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 Premium 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.
This individual will need to travel between our Wimbledon and Doncaster offices.
Responsibilities
Sales Effectiveness Analysis:
Continuous Improvement & Platform Excellence:
Salesforce Business Administration:
Championing Salesforce Adoption:
WE WOULD LOVE TO HEAR FROM YOU IF:
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU WOULD LIKE TO:
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
To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541
To find out more about our benefits:
https://www.closebrothers.com/employee-benefits
To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
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