Role Description Du verantwortest die CRM-Architektur end-to-end: saubere Daten, smarte Automationen, klare Dashboards und messbaren Umsatz-Impact. Dein Ziel: mehr Speed im Vertrieb, weniger Reibung in Prozessen, volle Transparenz in Zahlen. Daily Responsibilities - CRM-Management: - Close, HubSpot & Pipedrive strukturieren - Pipelines/Stages/Properties - Lead-Routing - SLA-Regeln - Data Hygiene - Automatisierung & KI: - Flows mit Make/Zapier - Webhooks - Scoring - Auto-Tasks - E-Mail/WA-Sequenzen - Integrationen: - Typeform - ManyChat - Calendly - Payment - Ads-Platforms - Airtable/Notion – bidirektionale Syncs & deduplizierte Datensätze - Analytics & Dashboards: - Conversion-Ketten - Excel/Sheets/Airtable-Dashboards inkl. Alerts - Prozessoptimierung: - Eng mit Sales/AM zusammen – Bottlenecks erkennen - SOPs & Playbooks bauen - A/B-Tests - Training & Support: - Enablement für Sales/AM (Kurz-Guides, Looms, Playbooks) - Kundenschulungen zu CRM (Close/HubSpot): praxisnahe Workshops & kurze Loom-Guides zu Setup, Best Practices, KPI-Dashboards und täglicher Nutzung inkl. Q&A - Funnel Building (OnePage/Elementor): - Landingpages/One-Pager erstellen - CRO-Tests - Tracking-Setup - handover ins CRM - Google Workspace: - Struktur - Rechte - Automationen (Sheets/Drive) - Template-Library pflegen Qualifications - Marketing-Tech-Affinität & tiefes CRM-Know-how (bevorzugt Close, gern HubSpot) - Profi in Make oder Zapier (APIs, Webhooks, Error-Handling, Versionierung) - 3–5+ Jahre RevOps/CRM/Automation (idealerweise Coaching/Finance/Immo) - Sehr starke Excel/Sheets-Skills (Pivot, Query, Regex, Modellierung) & Dashboarding - Erfahrung mit KI-Anwendungen zur Workflow-Beschleunigung (z. B. Auto-Tags, Notes, Scoring) - Saubere Daten-Denke: Dedupe, Mappings, Schemas, Naming-Konventionen - Strukturierte Doku (SOPs, Runbooks) & klare Kommunikation (DE C1+) - Starker System-Denker, dokumentiert sauber, spricht Sales-und-Marketing - „Builder-Typ“: baut schnell V1, misst, iteriert Nice to Have - Erfahrung mit Airtable/Notion als Ops-Layer - Typeform/ManyChat - Google Tag Manager / UTM-Attribution - Grundverständnis B2B-Sales-Funnel & High-Ticket-Leadgen What We Are Not Looking For - Reine Admin-Profile ohne Automations-/API-Erfahrung - „Nur Reports“ ohne Umsetzung in Prozesse - Menschen, die Tools bedienen – statt Ownership für Ergebnisse zu übernehmen

• Participate in discovery calls and sales meetings with prospective clients. • Take detailed meeting notes and document client requirements and action items. • Coordinate communication between clients and internal teams to ensure timely execution of deliverables. • Schedule meetings, follow-ups, and appointments for the sales team. • Assist in preparing proposals, presentations, contracts, and other sales documents. • Maintain and update CRM records with accurate client and sales information. • Follow up with prospects and existing clients regarding inquiries, proposals, and ongoing projects. • Track sales opportunities and ensure timely completion of follow-up tasks. • Provide administrative support, including document management, reporting, and process coordination. • Work closely with sales, operations, and leadership teams to ensure a smooth client onboarding experience. • Support process improvements to enhance efficiency across sales and client coordination activities.

• Own the end-to-end relationship for a portfolio of clients post-implementation, acting as their primary point of contact • Help design and establish our Customer Success playbook, processes, and success metrics from the ground up • Develop and execute success plans for each account, aligning Pacera's platform capabilities to client goals • Drive platform adoption by proactively identifying underused features and working with clients to embed them into their workflows • Monitor account health using usage data and engagement signals, flagging at-risk accounts early and building mitigation plans • Lead renewal conversations and processes, ensuring high retention rates across your portfolio • Identify and progress upsell and expansion opportunities, working closely with Sales to convert them • Build strong relationships with key finance stakeholders (CFOs, Controllers, FP&A leads), positioning yourself as a trusted advisor on Consolidation, Month End Close, and FP&A best practices • Run regular business reviews with clients to demonstrate value delivered and align on future priorities • Gather and relay client feedback to Product and Engineering to influence the roadmap, given we're still early in our product journey • Help evaluate and select the tools and technology that will underpin Customer Success as we scale (e.g. CRM, health-scoring, engagement platforms) • Collaborate with the Implementation/Consulting team to ensure smooth handover from onboarding to steady-state success • Maintain accurate records of account status, risks, and opportunities, contributing to the systems we put in place

• Lead end-to-end onboarding and implementation of Akeyless solutions, guiding customers through architecture design, integrations, and best practices. • Serve as a trusted technical advisor, building strong relationships with customers and supporting adoption, expansion, and overall success aligned with their business goals. • Troubleshoot complex technical issues, provide guidance on DevOps, security, and cloud-native environments, and support integrations, automation, and infrastructure design. • Translate customer requirements into scalable and secure architectures, while recommending best practices and optimizing usage of the Akeyless platform. • Collaborate closely with Sales, Solutions Architects, Product, and R&D to ensure successful deployments, resolve challenges, and represent customer needs internally.