CRM Executive VA2955 North East

We are looking for a CRM Executive to join our Sales & Marketing team and play an important role in the day-to-day management and development of our CRM system, Salesforce, while helping us use data and market intelligence to identify and develop new business opportunities.

The role will combine CRM administration and development with market intelligence, prospect research, data analysis and AI. You will help us get greater value from Salesforce while building a detailed understanding of the organisations we want to work with - who the key decision-makers are, what is happening within their businesses and when there may be an opportunity for Anabas to engage.

You will work closely with our Business Development and Marketing teams to turn data and market information into useful commercial intelligence, while helping us get greater value from Salesforce and the growing range of AI and automation tools available to us.

This is a varied role that would suit someone who enjoys technology, research and problem-solving and wants to develop their skills in an increasingly important area of sales and marketing.

Working Monday to Friday 40 Hours a week we are offering a salary of between£36,000 and 40,000 dependant on experience.

This is a Hybrid role with a weekly requirement to attend the Anabas Business support centre when requested.

Key Responsibilities

• Manage the day-to-day administration and maintenance of Salesforce, ensuring data is accurate, structured and kept up to date.
• Create and develop reports, dashboards, account views and other tools that give the team clear visibility of prospects, opportunities and pipeline activity.
• Support the ongoing development of Salesforce, identifying ways we can improve processes, workflows and the overall user experience.
• Support Sales and Marketing colleagues with Salesforce queries and help encourage consistent use of the system.
• Work with external partners and internal teams on Salesforce integrations and improvements.
• Help ensure Salesforce becomes a valuable source of commercial intelligence as well as an accurate record of sales activity.

Market & Prospect Intelligence

• Research and identify organisations that match Anabas' target customer profile and growth strategy.
• Build detailed intelligence on priority prospects, including company information, locations, property portfolios, workplace footprint, existing FM arrangements and incumbent suppliers.
• Identify and map key decision-makers, influencers and wider buying groups within target organisations.
• Monitor market signals that could indicate a future opportunity, including office moves, lease events, contract changes, senior appointments, workplace transformation and procurement activity.
• Research potential contract renewal dates and maintain future opportunities within Salesforce.
• Track previous opportunities and lost bids to ensure we re-engage with organisations at the right time.
• Turn research into clear, actionable information that helps the Business Development team prioritise where to focus its time.

AI, Data & Automation

• Explore how AI can be used to improve prospect research, market intelligence and business development activity.
• Use AI tools to accelerate research, analyse information and identify relevant commercial signals.
• Help develop automated processes for data enrichment, prospect monitoring and CRM updates.
• Explore how AI and Salesforce data can be used together to identify trends and potential opportunities.
• Keep up to date with developments in AI, CRM and sales intelligence technology and identify tools or approaches that could add value to Anabas.
• Support the testing and implementation of new technology across the Sales & Marketing function.
• Support the development and management of target account lists and prospect segments.
• Provide intelligence to support targeted business development and marketing campaigns.
• Analyse pipeline, wins, losses and prospect activity to identify trends and areas of opportunity.
• Produce regular reports and dashboards to support commercial decision-making.
• Help measure the effectiveness of sales, marketing and lead generation activity.
• Work closely with the wider Sales & Marketing team to ensure useful intelligence is captured within Salesforce and acted upon.

About You

We are looking for someone who is naturally curious, enjoys investigating and understanding businesses, and is comfortable working with technology and data.

You will be organised and analytical, but also commercially minded and able to look beyond the information itself and understand why it might be useful to the Sales & Marketing team.

You will ideally have:

• Experience administering Salesforce or another CRM platform, including data management, reporting and dashboards.
• Experience with CRM workflows, automation or integrations would be advantageous.
• Strong research and analytical skills.
• Confidence working with data, reports and Excel.
• An interest in AI, automation and emerging technology.
• Excellent attention to detail and organisational skills.
• Strong written and verbal communication skills.
• A proactive approach and willingness to explore new ideas and ways of working.

Benefits include:

• Employee Assistance Programme.
• Recognition and Reward scheme.
• Recommend a friend scheme.
• Company events.

Excited about this opportunity? Come and be part of our amazing team!

3-5 years’ experience in a similar role.

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