CRM & Funnel Manager

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Teaching Finance

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

📚 Education

💸 Finance

📱 Media

Education • Finance • Media

Teaching Finance is a finance education and personal-branding company that creates accessible financial education content and community programs for German-speaking audiences. Founded by founders who started as 'finfluencers', the company produces short-form finance videos, e-books, events, and an investor community (Investor Club), and also operates Teaching Socials, a consultancy that builds and scales personal brands for finance and real estate entrepreneurs. They run large organic social campaigns, host live events and masterminds, invest in startups, and aim to drive wealth-building through knowledge, access, and network-building.

📋 Description

• 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

• 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

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