CRM Strategy and Salesforce Excellence Director
4 days ago
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 RoleYou 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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