CRM & Funnel Manager (m/w/d) at Teaching Finance GmbH & Co. KG | Berlin, Saxony, DE | Rezi

CRM & Funnel Manager (m/w/d) at Teaching Finance GmbH & Co. KG

CRM & Funnel Manager (m/w/d)

Teaching Finance GmbH & Co. KG · Berlin, Saxony, DE

1 months ago

CRM & Funnel Manager (m/w/d)

Teaching Finance GmbH & Co. KG · Berlin, Saxony, DE

a month ago
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About the Role

You will be responsible for the end-to-end CRM architecture, ensuring clean data, smart automations, clear dashboards, and measurable revenue impact. Your goal is to increase sales speed, reduce process friction, and provide full transparency in numbers.

Responsibilities

  • Manage CRM: Structure Close, HubSpot & Pipedrive, including pipelines, stages, properties, lead routing, SLA rules, and data hygiene.
  • Implement Automation & AI: Create flows using Make/Zapier, webhooks, scoring, auto-tasks, and email/WhatsApp sequences.
  • Handle Integrations: Connect Typeform, ManyChat, Calendly, payment systems, ad platforms, and Airtable/Notion with bidirectional syncs and deduplicated data.
  • Develop Analytics & Dashboards: Build conversion funnels and dashboards in Excel/Sheets/Airtable, including alerts.
  • Optimize Processes: Collaborate with Sales/AM to identify bottlenecks, create SOPs and playbooks, and conduct A/B tests.
  • Provide Training & Support: Enable Sales/AM with short guides, Looms, and playbooks.
  • Conduct Customer Training on CRM (Close/HubSpot): Deliver practical workshops and short Loom guides on setup, best practices, KPI dashboards, and daily usage, including Q&A.
  • Build Funnels (OnePage/Elementor): Create landing pages/one-pagers, perform CRO tests, set up tracking, and manage handover to CRM.
  • Manage Google Workspace: Structure, permissions, automations (Sheets/Drive), and maintain a template library.

Requirements

  • Marketing-tech affinity and deep CRM knowledge (preferably Close, HubSpot is also welcome).
  • Proficiency in Make or Zapier (APIs, webhooks, error handling, versioning).
  • 3-5+ years of RevOps/CRM/Automation experience (ideally in coaching, finance, or real estate).
  • Strong Excel/Sheets skills (Pivot, Query, Regex, modeling) and dashboarding experience.
  • Experience with AI applications for workflow acceleration (e.g., auto-tags, notes, scoring).
  • Strong understanding of data hygiene: deduplication, mappings, schemas, naming conventions.
  • Ability to create structured documentation (SOPs, runbooks) and communicate clearly in German (C1+).
  • System thinker with a talent for clean documentation and the ability to speak the language of sales and marketing.
  • A 'builder' mentality: quickly create V1, measure, and iterate.

Skills

  • CRM Management (Close, HubSpot, Pipedrive)
  • Automation (Make, Zapier)
  • API Integration
  • Data Hygiene
  • Analytics & Dashboarding (Excel, Sheets, Airtable)
  • Process Optimization
  • Training & Support
  • Funnel Building (OnePage, Elementor)
  • Google Workspace
  • AI Applications
  • CRO Testing
  • UTM Attribution

Location

  • DACH region

Work Type

  • Full-time

Experience Level

  • 3-5+ years

About the Company

  • Teaching Socials is one of the fastest-growing consulting firms in the DACH region and the leading consultancy for personal brands in the finance and real estate sectors.
  • We combine reach, lead generation, and sales into one system – your playground is the CRM at its core.