CRM Strategy and Salesforce Excellence Director

4 days ago


Doncaster, Doncaster, United Kingdom Close Brothers Group Full time

Closed Brothers Group is a leading provider of financial services to small businesses and individuals. We are seeking a highly skilled CRM Strategy and Salesforce Excellence Director to drive commercial growth and excellence across our organisation.

About the Role

You will lead the development and execution of a robust Salesforce-CRM strategy aligned with our business vision and future models. As a key member of our team, you will champion Salesforce best practices, maximise sales effectiveness, and accelerate commercial outcomes.

Key Responsibilities:
  • Develop reporting frameworks to assess the ROI of Salesforce integrations.
  • Perform Salesforce administrative tasks, such as managing calculations, dashboards, and data integrity.
  • Ensure overall system governance and data management, providing design and testing input.
  • Write user stories & participate in key Agile ceremonies.

Requirements:

  • Proven experience in leading sales CRM strategies in sales-driven organisations.
  • Strong knowledge of leveraging sales intelligence for strategic initiatives.
  • Experience supporting and coaching teams in Salesforce skills and best practices.
  • Proficient in data interpretation and visualisation.
  • Excellent organisational and planning abilities.

What We Offer:

  • A competitive salary of £60,000-£80,000 per annum, depending on experience.
  • A dynamic work environment with flexible options to balance work and life.
  • Ongoing professional development and training opportunities.


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