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CRM and New Client Coordinator

  • Location: Bath
  • Salary: £26,000 to £30,000
  • Type: Permanent
  • Posted: 164 days ago
  • Company: Red Recruitment

CRM and New Client Coordinator - Central Bath - Immediate Start

One of our highly successful, well established clients based in central Bath is seeking a CRM and New Client Coordinator to join their team on a full time basis. Supporting the Commercial Manager, the main purpose of the CRM and New Client Coordinator role is to efficiently and accurately handle a large amount of data and provide a highly professional and effective service throughout the Potential New Client Process.

Key Responsibilities for the CRM and New Client Coordinator:

  • Ensuring that the Potential New Client Process is applied consistently
  • Taking incoming potential new client calls and obtaining relevant information from the client
  • Arranging meetings
  • Updating the CRM database with notes from meetings or calls
  • Conducting conflict and credit checks
  • Preparing and finalising engagement letters
  • Administrating the conversion of new clients to clients
  • Identifying opportunities to improve the process, and ensuring they are implemented
  • Maintaining accurate data within the CRM database
  • This will require an efficient, accurate and consistent approach to handling a large amount of data
  • Assisting the Commercial department with marketing activities as required

Key Skills for the CRM and New Client Coordinator:

  • Experience working within marketing
  • Experience in handling new client enquiries
  • Experience with a CRM platform
  • Strong verbal as well as written communication skills
  • Good overall IT skills
  • A good eye for detail
  • A consistent, reliable, and flexible manner

If you have previous experience working in an environment which requires exceptional attention to detail and are confident in handling CRM software, this could be the role for you - send your CV in to Red Recruitment today!

Job Title: CRM and New Client Coordinator

Location: Central Bath

Salary: Competitive

Contract Type: Permanent

Start: ASAP