10 of 10 CRM Jobs in Worcestershire

sales Key Performance Indicators (KPI s) as specified by the Sales Manager. Achieve sales goals and targets set. Maintain and update accurate data fields and dialogue reports in the CRM database and other sales systems. Produce accurate quotes for customers. Demonstrate correct usage of pricing and discount models at all times. Accurately complete forms and documents to update other individuals More ❯

Responsibilities Act as the first point of contact for customer queries, providing quick fixes where possible or escalating to the appropriate Technical teams Log and manage tickets in the CRM system Handle all email enquiries promptly and professionally Process and input customer orders accurately Schedule and book engineers for installations and maintenance Maintain clear communication with customers What We’re More ❯

the professional services industry. Strong communication and interpersonal skills to effectively engage with clients. Ability to identify opportunities and develop tailored strategies to meet client needs. Proficiency in using CRM systems and other relevant software tools. Excellent organisational skills and attention to detail. A proactive approach to achieving targets and driving business growth. Knowledge of the Droitwich area and its More ❯

legal admin* Strong attention to detail* Good understanding of SaaS commercial structure (ARR, renewals, expansions and discounts) * Comfort with contract language, standard clauses and commercial terms * Competent in HubSpot CRM (or similar)* Highly numerate, able to calculate commissions with precision* Strong Excel/Google Sheets skills * Ability to communicate clearly with sales, CSM, marketing and financeSales Enablement Manager/Birmingham More ❯

meetings with partners and colleagues Collaborating with the marketing team to refine communication strategies that effectively convey the value proposition and core values. Maintaining accurate client information within the CRM database. Recording call details and sales information for future reference. Experience: Proven track record in telesales or similar sales roles. Exceptional verbal and written communication skills. Ability to quickly grasp More ❯

management . Strong vendor and partner coordination experience - ideally with Pershing or Nexus . Ability to hit the ground running in a fast-moving programme environment. Desirable Experience of CRM and investment platform integration, ideally including Iress Xplan . For your application to be considered, you must have full rights to work in the UK and Applicants must have no More ❯

visibility. Focus on FM, electrical contractors, TV and film, rail. Customers who value service and pay accordingly. Execute disciplined follow-up. Every call, every enquiry, every quote. Maintain the CRM so leadership has accurate data to inform pricing, capex, and fleet decisions. Position engineered solutions, not kit lists. Customers should contact you because they trust you to solve their power More ❯

to contribute to organisational expansion while working in a collaborative environment. The ideal applicant will possess excellent communication skills and a keen understanding of sales processes, with experience in CRM software such as Salesforce being highly desirable. Duties Identify, approach, and win new B2B clients in the luxury sector (electronics, beauty, fragrance, spirits and premium retail) Develop and maintain a … of trends in eco-conscious design Exceptional communication, presentation, and negotiation skills Self-starter with an entrepreneurial spirit and a passion for premium design and innovation Experience working with CRM tools and managing sales pipelines Hours and Pay: Monday - Friday. 9am - 5:30pm. Hybrid work available. Between 40,000 - 60,000 depending on experience. INDWOR More ❯

with key decision-makers Position a range of consultative training and professional services solutions Work collaboratively with Marketing and internal teams to drive opportunity Maintain accurate records in the CRM and produce clear, professional proposals Ensure exceptional customer experience and retention through strong communication Must Haves Minimum 3 years proven success in B2B business development or sales Experience working within … English and Maths (minimum) Nice to Haves 5+ years B2B experience in a client-facing or new business role Experience within training, professional services, or consultancy Previous exposure to CRM systems and sales reporting Understanding of marketing collaboration and lead generation activity A natural networker with an existing contact base in relevant sectors Further education, certifications, or sales training qualifications More ❯

being implemented within a UK Wealth Management environment. You will work across business and operational teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams. Map as-is and to-be processes, identifying impacts and … support solution design. Contribute to testing, training and business readiness activities. Skills & Experience Required Wealth Management experience is essential , including adviser workflows, operations or investment administration. Proven experience in CRM or platform integration/implementation projects. Strong process mapping (BPMN or equivalent) and requirements documentation capability. Excellent stakeholder communication and structured analytical approach. Desirable Experience with Pershing/Nexus platforms. More ❯