Sales Operations & CRM System Lead

IDEAL PERSONNEL; Milton Keynes; On-site; GBP 40,000 - 55,000; Full time

Job summary

A recruitment consultancy is seeking a Sales Operations & CRM System Lead in Milton Keynes. The role entails overseeing CRM management, ensuring data accuracy, and developing reporting dashboards with Power BI. Candidates should have a degree in Business Administration or related field, strong sales operations experience, and outstanding communication skills. This is a great opportunity to enhance sales productivity and efficiency.

Qualifications

• Experience in Sales Operations or similar roles is required.
• Proficiency in producing Power BI dashboards is essential.
• Strong communication and presentation skills are needed.

Responsibilities

• Oversee and maintain the CRM system across the company.
• Manage the development and maintenance of BI reporting.
• Provide training and support to sales teams on tools and processes.

Skills

Sales Operations

CRM management

Data analysis

Reporting

Communication skills

Education

Degree or HNC/D in Business Administration or related field

Tools

Power BI

CRM systems

Job description

Overview

Our client has a permanent vacancy for a Sales Operations & CRM System Lead; overseeing and optimising their CRM, providing valuable insights and analysis to help enhance the productivity and efficiency of their sales teams. You'll own and maintain data integrity and be responsible for mapping our sales processes.

Responsibilities

• CRM Management: Oversee and maintain, the development and utilisation of the CRM across the company. Ensuring data accuracy, correct coding, and usability.
• Reporting & Analytics: Managing the development and maintenance of BI reporting. Using this platform to provide insights to support decision-making.
• Forecasting & Budgeting: Managing sales forecasting and budgeting processes.
• Training and Support: Provide training and the supporting material to the sales teams on tools and processes.
• Performance Metrics: Using objectives and key results to measure effectiveness of sales operations initiatives.
• Management insights: provide insights on customer behaviour product sales gaps and pricing anomalies.

Requirements

• Degree or HNC/D in Business Administration, information management or related field.
• Experience in Sales Operations, Sales data analysis or similar.
• Experience with producing power BI data and reporting dashboards.
• Proficiency with CRM systems and sales analysis.
• Strong communication and presentation skills.
• Basic/ intermediate commercial understanding of business.
• Ability to work independently and manage time.

Desirable

• Other qualifications to support Information Systems or Data analysis
• Sugar CRM experience and data management including validation, data matching and quality control
• Positive attitude to take on different tasks.
• Show a will to succeed and make things happen.
• Be a willing part of a Team which has diverse responsibilities within the business

Submit your CV One of our Consultants will be pleased to contact you. Click here