Crm executive Work, Jobs in Allesley, Wmd (with Salaries)

Case Progression Officer/ Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
4d
Senior CRM Executive
Holland & Barrett —Nuneaton
- Full-time
- Hybrid work
- Analysis skills
- Employee discount
8d
Senior CRM Executive
Lounge —Solihull
- Hybrid work
- Microsoft Excel
- Data analysis skills
Sales & Media Executive
Angel Business Communications Limited —Coventry
- £28,000 - £32,000 a year
- Full-time
- Sales
- Salesforce
- Business development
- Free parking
- Health & wellbeing programme
Quick apply
Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
4d
High Growth Support Executive
WMGC —Coventry
- £28,500 a year
- Hybrid work
- CRM software
- Microsoft Office
- Communication skills
Internal Sales Support Executive
Emergency Group —Swadlincote
- £25,000 - £35,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Lead Generation Executive / Business Development Executive (BDE)
Pragmatic Consulting Ltd —Kenilworth
- £32,000 - £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Gym membership
Quick apply
Senior Marketing & Administration Executive
Angel Business Communications Limited —Coventry
- Up to £29,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
Strategic Account Management Lead
WMGC —Coventry
- £76,000 a year
- Hybrid work
- Leadership
- Employee discount
Event Sales Executive
Ashorne Hill Management College —Leamington Spa
- £26,000 - £30,000 a year
- Weekend availability
- Hospitality
- Sales
- Customer service
- Health & wellbeing programme
- Employee discount
Quick apply
5d
Corporate Partnerships Executive
The Myton Hospices —Warwick
- £32,221 a year
- Full-time
- Hybrid work
- Sales
- Business development
- IT
- Free parking
- Annual leave
Quick apply
Business Development Executive – Energy Consultancy
hireful —Coventry
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Negotiation
Quick apply
11d
High Growth Administration Assistant
WMGC —Coventry
- £25,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
New Business Sales Executive
Sovereign Exhibition & Events —Coventry
- From £26,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Free parking
Quick apply
3d
Digital Account Executive
Success Local —Rugby
- £26,000 - £31,000 a year
- Full-time
- Management
- Social media management
- Analysis skills
- Annual leave
Quick apply
4d
Import Export Executive
Gta transport Ltd —Leicester
- £24,420.00 - £41,988.23 a year
- Full-time
- Organisational skills
- In-person
- Negotiation
- Free parking
Quick apply
Marketing Executive
Zenzero Solutions —Coventry
- Hybrid work
- Organisational skills
- Communication skills
- Marketing
1d
Sales Support Coordinator
PWR Europe Ltd —Rugby
- Full-time
- CRM software
- Sales
- Microsoft Office
- Free parking
- Sick pay
Quick apply
8d
Internal Sales Coordinator
Macfarlane Group —Coventry
- £28,000 a year
- Full-time
- CRM software
- Sales
- Microsoft Office
- Annual leave
- Employee assistance programme

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crm executive jobs near allesley, wmd

Case Progression Officer/ Client service executive

Atwal Wealth Management
Solihull

Quick apply

Job details

Part-time | Full-time | Apprenticeship
£24,420 - £300,000 a year
4 days ago

Benefits

Free parking
On-site parking

Qualifications

Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills

Full job description

Overview

We are seeking a dedicated and detail-oriented Case Progression Officer / Client Service Executive to join our team. This role involves managing case workflows, providing exceptional customer service, and ensuring efficient progression of client cases through various stages. The ideal candidate will possess strong organisational skills, analysis capabilities, and a proactive approach to client engagement. This paid position offers an excellent opportunity to develop professional expertise within a dynamic environment.

Duties

Manage and monitor the progression of client cases, ensuring timely updates and resolution.
Act as the primary point of contact for clients, providing clear and professional communication throughout the case lifecycle.
Analyse case data to identify bottlenecks or issues, proposing solutions to improve efficiency.
Maintain accurate and organised records of all case-related correspondence and documentation.
Collaborate with internal teams to facilitate case progression and resolve any client concerns promptly.
Assist with administrative tasks such as scheduling appointments, preparing reports, and updating case management systems.
Provide feedback on process improvements to enhance overall client experience and operational effectiveness.

Requirements

Proven organisational skills with the ability to manage multiple cases simultaneously.
Strong analysis skills to interpret data and identify areas for improvement.
Excellent customer service abilities, with a professional and empathetic communication style.
Previous administrative experience is preferred but not essential; a keen attention to detail is necessary.
Ability to work independently as well as part of a team in a fast-paced environment.
Proficiency in relevant software applications such as MS Office Suite or specialised case management tools.
A proactive attitude with strong problem-solving capabilities.

This role provides an engaging environment for individuals eager to develop their career in client services and case management within a supportive organisation committed to professional growth.

Case Progression

Own a portfolio of client cases end-to-end
Track all outstanding actions across providers, clients, and internal teams
Proactively chase providers for updates and resolution
Identify and escalate blockers early
Ensure cases move steadily toward completion without delay

Client Communication

Provide timely updates to clients at key stages
Request outstanding documentation clearly and promptly
Ensure clients understand next steps and timeframes

Compliance Support

Ensure all required documentation is complete and accurate before submission
Support preparation of files for compliance review
Address compliance queries quickly and thoroughly

Internal Coordination

Liaise with advisers and administrators to ensure tasks are completed on time
Maintain accurate case status updates in CRM systems
Highlight risks or delays immediately

What Success Looks Like

Cases do not sit idle in the system
Providers are chased consistently and effectively
Clients receive timely updates without prompting
The Managing Director is not required to chase operational tasks
Increased number of cases completing each month
Reduced backlog and improved cashflow timing

About You

We are looking for someone who is:

Highly organised and persistent
Comfortable chasing people professionally and repeatedly
Naturally proactive rather than reactive
Calm under pressure
Detail-focused with strong follow-through
Comfortable working in a fast-paced environment where priorities shift

Pay: £24,420.00-£300,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

crm executive jobs in allesley, wmd

Case Progression Officer/ Client service executive

Senior CRM Executive

Senior CRM Executive

Sales & Media Executive

Case progression and Client service executive

High Growth Support Executive

Internal Sales Support Executive

Lead Generation Executive / Business Development Executive (BDE)

Senior Marketing & Administration Executive

Strategic Account Management Lead

Event Sales Executive

Corporate Partnerships Executive

Business Development Executive – Energy Consultancy

High Growth Administration Assistant

New Business Sales Executive

Digital Account Executive

Import Export Executive

Marketing Executive

Sales Support Coordinator

Internal Sales Coordinator

I want to receive the latest job alerts for crm executive in allesley, wmd

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