Sales Operations & Support Specialist (m/w/d) im Bereich Digital Banking at CREALOGIX

CREALOGIX

Stuttgart, Baden-Wurttemberg, de·6d ago

Entry LevelFull-time

Salary Range

$25,288 - $34,213 /year

Estimated

This salary is estimated based on similar roles. The actual salary may vary.

About the Role

We are looking for a CRM & Sales Operations Specialist to manage our CRM system and support sales processes. This role involves maintaining data quality and creating documentation to enhance sales efficiency.

Key Responsibilities

→Administration and maintenance of our CRM system (HubSpot): user management, roles, fields, lists
→Creation and maintenance of sales playbooks and documentation
→Data cleaning and quality assurance (GDPR-compliant)
→Maintenance of forecast stages, deal data, stakeholder mapping, close dates
→Setting up and maintaining reports and dashboards (e.g., pipeline, win rates, stage movement)
→Support with forecast checks and data analyses
→Structuring and maintenance of sales documentation and templates in SharePoint
→Communication with the sales team regarding CRM topics and enablement measures
→Sales Support
→Support in creating quotes
→Collaboration with Legal, Finance, and Compliance in contract processing
→Coordination of internal alignments in the quote process
→Maintenance of customer data and creation of sales materials
→Preparation of meetings, follow-ups, and task tracking
→Support with events and trade shows

Requirements

✓Experience with CRM systems, preferably HubSpot
✓Strong understanding of data quality and GDPR compliance
✓Proficiency in creating reports and dashboards
✓Excellent communication and organizational skills
✓Experience with SharePoint and sales documentation

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About CREALOGIX

CREALOGIX is a global technology company specializing in digital transformation solutions for the financial services industry. Headquartered in Switzerland, the company has established itself as a trusted partner for banks, asset managers, and insurance providers seeking innovative technology to streamline operations and enhance customer experiences. With a presence in over 20 countries, CREALOGIX combines deep industry expertise with cutting-edge technology to address the complex challenges faced by financial institutions in an increasingly digital world. The company offers a comprehensive suite of products and services, including core banking systems, digital banking platforms, and regulatory technology solutions. Its flagship offerings, such as the CREALOGIX One platform, provide modular, scalable, and cloud-native solutions that enable clients to modernize their infrastructure while maintaining compliance and security. CREALOGIX caters primarily to mid-sized to large financial institutions that require robust, flexible, and future-ready technology to adapt to evolving market demands. Key features of its solutions include real-time processing, AI-driven analytics, and seamless integration capabilities. CREALOGIX has achieved significant recognition in the financial technology sector, including multiple awards for its innovative solutions and customer-centric approach. The company differentiates itself through its deep understanding of the financial industry’s regulatory and operational complexities, offering tailored solutions that balance technological advancement with practical usability. By leveraging its global footprint and collaborative partnerships, CREALOGIX continues to position itself as a leader in driving digital transformation within the financial services landscape.