Design, deploy and optimise Campaigns to nurture leads Requiremen ts Minimum 1 year in a Sales roles or similar tech-sales role, with evidence of building … pipeline and booking qualified meetings. Clear, confident verbal and written communication; comfortable tailoring messages to technical and business audiences. CRM experience (any major platform); willingness to master Zoho CRM if not already familiar. A self-starter mindset and strong teamwork—able to work with globally distributed colleagues and support a scaling UK team (including occasional admin as needed). Ability More ❯

Change Readiness Manager/Business Change Manager Hybrid 6 months PAYE Opus are currently looking for a senior leader to support the successful delivery of a major Billing and CRM transformation. This role is key to ensuring the business is fully prepared for change, with a strong focus on contact centre operations. Key Responsibilities: Lead business readiness planning aligned to … project milestones Identify impacts across billing and CRM processes Engage stakeholders and drive change adoption Coordinate training and support for end users Manage go-live readiness and post-launch support Monitor risks and escalate readiness concerns Ideal Experience: Expertise in receiving tech into a business ideally a contact centre/customer service Proven experience in billing transformation Background in contact More ❯

Change Readiness Manager/Business Change Manager | Hybrid | 6 months | PAYE Opus are currently looking for a senior leader to support the successful delivery of a major Billing and CRM transformation. This will be 2 days a week in Exeter. This role is key to ensuring the business is fully prepared for change, with a strong focus on contact centre … operations. Key Responsibilities: • Lead business readiness planning aligned to project milestones • Identify impacts across billing and CRM processes • Engage stakeholders and drive change adoption • Coordinate training and support for end users • Manage go-live readiness and post-launch support • Monitor risks and escalate readiness concerns Ideal Experience: • Expertise in receiving tech into a business ideally a contact centre/customer More ❯

maintaining a consistent sales pipeline Engaging in consultative conversation with decision makers to understand any challenges they may be facing Working towards targets and KPI's Ensuring that the CRM system is consistently updated The Ideal Candidate: Motivation & Drive specifically to pursue a graduate career in Technology sales. Intelligence - as you'll be communicating with C-Level individuals and managing … be sniffing out opportunities and will need experience of demonstrating this previously. Coachable - you'll be someone that can take direction and is willing to learn! Organisation - updating the CRM system consistently will be a key part of your role, organisation and attention to detail is essential. We are shortlisting for the next intake so please click apply today More ❯