***CRM & EXECUTIVE ASSISTANT***
We are delighted to be recruiting for a proactive and professional office-based CRM & Executive Assistant to become a key member of the team. This is a a varied role that combines CRM management with executive support within a well-established and growing consultancy in the heart of Farnham.
Salary – £33,750 +parking Allowance 20 days holiday + bank holidays
This is a diverse position where you’ll take ownership of the company’s CRM system, ensuring data accuracy and supporting sales activity, while also acting as a trusted Executive Assistant to the CEO. It’s an excellent opportunity for someone who enjoys variety, thrives on organisation, and takes pride in improving systems and processes.
Key responsibilities for the CRM & Executive Assistant include,
CRM Management
- Maintain, update and cleanse the CRM database, ensuring data accuracy and integrity
- Qualify and upload new business leads, creating relevant tasks and workflows
- Identify opportunities to improve CRM processes and efficiency
- Enrich data to enhance the quality of customer records
- Produce regular reports and management information
- Manage data imports and exports
- Track and report on sales and business development activity
- Analyse call activity and CRM performance data
- Support the telemarketing team with CRM and data requests
- Troubleshoot CRM and software-related issues
Executive Assistant Support
- Provide comprehensive administrative support to the CEO
- Coordinate diaries, meetings and appointments
- Arrange UK and international travel, including flights, accommodation and itineraries
- Assist with general business administration and organisational tasks
- Organise company social events and team activities
We’re looking for someone who is highly organised, solutions-focused and enjoys working across multiple priorities. You’ll be proactive, confident in managing your own workload and comfortable supporting senior leadership.
The ideal CRM & Executive Assistant will have,
- Previous experience in a CRM-focused role
- Strong Microsoft Office skills, particularly Excel, Outlook and Word
- Experience using HubSpot (highly desirable)
- Excellent organisational and multitasking abilities
- Strong analytical and problem-solving skills
- A commercial mindset with an understanding of sales processes
- Outstanding attention to detail and accuracy
- A proactive, confident approach with the ability to work independently
- Experience within commercial property or real estate would be advantageous, but is by no means essential
Hours Hrs 830am-5pm Mon-Fri
If you’re looking for a role where you can utilise your organisational skills, take ownership of key business systems, and play an integral part in a growing business, we’d like to hear from you.