Customer Relationship Management Specialist

INSIDEA; Bengaluru Urban; À distance; INR 700 000 - 1 300 000; Plein temps

Résumé du poste

INSIDEA is a fully remote organization hiring globally to deliver digital marketing and HubSpot solutions. We seek a smart, proactive CRM & AI Solutions Specialist who communicates well, handles client interactions, and independently researches and implements solutions.

A curiosity about AI, CRM platforms and automation will help you excel. You will work on onboarding clients, configuring CRM tools like HubSpot, Apollo, Aircall, and related integrations; explore AI-driven workflows and stay

Qualifications

• Clear communication with clients and internal teams is essential.
• Ability to onboard clients and translate requirements into practical CRM solutions.
• Strong problem-solving, analytical, and research skills.
• Proactive, self-driven mindset with the ability to work independently.
• Genuine interest in AI, automation, and emerging technologies.
• Quickly understand and adapt to new software and tools.

Responsabilités

• Handle client calls, onboarding sessions, and discussions confidently.
• Understand client requirements and provide practical CRM solutions.
• Communicate effectively with clients and internal teams.
• Work with CRM platforms like HubSpot, Apollo, Aircall, or similar tools.
• Support CRM setup, integrations, and workflow improvements.
• Troubleshoot issues and identify solutions independently.
• Explore AI tools to improve efficiency and automate workflows.
• Identify opportunities to implement AI-driven solutions.
• Stay updated with emerging AI technologies.

Connaissances

Communication

Client-facing

Problem-Solving

Research

Independent work

AI interest

Adaptability

Ownership

Outils

HubSpot

Apollo

Aircall

Salesforce

Zoho

Description du poste

At INSIDEA, we are a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth. From marketing optimization and content creation to full-scale HubSpot integration, we provide a holistic approach to transform your digital experience and maximize performance

We are proud to be a Top 10 Elite HubSpot Solutions Partner, a key milestone in our journey with HubSpot.

To learn more about INSIDEA please visit www.insidea.com

Job Description:

We are looking for a smart, proactive, and tech-savvy CRM & AI Solutions Specialist who enjoys working with clients, exploring new technologies, and finding innovative solutions to business challenges. The ideal candidate should be an excellent communicator, comfortable handling client interactions, and capable of independently researching, learning, and implementing solutions. This role is ideal for someone who is curious about AI, interested in CRM platforms.

Job Responsibilities:

Client Communication & Onboarding

• Handle client calls, onboarding sessions, and discussions confidently.
• Understand client requirements and provide practical solutions.
• Communicate effectively with clients and internal teams.

CRM & Business Tools

• Work with CRM platforms like HubSpot, Apollo, Aircall, or similar tools.
• Support CRM setup, integrations, and workflow improvements.
• Troubleshoot issues and identify solutions independently.

AI Tools & Automation

• Explore AI tools to improve efficiency and automate workflows.
• Identify opportunities to implement AI-driven solutions.
• Stay updated with emerging AI technologies.

Research & Problem-Solving

• Independently research tools, challenges, and solutions.
• Take ownership of tasks and ensure timely execution.
• Demonstrate curiosity, adaptability, and a proactive approach.

Preferred Experience:

• Excellent verbal and written communication skills.
• Confidence in handling client-facing conversations and onboarding sessions.
• Strong problem-solving, analytical, and research skills.
• A proactive, self-driven mindset with the ability to work independently.
• Genuine interest in AI, automation, and emerging technologies.
• Ability to quickly understand and adapt to new software and business tools.
• Strong organizational skills and the ability to manage multiple responsibilities.
• A solution-oriented approach with a strong sense of ownership and accountability.

Good to Have:

• Hands-on experience with HubSpot (highly preferred).
• Familiarity with Apollo, Aircall, Salesforce, Zoho, or other CRM platforms.
• Experience using AI tools such as ChatGPT, Claude, or similar platforms.
• Basic understanding of APIs, integrations, automation, or technical workflows.
• Previous experience in client onboarding, CRM implementation, customer success, or technical support.