Workflow CRM Specialist

ishvaratechconsulting.com - Jobboard; Khordha; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Competitive base salary with performance-based incentives

Fast-track career growth

Comprehensive training and development

Collaborative work environment

Wellness initiatives and work-life balance support

Job summary

Ishvaratechconsulting.com - Jobboard is seeking a CRM Specialist proficient in platforms like HubSpot, Salesforce, and Zoho. This role involves designing automated workflows, integrating third-party applications with CRM, and ensuring data accuracy. Candidates should have a Bachelor's degree in a relevant field and 4-6 years of experience in CRM systems. The position offers a competitive salary, career growth opportunities, and a collaborative work environment in Khordha, Odisha.

Qualifications

• 4–6 years of relevant experience in CRM systems and workflow automation.
• Experience in data integration, automation strategy implementation, and CRM configuration.
• Keen interest in staying updated with CRM system upgrades.

Responsibilities

• Design, implement, and maintain automated workflows to streamline business processes.
• Integrate third-party applications and services with the CRM platform.
• Ensure data accuracy, consistency, and cleanliness in the CRM.
• Provide technical support for CRM and workflow-related issues.
• Optimize workflows for efficiency and scalability.

Skills

CRM Expertise: Proficiency in platforms like HubSpot, Salesforce, Zoho

Workflow Automation: Hands-on experience with tools such as Zapier

Integration Skills: Ability to integrate third-party applications with CRM

CRM Customization: Experience in configuring and customizing CRM fields

Data Management: Strong skills in maintaining data accuracy

Reporting & Dashboards: Ability to build custom reports and dashboards

Technical Support: Providing user support for workflow issues

Performance Optimization: Knowledge of optimizing workflows

Security & Compliance: Understanding of data protection regulations

Collaboration: Ability to work with cross-functional teams

Analytical Thinking: Proactive in identifying inefficiencies

Education

Bachelor’s degree in Computer Science or a related field

Certifications in CRM platforms (e.g., Salesforce Administrator)

Job description

Designing and delivering high-performance applications that combine intuitive design, robust architecture, and seamless functionality to drive business success.

Delivering bespoke web solutions engineered for performance, scalability, and exceptional user engagement across all devices.

Engineering intelligent SaaS solutions that combine flexibility, advanced security, and high availability to support evolving business demands.

Building high-performance mobile applications that deliver seamless experiences across iOS and Android platforms.

• Design, implement, and maintain automated workflows to streamline business processes.
• Integrate third-party applications and services with the CRM platform.
• Utilize tools like Zapier, Make, or Power Automate to create efficient data pipelines and trigger-based actions.

CRM Configuration & Customization

• Configure and customize CRM systems to meet business needs.
• Develop custom fields, modules, and workflows within the CRM.
• Ensure seamless data mapping and synchronization between the CRM and other systems.

Data Management & Analysis

• Ensure data accuracy, consistency, and cleanliness in the CRM.
• Build reports and dashboards to track key metrics and provide insights.
• Perform regular audits to identify and resolve data inconsistencies.

User Support & Troubleshooting

• Provide technical support for CRM and workflow-related issues.
• Identify and resolve integration failures, errors, and performance bottlenecks.
• Collaborate with end-users to optimize workflows and improve usability.

Performance Optimization & Security

• Optimize workflows for efficiency and scalability.
• Implement security best practices to protect customer data and prevent unauthorized access.
• Ensure compliance with data protection regulations (GDPR, CCPA).
• Work closely with sales, marketing, and operations teams to align CRM capabilities with business goals.
• Stay up to date with CRM updates, new features, and industry trends.
• Continuously enhance workflows and automation strategies to improve productivity.

Technical Skills

• CRM Expertise: Proficiency in platforms like HubSpot, Salesforce, Zoho, or similar CRM systems like GHL
• Workflow Automation: Hands-on experience with tools such as Zapier, Make (Integromat), Power Automate, etc.
• Integration Skills: Ability to integrate third-party applications with CRM platforms.for example GHL to VBOUT
• CRM Customization: Experience in configuring and customizing CRM fields, modules, and workflows.
• Data Management: Strong skills in maintaining data accuracy, consistency, and cleanliness within CRMs.
• Reporting & Dashboards: Ability to build custom reports and dashboards for tracking KPIs.
• Technical Support: Capable of providing user support and troubleshooting workflow or CRM issues.
• Performance Optimization: Knowledge of optimizing workflows for better scalability and performance.
• Security & Compliance: Understanding of data protection regulations (e.g., GDPR, CCPA) and CRM security best practices.
• Collaboration: Ability to work closely with cross-functional teams like sales, marketing, and operations.
• Analytical Thinking: Proactive in identifying inefficiencies and improving existing workflows.

Preferred Qualification

Educational Background:

• Bachelor’s degree in Computer Science, Information Technology, Business Administration, or a related field.
• Certifications in CRM platforms (e.g., Salesforce Administrator, HubSpot CRM Certification) are a plus.

Professional Experience:

• 4–6 years of relevant experience in CRM systems and workflow automation.
• Experience in data integration, automation strategy implementation, and CRM configuration.

Data Management Skills:

• Ability to perform CRM audits and resolve data inconsistencies.
• Skilled in data mapping, synchronization, and maintaining data quality.

Tech Adaptability:

• Keen interest in staying updated with CRM system upgrades and industry automation trends.

Communication & Support:

• Strong written and verbal communication skills for end-user support and system training.

Why Join Us

• Competitive base salary with uncapped performance-based incentives.
• Fast-track career growth and internal promotion opportunities.
• Comprehensive training and ongoing professional development.
• Fun, collaborative work environment with regular team events.
• Access to learning platforms and certifications.
• Wellness initiatives and work-life balance support.
• Opportunity to work with international clients and cutting-edge products.