POSITION OVERVIEW:

As a CRM Implementation Specialist, you will be responsible for deploying, configuring, and optimizing CRM systems (including Zoho One and HubSpot) to meet business needs. You will collaborate with internal teams to design workflows, integrate systems, train users, and ensure smooth adoption. This role requires both technical expertise and the ability to translate business requirements into effective CRM configurations.

• Support the internal team in the implementation and configuration of CRM, communication, and martech tools based on business requirements.
• Set up system workflows, user roles, automations, data fields, and reporting structures.
• Configure CRM modules including Leads, Contacts, Accounts, Deals, Services, and Finance.
• Integrate CRM with Zoho Books, DocuSign, Power BI, marketing automation tools, and banking/payment systems.
• Test and validate backend configurations to ensure functionality before go-live.
• Troubleshoot platform issues and coordinate with vendors or developers when required.
• Assist in onboarding users into systems and managing access levels securely.
• Maintain detailed documentation of implementations, issues, resolutions, and process steps.
• Collaborate with account managers and department heads to support post-launch optimization and usage monitoring.
• Create and maintain internal SOPs, setup templates, and reusable implementation frameworks.
• Stay up to date on platform updates, features, and best practices to continuously improve delivery quality.