CRM Business Admin: Lead-to-Cash (m/f/d)

PTV Logistics GmbH; Karlsruhe; Hybrid; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A global logistics software company is seeking a CRM Business Admin to lead the strategy and execution of CRM processes across the Lead-to-Cash lifecycle. This role involves implementing and maintaining workflows in Microsoft Dynamics, translating business needs into CRM requirements, and improving existing processes. Candidates should have over 3 years of experience in Microsoft Dynamics administration and excellent stakeholder management skills. A unique opportunity to enhance CRM processes within a prominent organization awaits you.

Qualifikationen

• 3+ years in Microsoft Dynamics administration or similar in a B2B SaaS environment.
• Hands-on experience implementing CRM workflows.
• Excellent communication skills in both written and verbal formats.

Aufgaben

• Own and evolve CRM business processes for Lead-to-Cash lifecycle.
• Implement and maintain price lists and product catalogs.
• Create and govern CRM process documentation.

Kenntnisse

Microsoft Dynamics administration

CRM workflows implementation

Stakeholder management

Structured problem-solving

Lead-to-Cash processes understanding

Tools

Microsoft Dynamics

HubSpot

PandaDoc

Jobbeschreibung

CRM Business Admin: Lead-to-Cash (m/f/d)

Permanent employee, Full-time · Karlsruhe, Remote

Your mission

As a CRM Business Admin at PTV Logistics, you will lead the strategy, execution, and continuous improvement of our CRM processes across the full Lead-to-Cash lifecycle. This role is critical to enabling scalable, consistent, and best-practice CRM workflows that support Marketing, Sales, CSM, Order Management and Finance. You will translate business requirements into high-quality CRM implementations, ensuring our revenue teams can operate efficiently and with shared process standards.

You will serve as the primary functional owner for CRM process design and implementation—partnering closely with stakeholders across revenue teams and supporting the Product organization through price list and discount implementations. This position is ideal for someone who enjoys process architecture, system governance, and cross‑functional alignment, and who can confidently implement requirements in our CRM platform: Microsoft Dynamics.

CRM Process Design & Implementation (Lead-to-Cash)

• Own and evolve CRM business processes supporting the full lifecycle: lead intake → qualification → opportunity management → quoting/approvals → order handoff → renewal/expansion.
• Develop and maintain scalable, standardized workflows aligned to all revenue teams.
• Translate business needs into CRM requirements, user stories, and system configurations following CRM best practices.
• Implement and maintain price lists, product catalogs, discount structures, and related controls in collaboration with Product and other stakeholders.
• Support discounting and commercial rule implementation to drive consistency and compliance.
• Identify bottlenecks, friction points, and improvement opportunities in CRM workflows and propose pragmatic optimization opportunities.

Governance & Documentation

• Create, maintain, and govern CRM process documentation (process maps, definitions, data dictionary guidance).
• Maintain a backlog of CRM enhancements, prioritizing based on business impact and operational urgency.

Your profile

• 3+ years in Microsoft Dynamics administration, sales/rev ops, business systems, or similar roles in a B2B SaaS environment.
• Hands‑on experience implementing CRM workflows and governance.
• Proven ability to translate requirements into scalable system designs (objects, fields, stages, automations).
• Experience supporting pricing/discount frameworks in CRM is a plus.
• Experience with other tool implementation (HubSpot, PandaDoc, etc.) is a plus.
• Strong understanding of Lead-to-Cash processes and SaaS revenue workflows.
• Ability to gather requirements and implement them in CRM using best practices in Microsoft Dynamics.
• Excellent stakeholder management and communication skills (written + verbal).
• Structured problem‑solving, process mapping, and systems thinking.
• Strong organizational skills and ability to manage multiple workstreams and dependencies.

Freyja Aspacher
Senior Talent Acquisition Partner

PTV Logistics - a leading global software company for transportation logistics!
We calculate and optimize route planning for logistics companies with record‑breaking algorithms to maximize time and cost savings.
With more than 40 years of experience, we help to put theory into practice!
Interested? Then take a look at our website: https://www.ptvlogistics.com/en