Wealth Sales & Support Leader overseeing sales performance and driving strategic initiatives across Wealth management. Aligning processes and enhancing advisor effectiveness in multiple US locations.
About the role
- Supports sales team at BarBrain, a SaaS startup for hospitality, building customer relationships and managing CRM. Engaging with clients through phone and email, and assisting in onboarding processes.
Responsibilities
- You are part of our sales team and help lay the foundation for sustainable customer relationships.
- Maintain our CRM system (Pipedrive) — creating, organizing, and updating records
- Contact potential customers (no cold calling; working with qualified leads)
- Assist with the preparation of meetings and sales materials
- Follow up on dormant leads
- Assist with onboarding new customers
- Attend selected customer meetings on-site or remotely
- Support upselling potential analyses and internal sales reporting
Requirements
- You are an enrolled student — preferably in a business-related or communications-related degree program
- You work in a structured and reliable way and have a good sense for communication
- You enjoy speaking with people — by phone, email, or in person
- Some practical experience in sales or customer interaction is a plus — but not required
- You are comfortable with digital tools and can quickly learn new systems
- Interest in modern technologies, SaaS, or AI solutions is desirable — but not required
Benefits
- Modern office in the heart of Munich
- Mobile work & home office — study-friendly & flexible
- Top equipment (including Apple devices)
- Wellpass membership — access to 4,000+ gyms
- Corporate benefits with many brand discounts
- Understanding for exam periods and university commitments
- Possibility of permanent hire after graduation
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Wealth Sales & Support Leader driving sales performance, ensuring alignment across Wealth, Wholesale, and partner business lines while enhancing advisor effectiveness.
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