Team Lead Customer Advisory (Loans)

Team Lead Customer Advisory (Loans)

Augsburg, Germany | Full-time

German-speaking environment,

Hybrid working model (1 day/week of home office)

Flexible working hours

We're partnering with a leading digital platform in the financial services space, combining the scale of a market leader with the speed and mindset of a startup. Operating in a highly data-driven environment, the company is transforming how customers access and compare financial products, working with hundreds of banking partners and serving thousands of users daily.

If you're passionate about sales, leadership, and building high-performing teams, this is an opportunity to make a real impact in a fast-growing, tech-driven environment.

Your Responsibilities

• Lead & develop a sales-driven team
  • You take full ownership (functional & disciplinary) of a customer advisory team and drive both performance and individual growth through coaching, feedback, and development initiatives.
• Own onboarding & ramp-up
  • You design structured onboarding plans and ensure new team members are successfully integrated and set up for success.
• Analyze performance & drive improvements
  • You regularly evaluate KPIs, identify strengths and development areas, and implement targeted action plans to unlock team potential.
• Stay hands-on in customer advisory
  • You remain close to the business, actively conducting advisory calls (inbound & outbound), no cold calling involved.
• Drive hiring & team growth
  • You actively participate in recruiting, conducting interviews and shaping the future of your team.
• Optimize processes & contribute ideas
  • You continuously improve workflows and actively contribute to the evolution of sales processes and structures.

Your Profile

• Sales experience
  • Several years of experience in sales, ideally in financial services, banking, or phone-based/digital sales environments.
• Leadership experience
  • Proven initial experience in leading teams (functional and/or disciplinary responsibility).
• Ability to inspire & motivate
  • Strong interpersonal skills, high energy, ambition, and the ability to create a positive, high-performance team culture.
• Entrepreneurial mindset & hands-on attitude
  • You think commercially, act proactively, and are willing to contribute operationally in day-to-day business.
• Strong analytical & problem-solving skills
  • Quick comprehension, solid process understanding, and the ability to derive insights and actions from data.
• Fluent in German and English

What's in It for You

• Secure role with strong growth prospects in a market-leading environment
• Attractive compensation model with clear career progression paths
• Structured training, coaching, and continuous development programs
• Flexible working model with home-office options after onboarding
• Open, collaborative culture with flat hierarchies and fast decision-making
• Daily meals, snacks, and drinks provided
• Fitness and wellbeing support (e.g. subsidized memberships)
• Modern tools and equipment for high-performance work
• Additional perks including discounts, pension contributions, and mobility support