Job
- Level
- Experienced
- Job Field
- IT, Project, System
- Employment Type
- Full Time
- Contract Type
- Permanent employment
- Location
- Stuttgart
- Working Model
- Hybrid, Onsite
Job Summary
In this role, you manage the CRM system Microsoft Dynamics, enhance sales processes, and lead projects to optimize data quality and analyze sales and customer data.
Job Technologies
Your role in the team
- Technical support, development, and optimization of the CRM system Microsoft Dynamics, as well as ensuring its process integration into sales workflows.
- Analysis, conception, and implementation of improvement measures in sales processes as well as participation in the further development of system-supported sales management.
- Independent participation and technical leadership of sales and CRM-related projects, including process design, requirements management, test coordination, and user training.
- Ensuring the quality and completeness of the sales data recorded in the CRM system, as well as supporting the sales teams in data maintenance and system utilization.
- Preparation, consolidation, and analysis of sales and customer data as a basis for reports, forecasts, and management information.
- Interface function between sales, financial controlling, marketing, IT, and other departments for sales-related evaluations and inquiries.
- Creation of reports, analyses, presentations, and decision templates for internal stakeholders.
- Supporting sales teams in planning and executing sales activities based on own analyses, maintaining activities in Microsoft Dynamics, and participating in tenders (RfPs) and sales-related special tasks.
- Participation in the further development of reporting and analysis tools, especially in the Power BI environment and data-driven sales management.
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Our expectations of you
Education
- Successfully completed studies in Business Informatics or a comparable field; alternatively, studies in Economics or Business Administration with a strong IT and data affinity.
Qualifications
- Very good knowledge of Microsoft Excel and PowerPoint.
- Knowledge of Python or a comparable programming language for data analysis; familiarity with Power BI or similar reporting and business intelligence solutions is desirable.
- Good spoken and written English skills.
- Strong communication skills as well as the ability to bring together and coordinate different stakeholders; structured, independent, and solution-oriented work approach with a high degree of initiative.
- Good knowledge of capital markets and the investment fund industry is advantageous.
Experience
- Several years of professional experience in sales management, sales controlling, CRM management, project management, or similar functions, ideally in asset management within the investment fund industry or in another financial services environment.
- Experience in supporting, developing, or implementing CRM systems, ideally with knowledge of Microsoft Dynamics 365.
- Extensive experience in analyzing and preparing sales and customer data; strong analytical skills as well as high affinity for numbers and systems.
- Experience in project management and the implementation of process optimizations.
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What we offer
- Varied tasks and challenges in an innovative environment.
- Comprehensive opportunities for development and further education.
- Modernly equipped workplace in city center location with optimal transportation connections, as well as the possibility to work remotely.
- Flexible working hours model.
- A appreciative work environment with flat hierarchies and short decision-making paths.
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Benefits
Health, Fitness & Fun
Work-Life-Integration
Topics You Will Work On
Job Locations
About Your Employer
Landesbank Baden-Württemberg
Sie möchten Ihre Fähigkeiten und Kompetenzen in einer der größten Banken Deutschlands zielgerichtet weiterentwickeln? Dann sind Sie bei der LBBW genau an der richtigen Stelle. Leistungsfähige und engagierte Mitarbeiterinnen und Mitarbeiter sind unser zentraler Erfolgsfaktor. Mit Eigeninitiative und Verantwortungsbewusstsein schaffen wir nachhaltig Wert für unsere
Description
- Company Type
- Established Company
- Working Model
- Hybrid, Onsite
- Industry
- Banking, Finance, Insurance
Speaker Sales Controlling & CRM Management
- Location
- Stuttgart
- Working Model
- Hybrid, Onsite
- Diversity
- Open for all genders
