Customer Relationship Manager

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Teaching Finance

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💼 Consulting

📣 Marketing

📚 Education

Consulting • Marketing • Education

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

• Proactive relationship management: maintain regular contact before customers ask — structured, warm, and systematic • Monitor inactivity, declining satisfaction, and missing posts daily • Take a documented action for every risk signal within 48 hours • Motivate customers to post regularly, use the platform, and attend calls • Systematically collect Trustpilot reviews and case studies • Keep CRM required fields, health scores, status, and next steps complete and up to date • Reduce reactive WhatsApp workload for Account Managers • Assess cases, escalate to Account Managers, and provide an initial diagnosis • Contribute to activity from at least 80% of active customers • Contribute to renewal rate, targeting at least 70% in Q3 2026

🎯 Requirements

• Advantage: experience in Customer Success, Community Management, or customer support for a demanding target group • CRM experience with Monday.com, HubSpot, Notion or similar • Understanding of social media, personal branding, or content platforms • Experience working with entrepreneurs as clients or with NPS/CSAT systems • Personal creator or social media background • Relevant references, especially related to customer or community management and retention successes you were responsible for • Ability to provide proactive, structured customer care and risk monitoring • Ability to drive customers to activity, regular posts, platform usage, and call participation • Ability to document escalations and perform initial diagnoses of customer risks • Independent work style and sense of ownership

🏖️ Benefits

• 100% remote • Real responsibility and your own area from day one • A fast-growing company with a clear vision and a strong team • A role with direct, measurable impact • Flat hierarchies and short lines of communication directly to AM team and leadership • Professional structures and a digital working environment • Self-fulfillment + ownership • Fast internal implementation of ideas • Above-average pay • Development opportunities and building a shared mission • Investment in skill development • 4 team events per year