CRM Sales and Onboarding Specialist in Southampton

Job Title: CRM Sales and Onboarding Specialist

Location: Plymouth, UK (Hybrid options available)

Job Type: Full-Time

Salary: Competitive, based on experience

Reports to: Sales Manager / Head of Operations

About the Role

We are looking for a dynamic and customer-focused CRM Sales and Onboarding Specialist to join my client\’s team in Plymouth. This role is ideal for someone who thrives in a client-facing environment, has strong communication skills, and is passionate about helping businesses get the most from CRM solutions.

Youllbe responsible for selling their CRM products/services targeted at the renewable energy sector to new clients and ensuring a smooth onboarding experience from first contact through to go-live. This is a dual role combining sales performance with technical and customer success responsibilities.

Key Responsibilities

• Sales & Business Development

• Identify, qualify, and close new business opportunities related to our CRM offering.

• Conduct product demonstrations and presentations to potential clients.

• Build and maintain a healthy pipeline of prospects using outbound and inbound strategies.

• Work closely with marketing to develop targeted campaigns and content.

• Meet or exceed monthly sales targets and KPIs.

• Client Onboarding & Support

• Serve as the main point of contact during the onboarding process.

• Configure and customize CRM systems to meet client needs.

• Provide onboarding training sessions (remote or in-person) to client teams.

• Gather and act on client feedback to improve onboarding processes.

• Liaise with the product/technical teams to resolve client queries.

Required Skills and Experience

• Proven experience in CRM sales, onboarding, account management, or a similar client-facing role.

• Familiarity with popular CRM platforms (e.g., HubSpot, Salesforce, Zoho, Pipedrive, etc.).

• Excellent communication and interpersonal skills.

• Strong organisational skills with the ability to manage multiple clients simultaneously.

• Ability to explain technical concepts clearly to non-technical users.

• Confident using video conferencing, CRM tools, and productivity software.

Desirable

• Experience working with SMEs and startups.

• Understanding of digital marketing and sales funnels.

• Previous experience delivering CRM training or workshops.

• Technical aptitude or experience with CRM integrations.

To apply, please send your CV and a short cover letter outlining your experience and interest in the role.