Sales CRM Manager

Job description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom. Your Team: The Sales CRM Manager sits within the Sales Performance Team in the broader Sales Strategy and Adviser Services team in Distribution. The Sales Performance team sits at the intersection of data, technology, and commercial strategy – providing the insights, CRM enablement, and decision support that help Distribution leaders and sales teams focus on what matters and grow with confidence. This role reports to the Director, Sales Performance and liaises with sales leaders and their teams from the Platforms and Investments teams as well as other key stakeholders across the business. Your Responsibilities: Identify and implement improvements across the platform stack — including Dynamics 365, Power BI, Power Automate, and Microsoft 365 —...