Match score not available

Senior Technical CRM Specialist

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Strong proficiency in HTML/CSS and SQL, Advanced experience with Excel models and reports, Expertise in CRM automation tools like Braze, Familiarity with data visualization tools, Experience with survey tools for feedback integration.

Key responsabilities:

  • Lead the technical management of the CRM system
  • Develop and maintain dynamic email and in-app messaging templates
  • Drive lifecycle expansion and optimization initiatives
  • Provide training and support to users on CRM functionality
  • Enhance customer segmentation and target capabilities
Taxfix logo
Taxfix Fintech: Finance + Technology Scaleup https://taxfix.de/
201 - 500 Employees
See more Taxfix offers

Job description

Our story:

Every year millions of people are either filing their taxes in fear or giving up on their tax refund altogether. We're working on fixing that. Our intuitive app enables anyone, regardless of education or background, to file their taxes with newfound confidence.

Spread across Germany, Spain, and the UK, the team at Taxfix Group with its brands Taxfix, Steuerbot, and TaxScouts, is a compassionate group of solution-finders. We speak our minds openly, and with over 400 professionals, including tax experts, developers, and IT security experts, we're rich in ideas and voices. The group has facilitated more than 3.5 billion euros in tax refunds for its customers since its founding in 2016

Your challenge:

As our Senior CRM Specialist, you’ll work closely with cross-functional teams to ensure the smooth operation of our CRM systems and strategic CRM initiatives. You will be the go-to expert for both troubleshooting complex technical issues and driving CRM strategies that improve customer engagement and retention. Reporting to the Team Lead CRM, you will have the opportunity to shape CRM processes and optimize lifecycle strategies that deliver value to both our business and our customers.



Your responsibilities:

  • Lead the technical management of the CRM system, including troubleshooting bugs, fixing complex errors, and improving CRM infrastructure.

  • Develop and maintain dynamic email and in-app messaging templates, with a focus on reducing lead times and improving mobile optimization.

  • Lead the strategy and execution of lifecycle expansion and optimization, taking ownership of CRM initiatives that drive customer engagement and retention. 

  • Collaborate with cross-functional teams to identify opportunities for improvement, ensuring that you are in the driver’s seat for strategic decisions.

  • Provide training and support for new and existing users on CRM system functionality to ensure optimal usage.

  • Proactively identify opportunities for CRM improvements, leading end-to-end projects and collaborating with data teams on advanced segmentation.

  • Enhance customer segmentation and targeting capabilities by leveraging data-driven insights and improving reporting frameworks.

  • Drive A/B testing to better understand user behavior, and communicate actionable insights with key stakeholders.

Your profile:

  • Strong proficiency in HTML/CSS and SQL to support CRM automation and infrastructure development.

  • Advanced experience with Excel, including the ability to create complex models and reports.

  • Expertise in CRM automation tools such as Braze, Emarsys, or Salesforce.

  • Familiarity with data visualization tools like Looker or Tableau, and the ability to derive actionable insights from CRM data.

  • Experience with survey tools such as Survicate or similar, for customer feedback integration.

  • Ability to work strategically and technically, with a track record of driving successful CRM projects that span both areas.

Bonus points for experience with Liquid (Braze), API integration, R programming, or holding an admin certificate for CRM automation tools.

Why Taxfix? 

  • A chance to do meaningful, people-centric work with an international team of passionate professionals.

  • Holistic well-being with free mental health coaching sessions and yoga.

  • A monthly allowance to spend on an extensive range of services that you can use and roll over as flexibly as you like.

  • Employee stock options for all employees—because everyone deserves to benefit from the success they help to create.

  • Dedicated relocation and visa support for those who need it.

  • 30 annual vacation days and flexible working hours.

  • A generous learning budget to support your personal and professional development and guidance from our internal L&D experts.

  • Work from abroad for up to six weeks every year. Just align with your team, and then enjoy your trip.

  • Plenty of opportunities to socialise as a team. In addition to internal meetups, our international team hosts regular get-togethers—virtually and in person when possible.

  • Free tax declaration filing, of course, through the Taxfix app—and internal support for all personal tax-related questions.

  • Have a four-legged friend in your life? We’re happy to have dogs join us in the office.


Excited? So are we. Learn more about Team Taxfix on our blog and get a glimpse of our culture.

 

At Taxfix, we believe that incredible things happen when you have a wealth of perspectives and experiences. We're proudly committed to equal employment and development opportunities no matter your gender, race, religion, age, sexual orientation, colour, disability, or place of origin. To help mitigate any potential unconscious biases, we ask that you refrain from including your picture, age, or marital status on your CV. Let your experiences speak for themselves.

Not sure if you meet all the requirements for this role? Please apply anyway. You might bring something special to the team that we hadn't considered previously.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel

Related jobs