CRM & Funnel Manager

Teaching Finance

CRM & Funnel Manager managing CRM processes and automations for Teaching Socials, a leading consultancy for personal brands in finance and real estate. Enhancing sales efficiency and data transparency.

Posted 7/8/2026full-timeRemote • 🇩🇪 GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in CRM Management, Automation, and Data Analytics, with a strong focus on optimizing processes and enhancing sales workflows. Proficient in using advanced tools and technologies to drive efficiency and support sales teams effectively.

Highest-signal resume keywords

CRM ManagementExpert in Make or ZapierAdvanced Excel/Sheets Skills3–5+ Years in RevOps/CRM/AutomationGerman Proficiency DE C1+

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM ManagementAutomationData AnalyticsProcess OptimizationSOP DocumentationA/B TestingData DeduplicationWebhooksEmail SequencesConversion Mapping

Soft Skills

Clear CommunicationTraining & Support

Tools & Technologies

CloseHubSpotPipedriveMakeZapierExcelAirtableNotionTypeformManyChat

Industry Keywords

RevOpsMarketing TechnologySales EnablementCoachingFinanceReal Estate

About the role

Key responsibilities & impact

CRM Management: Structure and maintain Close, HubSpot & Pipedrive — pipelines, stages, properties, lead routing, SLA rules, and data hygiene.
Automation & AI: Build flows with Make/Zapier, webhooks, scoring, automated tasks, and email/WhatsApp sequences.
Integrations: Typeform, ManyChat, Calendly, payment systems, ads platforms, Airtable/Notion — bidirectional syncs and de-duplicated records.
Analytics & Dashboards: Map conversion chains and build dashboards in Excel/Sheets/Airtable, including alerts.
Process Optimization: Work closely with Sales and Account Management to identify bottlenecks, create SOPs & playbooks, and run A/B tests.
Training & Support: Enable Sales/AM with short guides, Loom videos, and playbooks.

Requirements

What you’ll need

Strong marketing-technology affinity and deep CRM expertise (Close preferred; HubSpot also welcome).
Expert in Make or Zapier (APIs, webhooks, error handling, versioning).
3–5+ years in RevOps/CRM/automation (ideally in coaching, finance, or real estate).
Advanced Excel/Sheets skills (pivot tables, QUERY, regex, modeling) and dashboarding experience.
Experience using AI to accelerate workflows (e.g., auto-tags, automated notes, scoring).
Data-first mindset: deduplication, mappings, schemas, naming conventions.
Structured documentation (SOPs, runbooks) and clear communication; German proficiency DE C1+.

Benefits

Comp & perks

Professional development
Client CRM trainings (Close/HubSpot)
Training and support for Sales/Account Management