Summary

Workflow Development & Automation1

• 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).

Collaboration & Continuous Improvement

• 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.

Job Description

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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.
• Night shift allowance.
• 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.