Pistor AG
Baar
Yesterday
Manager Sales Processes, Consulting and CRM
- 13 February 2026
- 100%
- Permanent position
- Baar
Job summary
Join Zuger Kantonalbank, a leading financial institution in Zug. Experience a dynamic environment with local and international clientele.
Tasks
- Develop customer-oriented sales and consulting processes.
- Ensure effective adoption of new processes in sales.
- Oversee CRM system usage and data-driven enhancements.
Skills
- Higher education, with extensive experience in sales-oriented roles.
- Strong understanding of sales processes and CRM systems.
- Excellent communication and customer-oriented skills.
Is this helpful?
About the job
At Zuger Kantonalbank, courage, commitment, and dedication count. We are looking for personalities who take responsibility and realize ambitious goals together with us. As a leading financial institution in the canton of Zug, we offer a dynamic environment with an exciting, local, and international clientele. With innovative offers and a strong team spirit, we enable you to help shape, grow beyond yourself, and directly experience success.
Manager Sales Processes, Consulting and CRM
Your tasks
In this position, you design and are responsible for the further development of modern, customer-oriented sales and consulting processes. You ensure that these processes are effectively mapped in the CRM system and sustainably lived in sales.
- Further development of a consistent, customer-oriented consulting and sales process in close cooperation with the sales teams
- Ensuring the sustainable adoption of new processes and ways of working in sales
- Professional responsibility for the use and data-based further development of the CRM system
- Ensuring the consistent mapping of sales, lead, and campaign processes in the CRM
- Conceptualization and support of rollouts, training, and enablement measures
- Close collaboration with sales, product management, IT, marketing, data, and external partners in further developments
Our requirements
- Higher education or further training at FH, university level, or equivalent
- Several years of experience in a sales-related, conceptual, or process-oriented role
- Very good understanding of sales processes and CRM systems from a professional perspective
- High affinity for and proven experience in financial consulting and sales organizations
- Experience in implementing rollouts, training, and enablement measures
- High conceptual competence combined with implementation strength
- Structured, independent, and solution-oriented working style
- Strong communication skills and ability to prepare complex issues understandably
- Strong customer orientation, experience in design thinking and customer experience management
- Experience in the banking or financial environment is an advantage
- Very good German skills, additional languages are an advantage
Ready for the next step
At Zuger Kantonalbank, attractive conditions and an environment that supports your success await you. We offer you attractive compensation with profit sharing, exclusive banking products, and solid retirement provisions. Flexible working models enable you to balance career and private life in the best possible way.
Contact:
Alessio Guantario
Talent Acquisition Specialist
Tel: 041 709 14 22
Alessio Guantario
Talent Acquisition Specialist
Tel: 041 709 14 22
