CREALOGIX

Customer Support

• CRM & Sales Operations administration and maintenance of our CRM system (HubSpot): user management, roles, fields, lists
• Creation and maintenance of sales playbooks and documentation
• Data cleansing 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 & data analysis
• Structuring and maintaining sales documentation and templates in SharePoint
• Communication with the sales team on CRM topics and enablement measures
• Support in the preparation of proposals
• Collaboration with Legal, Finance and Compliance on contract processing
• Coordination of internal alignments in the proposal process
• Maintenance of customer data and preparation of sales materials
• Preparation of meetings, follow-ups and tracking of tasks
• Support at events and trade fairs

Sales Operations & Support Specialist – Digital Banking