Operations Manager Sales & Support (m/f/d)
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Your tasks • Your profile • What we offer
You are the central body that ensures that Sales and Customer Success can work effectively by keeping track of leads, tasks and priorities and ensuring that nothing is lost and that the right topics are being promoted at the right time. In everyday life, you work closely with CRM systems such as HubSpot, control pipelines, prioritize tasks and bring structure into an environment that constantly changes and develops. You realize early where processes don't grab where leads are hanging or where chances remain unused, and make sure it's going better. You are not waiting for clear specifications, but you are going to work on topics independently, work quickly into complex products and processes and make it possible to keep an overview of many parallel topics and make clear decisions. Activities Your tasks Control and prioritization of leads and tasks across all relevant systems so that it is clear what happens next and nothing is lost Work with tools such as HubSpot, including care, structuring and active control of the pipeline Analysis of leads and processes to detect early where chances remain or do not intervene Identification and implementation of concrete process improvements in the everyday life of Sales and Customer Success Building and developing clear structures for cooperation between Sales, Customer Success and Partner Banks Ensuring quality in customer communication and campaigns through simple, working standards Documentation of processes, decisions and best practices in tools such as notion, so knowledge is accessible to all Close coordination with internal teams and gathering information across different interfaces Support for new initiatives, tests and operational setups to continuously improve our working methods
Must-haves: Confidence with financial products and experience in the financial or banking environment Experience in operations, coordination or a role in which you structure and control complex processes Safe handling of CRM systems and pipeline management, ideally with HubSpot Ability to clearly prioritize and consistently track tasks, even though many topics run parallel Structured and reliable operation, where you can also keep an overview in complex situations Proactive attitude in which you do not wait for tasks, but recognize yourself where there is a need for action Quick understanding and ability to work yourself into complex products and processes Nice-to-haves: Experience in QA, process documentation or the construction of clear work structures Experience in working with B2B customers or customer-oriented processes Basic understanding of credit products, insurance or similar topics Experience with outbound campaigns or structured lead management Experience in cooperation with external partners, ideally bank partners Comfort in handling unclear situations and changing conditions Team You are an essential part of our sales and customer success team and work closely with marketing, account management and our product team. .
Location
![]() | Instaffo GmbH | |
| 65760 Eschborn | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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