CRM Executive (Salesforce)

at  Close Brothers Group

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We are seeking a proactive CRM Executive (Salesforce) to join our Close Brothers Motor Finance team. This critical role will drive Salesforce initiatives that maximise sales effectiveness and accelerate commercial outcomes. Positioned within our dynamic Partner Engagement Value Stream, you will collaborate across Sales, Marketing, and the broader business to achieve key commercial goals. Your expertise will champion Salesforce best practices, ensuring continuous improvement and deliver tangible value for the business.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• Proven experience leading and implementing sales CRM strategies in a sales-driven organization.
• Strong knowledge of leveraging sales intelligence to inform strategic initiatives.
• Experience supporting and coaching teams in Salesforce skills and best practices.
• Proficient in data interpretation and visualization (any experience with CRM Analytics a bonus)
• Excellent organizational and planning abilities.
• Effective communication skills, with the ability to engage a wide range of stakeholders.
  Join us and be part of a team that values innovation, collaboration, and continuous improvement. If you’re ready to elevate sales performance through Salesforce excellence, we’d love to hear from you.
  We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.

ABOUT US

For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

Championing Salesforce Adoption:

• Support the Value Stream in executing the Retail CRM vision and strategy, aligning with future business models.
• Be a key contributor to the Salesforce-CRM roadmap and evangelise for its capability and broad benefit
• Drive platform adoption and engagement through tailored training programs for sales teams, including onboarding, refreshers, and upskilling on new features/functions/integrations
• Establish and maintain best practice processes, maximizing the commercial impact and ROI

Sales Effectiveness Analysis:

• Track and optimise the sales cycle, ensuring robust forecasting, pipeline management, and commercial growth.
• Deliver data-driven insights on Salesforce adoption, process efficiency, and system utilisation to sales leadership and business forums.
• Develop reporting frameworks to assess the ROI of Salesforce integrations.

Continuous Improvement & Platform Excellence:

• Lead a network of Salesforce champions, fostering continuous improvement and innovation.
• Act as the Salesforce (Sales Cloud) Subject Matter Expert (SME), offering solutions for business challenges and enhancing the CRM backlog with best practice recommendations.
• Write user stories & participate in key Agile ceremonies (Backlog Refinement, Sprint Planning, Retro’s). Collaborate with the Squad (PO, Business Analysis, Dev, Test) ensuring that all system changes/updates are purpose-driven and effective.
• Communicate progress and change initiatives clearly to a broad range of stakeholders.

Salesforce Business Administration:

• Perform Salesforce administrative tasks as needed, such as managing calculations, dashboards, and data integrity.
• Develop and oversee reporting tools and dashboards within Salesforce, contributing to external business insights.
• Ensure overall system governance and data management, providing design and testing input