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CRM & Automation Specialist

BBanxware
Seniority
Midweight
Model
In-Office
Sector
Fintech
Salary
Undisclosed
Contract
Full-Time

About the role

At Banxware, our CRM is more than a contact database - it's the connective tissue between Marketing, Growth, and Operations. As our CRM & Automation Manager, you'll take full ownership of this system and shape how our teams engage with leads, partners, and customers at every stage of the lifecycle.

What you'll do

  • Be a core member of the team responsible for HubSpot: contributing to architecture decisions, maintaining data hygiene, pipeline configuration, lifecycle stages, and user access
  • Design and maintain segmentation logic, contact properties, and reporting structures that give Marketing and Growth clear visibility into the funnel
  • Build and optimize lifecycle workflows - lead nurturing, onboarding sequences, partner communications - ensuring the right touchpoint reaches the right contact at the right moment
  • Partner with Growth and Marketing to translate campaign and product requirements into CRM logic, from lead routing rules to re-engagement flows
  • Own HubSpot reporting and dashboards: build and maintain views that give Marketing, Growth, and Leadership clear, reliable visibility into pipeline health, campaign performance, and lifecycle metrics
  • Keep data clean and trustworthy: manage sync between HubSpot and connected systems and proactively address gaps or inconsistencies
  • Build and manage automation workflows in Make.com that connect HubSpot with third-party tools and internal systems
  • Identify and eliminate manual, repetitive tasks across teams through targeted automation

What you'll need

  • 4–6 years of experience in CRM, and/or in business enablement roles such as marketing operations, revenue operations, or a closely related discipline
  • Solid, hands-on HubSpot experience - you know your way around pipelines, workflows, properties, lists, and reporting without needing a guide
  • Familiarity with automation tools such as Make.com, Zapier, or similar platforms
  • A systems mindset: you naturally think about how pieces connect, where things can break, and how to build for scale
  • Comfort working with structured data across multiple platforms
  • Strong communication skills across technical and non-technical audiences
  • A proactive, ownership-oriented approach - you spot what needs to be fixed and you fix it
  • Fluency in English is required; German is a plus

What they offer

  • An attractive base salary
  • Participation in virtual Share Options Program
  • Fresh coffee and snacks if you work from the office
  • Pet-friendly office
  • Team events for a strong team feeling
  • Flat hierarchies through direct collaboration with founders
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