Simpli.bot

Sales

• You proactively reach out to prospective customers, introduce simpli immo, and immediately generate interest in the product.
• You engage leads in conversation, identify their needs, and ensure qualified appointments are scheduled.
• You take ownership of your leads, actively follow them up, and systematically build a stable sales pipeline.
• You track and monitor your KPIs daily — e.g., call metrics, lead quality, conversion rates, appointment rate, etc.
• You document all activities, maintain lead status, activities, and the pipeline cleanly in the CRM, and use data to make better decisions.
• You will grow step by step into a full‑stack sales professional: from cold outreach to handling inbound leads through to confidently closing deals.
• You conduct qualified advisory and sales conversations and guide customers from the initial needs assessment to the final deal.

Trainee Sales Manager

Customer Success Manager

• You support real estate agents in integrating our software seamlessly into their daily workflows and are the face they associate with simpli immo.
• Onboarding: You guide new customers after technical setup and ensure they actively and successfully use our software.
• Relationship Management: You proactively maintain customer contact and build long-term, trust-based relationships.
• Customer Feedback & Product Development: You collect valuable feedback and work closely with our product team to make simpli immo even better!
• Support & Solution Finding: You ensure your customers are optimally supported, identify challenges, and work with our tech team to find the best solution.
• Strategic Consulting: You regularly run review calls, analyze software usage, and provide strategic recommendations to your customers.
• Success Measurement: You monitor your customers' key metrics (e.g., activity level, NPS, ROI) and proactively initiate measures when needed.

Onboarding Specialist

• Onboarding & customer guidance: You are the primary point of contact for new customers and guide them through the onboarding process — from kick-off to go-live.
• Relationship building & proactive support: You build a trusting relationship with customers, maintain regular contact, and ensure they use our solution successfully and achieve quick results.
• Understanding requirements & advising: You analyze customers' processes, systems and goals together with them and translate these into sensible technical setups and recommendations.
• Technical configuration: You set up integrations (APIs, webhooks, automations), create workflows, assist with data mapping, and ensure everything runs smoothly from a technical perspective.
• Troubleshooting & quality assurance: You identify technical challenges early, test integrations, and independently find solutions.

Customer Onboarding Manager – Technical

• Delight our customers: You are THE face to the customer and pivotal to their success. You ensure every customer realizes the full potential of our software.
• Customer onboarding & activation: You accompany new customers after the technical setup and ensure they actively and successfully use our software.
• Relationship management: You are the primary contact for your customer portfolio, proactively maintain contact, and build long-term, trusting relationships.
• Strategic consulting: You conduct regular review calls, analyze software usage, and provide strategic recommendations to maximize your customers' success.
• Support & problem solving: You ensure your customers are optimally supported, answer questions, identify challenges, and work with our tech team to find the best solution.
• Customer feedback & product development: You collect valuable feedback and work closely with our product team to make simpli immo even better!
• Success measurement: You monitor your customers' key metrics (e.g., activity levels, NPS, ROI) and proactively initiate measures when necessary.

Trainee Customer Success Manager

Solutions Engineer

• First point of contact for new customers: You guide them through the entire onboarding process in a structured way and ensure a smooth start with our solution.
• Analyze customer requirements and their existing system landscape (e.g., CRM, email tools, automations).
• Technical setup and configuration of integrations — from webhooks and API connections to automations.
• Implementation of workflows, triggers, and routing.
• Assist with data import and mapping (leads, contacts, accounts).
• Document your steps in SOPs, checklists, and internal knowledge bases.
• Quality assurance: test, troubleshoot, and optimize ongoing integrations.
• Actively contribute to and improve the onboarding process.

Technical Onboarding Specialist, Customer Success

• First point of contact for new clients: You will guide them through the entire onboarding process in a structured way and ensure a smooth start with our solution.
• Analyze customer requirements and their existing system landscape (e.g., CRM, email tools, automations).
• Technical setup and configuration of integrations — from webhooks and API connections to automations.
• Implement workflows, triggers, and routing/forwarding.
• Support with data import and mapping (leads, contacts, accounts).
• Document your work in SOPs, checklists, and internal knowledge bases.
• Quality assurance: testing, troubleshooting, and optimizing ongoing integrations.
• Actively contribute to and evolve the onboarding process.

Technical Onboarding Specialist

• Erste:r Ansprechpartner:in für Neukund:innen: Du begleitest sie von der Kick-off-Session bis zum Go-Live und sorgst dafür, dass sie sich jederzeit abgeholt fühlen.
• Aufnahme und Verständnis der Kundenanforderungen sowie ihrer bestehenden Systemlandschaft (CRM, E-Mail, Tools)
• Technische Einrichtung und Konfiguration von Schnittstellen – von Webhooks über API-Verbindungen bis hin zu Automatisierungen etc.
• Einrichtung von E-Mail-Weiterleitungen, automatischen Triggern, Workflows
• Unterstützung beim Import und Mapping von Daten (Leads, Kontakte etc.)
• Dokumentation deiner Schritte in Checklisten, SOPs und Wissensdatenbanken
• Enge Zusammenarbeit innerhalb des Customer Success Teams, Support und Entwicklung
• Qualitätssicherung durch Testen der Integrationen, Troubleshooten und Optimierungen
• Aktive Mitgestaltung und Verbesserung des gesamten Onboarding-Prozesses