CRM & Automation Specialist, Banxware
3+ days a week in office
Orchestration layer for SME financing
Open for applications
Orchestration layer for SME financing
21-100 employees
Open for applications
3+ days a week in office
21-100 employees
Company mission
To empower SMEs with greater access to capital by seamlessly integrating loan offers into the platforms they already use.
Role
Who you are
- 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 - you don’t need to be a developer, but you’re not intimidated by an API doc or a data mapping exercise
- Strong communication skills across technical and non-technical audiences; you can explain a complex workflow to a marketer and a data model to an engineer
- A proactive, ownership-oriented approach - you spot what needs to be fixed and you fix it; you know how to prioritize competing demands, break down complex processes into manageable parts, and move forward with clarity, with documentation to follow
- Fluency in English is required; German is a plus
What the job involves
- 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 - and proactively flag what the numbers are telling us
- Keep data clean and trustworthy: manage sync between HubSpot and connected systems (product data, operations tools, data warehouse) and proactively address gaps or inconsistencies
- Ensure all CRM activity remains compliant with GDPR and internal data governance standards
- Document CRM processes, train stakeholders, and act as the go-to resource when teams have questions about how the system works
- Build and manage automation workflows in Make.com that connect HubSpot with third-party tools and internal systems
- Support API-based integration use cases in collaboration with Product and Engineering
- Identify and eliminate manual, repetitive tasks across teams through targeted automation -always with an eye on reliability and maintainability
Our take
Banking-as-a-service has allowed revolutionary banking products to offer financial services without the infrastructure of a bank. Furthermore, the development of open banking enacted regulations that would give any business consumer data, to allow fintechs to provide services and products that previously only banks could own. Most notable of these offerings are embedded financial services.
Banxware was the first company to offer fully digitalised embedded financial services. This allows any kind of online platform, including marketplaces and payment providers, to offer bank-like services, covering funding, trading, payments, loan management and bank account maintenance. This closes the gap that exists between fintechs and digital platforms with established banks by putting the customer first.
Companies like Banxware are essential for banks to be able to modernise and digitalise their services to serve a much wider customer base. Having raised multiple funding rounds and securing a strategic partnership with PAYONE (a market leader of payment services) and Agicap (a liquidity management and financial planning platform), Banxware looks to be continuing the expansion of its service offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
10% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Nov 2023
$17.6m
SERIES A
Jan 2022
$11.7m
SEED
Total funding: $34m
Company HQ
Mitte, Berlin, Germany
Leadership
Jens Roehrborn
(Co-Founder & Co-CEO)Currently a Partner at Röhrborn LLP. Previously held roles as a Board Member at PPRO Group, Quarters Co-Living, and ORS Group.
Miriam Wohlfarth
(Co-Founder & Co-CEO)Alongside Banxware, Miriam is the founder of Ratepay and co-founder of Paymentandbanking.
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