CRM Manager - Grafton Recruitment : Job Details

Grafton Recruitment are recruiting a CRM Manager for a leading heat network energy supplier in the Greater Bradford area.

Our client is a leading provider of end-to-end heat network solutions, with a nation-wide presence, over 40 years of experience in reducing carbon emissions and 200+ employees. Their client base includes local authorities, housing associations and private developers. Helping to optimise energy efficiency, manage renewable energy, and focus on well performing schemes, whilst minimising costs to the resident.

They are looking for an CRM Manager, collaborating closely with Sales, Client Account Management, Marketing, and Finance, ensuring the CRM system supports strategic growth. The role is ideal for a strategic thinker with a strong background in CRM marketing, customer lifecycle management, and data-driven decision-making.

Key Responsibilities:

Strategic CRM Development

• Conduct a comprehensive audit of the current CRM system to identify gaps and recommend improvements.
• Design and implement CRM strategies to enhance customer acquisition, retention, and growth.
• Increase product/service conversion rates by 10%.
• Reduce lead time from quote to order.
• Improve forecasting accuracy for order placement.

CRM Expansion & Advocacy

• Extend CRM functionality to support the full client lifecycle.
• Act as a CRM ambassador-educating teams, promoting best practices, and driving adoption.
• Implement a client-facing ticketing system using CRM case management workflows.

Collaboration & Data Excellence

• Partner with cross-functional teams to optimise customer experience.
• Review CRM structure and data inputs to meet stakeholder needs.
• Establish and maintain high standards for data quality and reporting.

Process & Reporting

• Lead process improvement initiatives with input from all CRM user groups.
• Analyse and document processes to maximise CRM value.
• Ensure documentation aligns with industry best practices.
• Develop reports to support business functions and provide actionable insights.
• Deliver best-in-class sales management reporting.

Vendor & System Management

• Manage user access, permissions, and training.
• Integrate external data sources (e.g., Hubspot, government data).
• Provide administrative support to the sales team.
• Maintain a strong relationship with the CRM vendor to leverage new features, including AI capabilities.

You:

• Minimum 5 years' experience in CRM marketing and customer lifecycle management.
• Proven success in CRM strategy, compliance, and campaign execution.
• Experience with Workbooks CRM (preferred).
• Strong attention to detail and ability to manage multiple tasks.
• Skilled in process mapping and stakeholder engagement.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office (Word, PowerPoint, Excel, Outlook).
• Fluent in English.
• Commercial sector experience (preferred).
• Comfortable using collaboration tools (e.g., Lucidchart, Microsoft Teams).

Salary Range - £35,000 - £50,000

Other benefits included

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