CRM Solutions Engineer: AI-Driven Lead Routing & Onboarding

present of AI; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

Popl is seeking a hands-on technical helper within the customer success team. You’ll join live calls to set up new accounts, guide CRM connections, field mapping, and lead routing, and troubleshoot on the spot.

The ideal candidate has a few years of technical, customer-facing experience, knows CRM platforms, and can explain workflows clearly to non-technical users. Independence and collaboration with success, product, and engineering teams are essential.

Qualifications

• A few years of technical customer-facing experience.
• Strong knowledge of CRM platforms and workflows.
• Ability to explain complex workflows to non-technical users.

Responsibilities

• Join live calls to set up new accounts and walk customers through CRM connections.
• Guide field mapping and lead routing for customers.
• Troubleshoot issues and communicate effectively with success, product, and engineering teams.

Skills

CRM platforms

Technical customer-facing

Clear communication

Tools

Zapier

API basics

Job description

Popl is seeking a hands-on technical helper within the customer success team. You’ll join live calls to set up new accounts, guide CRM connections, field mapping, and lead routing, and troubleshoot on the spot.

The ideal candidate has a few years of technical, customer-facing experience, knows CRM platforms, and can explain workflows clearly to non-technical users. Independence and collaboration with success, product, and engineering teams are essential.