Dynamics crm Work, Jobs in Lisvane, Crf (with Salaries)

Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
11d
Senior Dynamics 365 CRM Developer
Tokio Marine HCC —Bridgend
- Full-time
- Azure
- Customer service
- DevOps
Client Services Associate/Business Partner
Mazuma GB Ltd —Bridgend
- Up to £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
10d
M&A Integration Administrator
Clifton Asset Management —Bristol
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Marketing Executive
Pure Vans Ltd —Newport
- £25,000 - £30,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Marketing
- Sick pay
Quick apply
Business Development Executive
EET —Cardiff
- £27,000 - £28,000 a year
- Full-time
- Annual leave
Quick apply
Dynamics Developer
Intellectual Property Office —Newport
- £36,736 - £45,156 a year
- Part-time
- Hybrid work
- Azure
- DevOps
- Presentation skills
- Annual leave
13d
Customer Care Administrator
Vertu Motors —Newport
- £25,539.00 - £27,539.06 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
13d
Senior Dynamics Developer
Intellectual Property Office —Newport
- £47,766 - £58,575 a year
- Part-time
- Hybrid work
- Azure
- DevOps
- Presentation skills
- Annual leave
Business Development Coordinator
Siderise Insulation —Maesteg
- From £26,500 a year
- Full-time
- CRM software
- Customer service
- Computer literacy
- Free parking
- Health & wellbeing programme
Quick apply
5d
Territory Manager
IQVIA —Cardiff
- Full-time
- Presentation skills
- No degree
Credit Controller
Sonovate —Cardiff
- £27,900 - £28,000 a year
- Full-time
- Hybrid work
- QuickBooks
- Employee assistance programme
Quick apply
3d
Sales Office Administrator
RECOVERY ROLLERS LTD —Ponthir
- £24,420 - £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
11d
Regional Growth Lead, EMEA
Idwal —Cardiff
- Full-time
- Hybrid work
- CRM software
- Sales
- Salesforce
- Health & wellbeing programme
- Work from home
Quick apply
10d
Office Adminstrator and Sales
IAS Solutions Ltd —Bristol
- £24,420 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Employee discount
Quick apply
2d
Power Platform Consultant - Contract
iCoTech Services —Cardiff
- £500 - £600 a day
- Remote
- CRM software
- Azure
- Project management
Quick apply
Account Manager, Coronary Therapies (South Wales, Bristol & surrounding areas)
Boston Scientific —Cardiff
- Travel
- Business
- Communication skills
Senior Executive, Marketing
AirAsia —Newport
- Part-time
- Marketing
- Project management
- Bachelor's degree
- Annual leave
Field Sales Representative
RadRegal Enterprises —Pencoed
- £24,420 - £32,059 a year
- Part-time
- Customer service
- English
- Microsoft Office
Quick apply
13d
Real Estate Agent
Betterhomes —Cardiff
- English
- Communication skills
- Life insurance
Quick apply

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dynamics crm jobs near lisvane, crf

Client Onboarding & New Business Team Leader

Howells Legal Limited -
Cardiff

Quick apply

Job details

Full-time
11 days ago

Benefits

Additional leave
Annual leave
Company pension
Discounted gym membership
Company events
Referral programme

Qualifications

Management
English
Analysis skills
IT
Leadership
Communication skills

Full job description

Overview:

At Howells, we combine a fresh and forward-thinking approach with a client-focused, local feel to deliver a range of award-winning, quality services.

We are seeking a dynamic, results-driven Team Leader to manage and motivate our Client Onboarding Team within the Residential Property department. In addition to leading the onboarding function, the role also encompasses oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions. This position plays a pivotal role in achieving the department’s sales targets, service standards, and operational KPIs.

The successful candidate will bring prior experience in a similar leadership role, demonstrate excellent sales acumen, and possess strong interpersonal and team motivation skills.

What you'll be responsible for:

Client Onboarding and Service Excellence:

Ensure seamless onboarding of clients into the conveyancing process, maintaining high standards of client service.
Maintain and improve onboarding procedures to enhance efficiency, client satisfaction and increase the number of instructions.
Monitor productivity levels and adjust workflows as necessary to meet business needs.
Support with file opening as needed to meet service level requirements.

Team Leadership:

Lead, coach, and inspire the Client Onboarding Team and New Business Associate to achieve their KPI’s.
Conduct regular 1:1s, team meetings, and performance reviews.
Foster a culture of accountability, continuous improvement, and high morale.

Reporting & Administration:

Reporting to Estate Agency Panels on a weekly and monthly basis to include:

Completion reporting
Estate Agency Invoice management
Policy reporting

Sales and Conversion:

Drive the quoting function to achieve and exceed conversion targets.
Monitor and analyse conversion data to identify trends and opportunities.
Provide coaching and support to the New Business Associate, to improve sales techniques and enquiry handling.
Support with providing quotes to prospective clients, as necessary for the achievement of targets.

Performance Management:

Set clear team and individual KPIs aligned with departmental objectives.
Track performance metrics and produce regular reports for senior management and leadership team.
Regularly monitor calls and provide feedback to team members.
Take proactive steps to develop talent and improve team performance.

Collaboration & Communication:

Liaise with other internal teams to ensure a smooth client onboarding journey.
Provide feedback to improve quoting tools, CRM / CSM systems, and sales materials.
Represent the team in departmental meetings and contribute to strategic planning.

Other:

Maintain high levels of client and company confidentiality.
Any other reasonable duties and responsibilities as directed by your line manager or Director.

What we're looking for:

Proven experience in a similar team leader / leadership role.
Experience within a legal or property services environment is desirable but not essential.
Excellent interpersonal, communication, and motivational skills.
Commercial awareness and a client-centric approach to service delivery.
Excellent persuasion skills.
Strong analytical skills and the ability to interpret performance data and metrics.
Ability to manage competing priorities and work in a fast-paced, target-driven environment.
Familiarity with CRM / CSM systems and onboarding tools is an advantage.
Excellent general IT skills, with the ability to quickly learn and adapt to new systems.
Strong level of literacy and numeracy.
Team player

What you'll receive:

Competitive Salary
Annual Leave: Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
Annual Leave Purchase Scheme: Option to buy up to 3 extra days of leave annually to support your work-life balance.
Gym Discounts: Access discounted memberships to help you stay active and healthy.
Growth & Development: We’re invested in your career with opportunities for learning and advancement.
Milestone Recognition: Celebrate your dedication with recognition and awards for key milestones.
Events: Take part in various networking, corporate, and charity events throughout the year.
Refer a Friend Scheme: Get rewarded for referring talented friends and connections to join the team.

Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on having a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.

Job Type: Full-time

Benefits:

Additional leave
Company events
Company pension

Ability to commute/relocate:

Cardiff CF24 0EL: reliably commute or plan to relocate before starting work (required)

Application question(s):

What are your salary expectations for this role? Please provide an annual range

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

dynamics crm jobs in lisvane, crf

Client Onboarding & New Business Team Leader

Senior Dynamics 365 CRM Developer

Client Services Associate/Business Partner

M&A Integration Administrator

Marketing Executive

Business Development Executive

Dynamics Developer

Customer Care Administrator

Senior Dynamics Developer

Business Development Coordinator

Territory Manager

Credit Controller

Sales Office Administrator

Regional Growth Lead, EMEA

Office Adminstrator and Sales

Power Platform Consultant - Contract

Account Manager, Coronary Therapies (South Wales, Bristol & surrounding areas)

Senior Executive, Marketing

Field Sales Representative

Real Estate Agent

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