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SalesforceCRMManager
Followingstrongorganicgrowthweareonthelookoutforbrightindividualstojoinourteam;individualswhoaresmart,motivatedandwanttodeliverexcellenceinfundandcorporateservices.
Sinceourinceptionin2001wehaveplacedastrongemphasisonthepersonalandprofessionaldevelopmentofouremployees,providinganopportunityforindividualstotrulyprogressandshine.Thisinvestmentinthepeoplebehindourserviceshaspaidoffandweareproudtohavemaintainedanindustry-leadingemployeeretentionrateforovertenyears.
Tofindoutmoreorapply,visitaztecgroup.co.uk/careers,email
careers@aztecgroup.co.uk
orcalluson+44(0)1534834456.
SalesforceCRMManager
ReportstoSeniorCXManager(dottedlinetoHeadofBusinessDevelopment)
TheroleoftheSalesforceCRMManageristomanageanddevelopourSalesforceCRMplatformtoenhanceourbusinessdevelopmentandmarketingoperations,manageexistingclientrelationshipsandsupportnewclientswinsinlinewithourbusinessstrategy.WeseethisroleasanintegralpartofdevelopingourCRMjourney,supportingusfromtheearlystageswherewearepresently,tobeingafullyintegratedplatformwithinourbusiness.
Youwillbefocusedonmanagingandimprovingdataqualityandanalysisinordertoprovideaccuratereporting,achieveeffectivetargeting,cross-sellinganddirectmarketingactivity.Youwillbeproactiveinprovidingrealtimereportingsowecanmakeinformeddecisionsanddriveimprovementstomarketing,businessdevelopmentandclientmanagementactivitiesandprocesses.
Youwillbeinstrumentalinpromotingtheuseofthesystemwithinternalstakeholders.TrainingandsupportingthebusinesstousetheCRMsystemwillbeakeypartofthisroletoensureitisintegratedintoourdaytodayoperationsandisthesourceoftruthforprospectandclientdata.YouwillalsowillleadonCRMprojectstosupporttheongoingdevelopmentofourCRMstrategy,thismayincludedataandprocessimprovementprojects,systemintegrationprojectsortheimplementationofthirdpartysystemstoenhanceourCRMcapabilities.
Keyresponsibilities:
+ Managepipelinedatatoensureitisaccurateandrelevantthroughregularreportingchecksandanalysis,updatedataasrelevant.Inputnewrecordsandmaintainingexistingrecords
+ Overseecleansingofcontactdataandundertakedatauploadactivities,ensuredataiscorrectlystructuredandaccuratewithinthesystem
+ ProduceregularreportingfortheBusinessDevelopment,MarketingandclientteamsandSeniorManagement,deliveringself-servicereportingwhereappropriate
+ Bethego-toCRMpersonwithinthebusiness,trainingcolleaguestouseourCRMsystemeffectively,ensuringtheyarecorrectlyenteringdataintotheCRM
+ManageuserguidesandprocessestosupporttheeffectiveuseofourCRMsystem
+ Managesystemlicenceallocations,accessandpermissions.Monitoringuserusageandlicencecostsagainstbudget.
+ Ensurethedatabaseissegmentedeffectivelyfortargetedbusinessdevelopmentandmarketingactivities
+Manageanddevelopourdataqualityframeworktoimproveourdataaccuracy
+ LeadorbeanactivememberonCRMintegration,migrationandautomationprojectstoenhanceourCRMcapability
+WorkwiththeITteam,othersystemownersandthirdpartyconsultantstoensuretheoptimalflowofinformationandcontentbetweensystems
+Workwithkeystakeholdersinthebusinesstoharmoniseprocesses,systems,waysofworkingandCRMinputstofacilitatemaximumvaluefromCRMandassociatedreporting.ThisincludestheBusinessDevelopment,Marketing,clientfacingandFinanceteams
Skills,knowledge,expertise:
+AnexperiencedCRMManagerwhohaspreviouslyworkedforafinancialservicesorprofessionalservicesbusinesses
+ExperienceduserofaleadingCRMsystem,ideallySalesforceandrelatedsoftwaresuchasPardot.
WithagoodunderstandingofhoweffectiveuseofaCRMsystemcansupportbusinessgrowth.
+Experienceoranawarenessofotherthirdpartyplatformsthatwillsupportwithleadgeneration,relationshipintelligence,CRMdataautomationandcustomerinsights.
+AtrackrecordinoverseeingCRMrelatedintegrations,migrationsandautomations
+Attentiontodetail,withanabilitytoworkwithlargeamountsofrecords,identifyingissuesandresolutionstomanagethedataintegrity
+Wellorganisedandeffectivetimemanagementskillstoprioritiseandmanagemultipletasksatoncetomeettightdeadlines.Projectmanagementexperiencewouldbeadvantageous.
+Excellentinterpersonalandcommunicationskills(writtenandverbal)withtheabilitytoworkcloselyandeffectivelywithadiversegroupofpeopleandtoestablishandmaintaineffectiveandproductiveworkingrelationships
+Competenciesinteamdynamicsbyleadingandmotivatingtoobtaindesiredresults
+AhighlevelunderstandingofdataregulationsuchasGDPR
Wewillprovidethetraining,bothin-houseforrelevan
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