Sachbearbeiter Prozesse & Administration (m/w/d)
Hybrid
Core
Handling incoming leads and processes, supporting the advisory team with administrative tasks, and ensuring data integrity in Salesforce.
Role type
operational process administrator (back-office)
Builds
operational workflows and process documentation for corporate customer financing
Domain
corporate customer financing / financial advisory
Deliverable
dashboards & analysis
Required skills
CRM systems (Salesforce), process documentation, data entry and verification, customer communication, prioritization, operational reporting
Preferred skills
business administration background, experience in back-office or customer service, knowledge of financing advisory processes