Account Executive managing the sales funnel from qualification to closing at cleverlohn, driving customer engagement in B2B software sales.
About the role
- Vertriebsmitarbeiter/in providing customer support for financial advisors in Hamburg, responsible for managing warm leads and organizing appointments. Structured onboarding and team-oriented work environment offered.
Responsibilities
- You handle warm leads
- Conduct structured initial conversations to determine customer needs
- Maintain and document contacts in the CRM system
- Organize and prepare for financial advisory appointments
- Support events, seminars and team activities
Requirements
- You work reliably, punctually and with discipline
- You are comfortable in clearly structured processes
- You have a pleasant, professional manner of communication — by phone and in writing
- You follow instructions precisely and document your work conscientiously
- Experience in sales, consulting or customer service is a plus — but not required
Benefits
- Regular working hours, clear processes, defined roles
- Systematic onboarding: 2–4 weeks of structured handover with checklists and guides
- Long-term collaboration: we think in years, not projects
- Pleasant work environment: modern office in Hamburg or remote — with clear structure and a team focus
- Team-oriented work: everyone knows their responsibilities and works together
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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