Role Description As our CRM Manager, you will own and evolve the way Patient21 communicates with its customers and leads across the entire lifecycle. You will be responsible for building, managing and optimizing our CRM infrastructure — primarily in HubSpot — while developing content and automated workflows that drive engagement, retention and growth. This is a hands-on role with a high degree of ownership. You will set your own goals, measure your own success and work autonomously to make it happen. Qualifications - 2+ years of experience in a CRM, marketing automation or lifecycle marketing role - Hands-on experience with common CRM tools (workflows, sequences, reporting, pipelines) - Strong content creation skills — you can write clear, engaging copy that converts - Confident and skilled use (of established) AI tools - Fluent in English (written and spoken) - Highly self-directed: you don't wait to be told what to measure — you define it yourself - Analytical mindset with the ability to translate data into actionable decisions Requirements - Experience with HubSpot - Experience with additional automation tools (eg Make, Zapier, n8n, ActiveCampaign, Salesforce) - German language skills — a genuine plus given our market - Background in SaaS, HealthTech or a B2B environment - Experience with A/B testing and conversion optimization Benefits - A meaningful role with real impact in a growing HealthTech company - Fully remote position based in Egypt, with occasional on-site visits to our offices (travel expenses covered) - Flat hierarchies and short decision-making paths - Flexibility in how and where you work - A collaborative, international team - The tools and budget you need to do your best work - Remote work opportunity

• Key customer advocate providing high touch engagement for Extreme’s most valued customers • Facilitate onboarding, adoption, expansion, and renewal phases of customer lifecycle • Maintain knowledge of customer operations and products to enhance relationships • Proactively engage customers for product enhancements • Conduct quarterly reviews and regular communications with customers

Role Description Als Feel-Good-Manager / Kundenberater (all genders) mit Fokus Financial Wellbeing bist du die erste Anlaufstelle für Mitarbeitende unserer Kund:innen, wenn es um finanzielle Benefits, Absicherung und Vorsorge geht. Du verbindest empathische Beratung mit fachlicher Expertise und sorgst dafür, dass sich Mitarbeitende gut informiert, wertgeschätzt und finanziell gut begleitet fühlen. - Du berätst Mitarbeitende unserer Kund:innen individuell zu Financial Wellbeing, Versicherungen, Vorsorge und finanziellen Benefits (B2C). - Du betreust Kund:innen telefonisch, schriftlich und virtuell und sorgst für eine positive Service- und Nutzererfahrung. - Du bearbeitest Kundenanfragen und Serviceprozesse eigenständig – von der Beratung bis zur Umsetzung. - Du erklärst komplexe Finanz- und Versicherungsthemen verständlich und kundenorientiert. - Du bringst dich aktiv in die Weiterentwicklung von Services und Prozessen im Bereich Financial Wellbeing ein. Qualifications - Du verfügst über eine abgeschlossene Ausbildung oder ein Studium im Finanz-, Versicherungs- oder Bankbereich (z. B. Versicherungskaufmann/-frau, Fachwirt:in für Finanzanlagen, Bankausbildung, Steuerberater:in). - Du bringst Berufserfahrung in der Kunden- oder Finanzberatung (B2C) mit. - Du verfügst über eine ausgeprägte Service- und Kundenorientierung sowie Freude an beratender Tätigkeit. - Du gehst sicher mit IT-Systemen, CRM-Tools und digitalen Anwendungen um. - Du arbeitest selbstständig, sorgfältig und kundenorientiert und verfügst über sehr gute Deutschkenntnisse in Wort und Schrift. Benefits - Flexible Arbeitszeiten, modernes Büro auf Fuerteventura oder remote auf den kanarischen Inseln. - Workation mit Extras: Bis zu 4 Wochen EU-Workation pro Jahr – inkl. Flug & Unterkunft bei Wahl des Standorts München. - Faire Konditionen: 30 Urlaubstage, unbefristeter Vertrag & private Zusatzkrankenversicherung. - Attraktive Vergütung: Überdurchschnittliches Gehalt im Landesvergleich. - Einfacher Start: Unterstützung bei der NIE-Nummer & Behördengängen und ein herzliches Team vor Ort. Company Description ValueNet ist der führende Anbieter für Mitarbeiter-Benefits auf dem deutschen Markt. Mit über 22 Jahren Erfahrung und einem Team von 240 Experten setzen wir Maßstäbe in der Branche. - Unsere Unternehmensgruppe umfasst: - ValueNet HR & Digital GmbH - ValueNet HR IT Solutions SLU, S.COM - Steinsee Gastro & Event GmbH & Co. KG - BONAGO Incentive Marketing Group GmbH - encorePeople GmbH - daydreams Deutschland GmbH & Co. KG

• Develop and maintain a strong and lasting client and broker/consultant partnership with assigned small to medium size clients. • Manages clients aligned to small group service package standards which may demand lower touch and have standardized processes. • Develop a deep understanding and interest of population health and health care utilization data with the ability to articulate results - leveraging data to tell a story (relate and interpret data). • Participates in new health center implementations planning and launch alongside the Sales team, local operations leadership and Implementation Team. • Leads competitive renewal re-bids for assigned clients. • Manage contractual requirements including renewal terms and successfully renew clients at targeted escalation. • Prioritize low margin clients for improvements in revenue and expense management. • Identify and target revenue growth opportunities with existing clients including new member populations, health centers, products, and services. • Supports clients with tiered engagement models or aggregator relationships. • Help define and leverage the "coverage model" for assigned clients. • Use creative feedback tools to develop an understanding of customer’s needs, work with internal partners to improve products and services. • Operates within a team-based approach, collaborating closely with Client Success Directors (CSDs) for day-to-day leadership, mentorship, and escalation support. • Coordinate with the marketing team to develop and implement client specific engagement plan including communication and incentive plans to improve utilization and patient experience. • Responsible for partnering with Directors of Operations and local health center leadership on ways to drive employee and member engagement, achieve clinical and savings metrics as well as performance guarantees and maintain open communications with clinical staff. • In collaboration with Operational & Clinical leadership, analyze, summarize, report and manage performance data related to clinic operations. • Understand and track risk metrics related to the success of the partnership. • Proactively monitor and manage Performance Guarantees to manage payout. • Salesforce documentation and reporting. • Execute all necessary contractual requirements in a timely manner; may assist in Requests for Proposals (RFPs) as requested. • Support the coordination of client eligibility file processing, invoicing, incentive documentation and reporting. • May serve as the lead point of contact for all customer needs/request. • Maintain broker relationship and engage in positive relationship to advocate on behalf of mutual client. • Run, interpret and deliver client reporting on the appropriate frequency.