CRM Technical Specialist

Lendo Inc; Riyadh; On-site; SAR 187,000 - 263,000; Full time

Job summary

A growing fintech company in Riyadh is seeking a CRM Technical Specialist to support the implementation and operational execution of their CRM system. The ideal candidate will work closely with the CRM Manager and cross-functional teams to ensure smooth operations, maintain data quality, and assist in configuring CRM workflows and automation. Hands-on experience with CRM platforms like HubSpot or Salesforce and coding skills in Node.js or Python are essential for this role.

Qualifications

• Hands‑on experience with CRM workflows, properties, and automation.
• Basic to intermediate coding skills (Node.js and/or Python).
• Experience using Zapier or similar automation tools.

Responsibilities

• Assist in configuring CRM workflows and automation based on defined requirements.
• Support ongoing CRM configuration updates and improvements.
• Help maintain CRM structure aligned with operational needs.

Skills

Hands‑on experience with CRM workflows

Basic to intermediate coding skills (Node.js, Python)

Experience using Zapier or similar automation tools

Experience with HubSpot, Salesforce, or similar CRM platforms

Basic understanding of REST APIs and webhooks

Strong attention to detail

Job description

As Lendo continues to expand, we are looking for a CRM Technical Specialist to support the implementation, automation, and day-to-day operational execution of our CRM system. In this role, you will work closely with the CRM Manager and cross‑functional teams to execute defined requirements, support integrations, maintain data quality, and help ensure smooth CRM operations. This is a hands‑on, execution‑focused role, ideal for someone who is technically inclined, detail‑oriented, and eager to grow in CRM systems, automation, and integrations.

Key Responsibilities

• Assist in configuring CRM workflows, properties, custom objects, and automation based on defined requirements
• Support ongoing CRM configuration updates and incremental improvements
• Help maintain CRM structure aligned with operational needs

CRM Configuration & Support

• Assist in configuring CRM workflows, properties, custom objects, and automation based on defined requirements
• Support ongoing CRM configuration updates and incremental improvements
• Help maintain CRM structure aligned with operational needs

Automation, Lead Flow & Integrations

• Support automation using tools such as Zapier and similar platforms (e.g., Make, Workato)
• Assist with integrations using APIs, webhooks, and Private Apps
• Support data synchronization between CRM and internal systems
• Assist with lead generation flows, sequences, and automated follow‑ups
• Support leads lifecycle stages and funnel movement
• Help maintain and troubleshoot existing automation and integration logic

Data & CRM Operations

• Help ensure data accuracy, consistency, and correct field mapping across systems
• Support data cleanup, validation, and quality checks
• Assist with routine CRM operational and maintenance tasks

Testing & Quality Assurance

• Participate in UAT and validate CRM workflows, automations, and lead flows
• Assist in testing integrations in sandbox and production environments
• Help identify and troubleshoot issues before release

Reporting & Dashboards

• Support the creation and maintenance of CRM reports and dashboards
• Assist with data validation for reporting accuracy
• Help maintain technical documentation and internal guides

Collaboration

• Work closely under the guidance of the CRM Manager
• Collaborate with Engineering, Marketing, and Operations teams on execution tasks
• Support internal users by helping resolve CRM‑related technical issues

Qualifications

• Hands‑on experience with CRM workflows, properties, and automation
• Basic to intermediate coding skills (Node.js and/or Python)
• Experience using Zapier or similar automation tools
• Experience with HubSpot, Salesforce, or similar CRM platforms
• Basic understanding of REST APIs and webhooks
• Understanding of CRM object models (Contacts, Companies, Deals, Custom Objects)
• Strong attention to detail and comfort working on operational tasks
• Exposure to fintech, B2B, or sales operations environments is a plus