Werkstudent Sales Operations & Analytik (m/w/d)
Core
Assist the sales team with administrative tasks, lead management, and process analysis for corporate customer financing.
Role type
Werkstudent Sales Operations & Analytics
Builds
Internal sales and credit processes, dashboards, and reports for the sales team and management.
Domain
Corporate customer financing / Financial services
Deliverable
dashboards & analysis
Required skills
Data analysis, Excel, MS Office, CRM management, First-level support, Customer communication, Meeting coordination, Process optimization
Preferred skills
Salesforce knowledge
Responsibilities
Support the sales team with administrative and organizational tasks, Maintain and update customer data in the CRM system, Handle incoming customer inquiries at the first level of support, Qualify, prioritize, and route leads to financing advisors, Create financial analyses and reports to support approval requests, Prepare documentation for credit decisions, Identify optimization potential in existing workflows