Prozessmanager digitale Vertriebsprozesse & CRM (m/w/d) DÄV/DÄF
Core
Optimizing digital sales processes and CRM systems to support independent advisors and improve customer orientation.
Role type
Process Manager, Digital Sales & CRM
Builds
Digital sales processes, Salesforce Financial Services Cloud configurations, and training programs for advisors.
Domain
Insurance / Digital Sales
Required skills
Process management, Salesforce Financial Services Cloud, data analysis, project management, training coordination, cross-functional collaboration
Preferred skills
Experience in financial services, knowledge of digital learning platforms, trend observation in digital sales
Technologies
Salesforce Financial Services Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Responsibilities
Support independent advisors in using digital tools and platforms; Develop and optimize digital sales processes and data flows; Analyze sales and process data to identify optimization opportunities; Coordinate training and workshops for advisors on digitalization and CRM usage; Act as a contact person for technical questions regarding digitalization in sales.
Seniority
Mid-level, hands-on IC