Roland Berger
Specialist, Sales Controller & CRM Process
Company
Role
Specialist, Sales Controller & CRM Process
Job type
Full-time
Found on Mokaru
🔥Recently
Salary
Job description
As a Sales CRM Controller & Process Specialist, you will serve as the primary contact for users and corporate teams (Sales, IT, and others) on all CRM topics related to sales processes. You will work closely with sales teams and system users to ensure process adherence, data quality, and operational efficiency. Acting as the link between business needs and technical solutions, you will maintain master data integrity, enforce corporate sales process standards, and proactively push automation initiatives that enhance sales performance across the organization.
We are looking for a professional with hands-on experience in CRM-enabled sales operations and process controlling, ideally within a B2B environment. Strong communication skills, a results-oriented and analytical mindset, and technical proficiency in Microsoft Dynamics 365, Power Automate or comparable workflow tools, Power BI, and Microsoft Excel are essential to succeed in this role.
Position description – Your fields of activity at a glance
- Ensure adherence to corporate sales processes within CRM; identify deviations, track resolution, and report on compliance KPIs to sales leadership
- Own pipeline data integrity: monitor stage progression, flag stale opportunities, and enforce entry/exit criteria across the sales funnel
- Maintain and govern core CRM master data (accounts, contacts, opportunities); run regular cleansing cycles and manage deduplication
- Design and deploy Power Automate flows to reduce manual CRM tasks — from opportunity updates and approval routing to activity reminders and data validation triggers
- Build and maintain dashboards tracking pipeline health, data quality scores, and process adherence; translate findings into actionable recommendations
- Act as the main contact for users and internal teams for all operational CRM questions, including user support, training, and documentation
- Bachelor's degree in Business Administration, Information Systems, Business Informatics, or a related field
- 2–4 years in CRM operations or sales controlling; experience enforcing process standards and owning data quality in Dynamics 365
- Strong communication skills with a high customer- and service-orientation towards internal stakeholders
- Very good command of English, German is a plus
- Proficiency in data imports/exports, confident in analyzing large datasets and CRM-related data
- Hands-on experience with Power Automate or comparable workflow tools (e.g. Make, n8n)
- Structured, analytical, and detail-oriented working style; comfortable documenting and improving processes


