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Invespy

CRM Implementation Specialist Description:We are looking for a CRM Implementation Specialist to join our team and lead the deployment, configuration, and optimization of Customer Relationship Management (CRM) systems. This role is critical in ensuring that our clients successfully adopt CRM platforms that align with their business goals and processes. The ideal candidate will have a strong background in CRM technologies, project management, and client engagement. You will be responsible for configuring CRM systems, integrating them with other business applications, training users, and providing ongoing support. Your ability to translate business needs into technical solutions will be key to your success in this role. You should be comfortable working in a fast-paced environment and managing multiple projects simultaneously. Strong communication skills are essential, as you will be interacting with stakeholders at all levels, including sales and marketing teams, IT teams, and end-users. Experience with popular CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot is highly desirable.Responsibilities:<ul><li>Lead CRM implementation projects from planning to execution</li><li>Analyze client business processes and requirements</li><li>Configure and customize CRM systems to meet client needs</li><li>Integrate CRM platforms with other business applications</li><li>Provide training and support to end-users</li><li>Develop documentation and user guides</li><li>Collaborate with cross-functional teams and stakeholders</li><li>Ensure data integrity and system security</li><li>Monitor system performance and troubleshoot issues</li><li>Stay updated on CRM trends and best practices</li></ul>Requirements:<ul><li>Bachelor&rsquo;s degree in Information Technology, Business, or related field</li><li>3+ years of experience in CRM implementation or administration</li><li>Proficiency in CRM platforms such as Salesforce, Dynamics 365, or HubSpot</li><li>Strong project management and organizational skills</li><li>Excellent communication and interpersonal abilities</li><li>Experience with data migration and system integration</li><li>Ability to analyze and document business requirements</li><li>Knowledge of CRM workflows, automation, and reporting</li><li>Problem-solving mindset and attention to detail</li><li>Ability to manage multiple projects simultaneously</li></ul>Job Type: Full-timePay: From Rs100,000.00 per month

Implementation Consultant (CRM)

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.Responsibilities:<ul><li>Support the internal team in the implementation and configuration of CRM, communication, and martech tools based on business requirements.</li><li>Set up system workflows, user roles, automations, data fields, and reporting structures.</li><li>Configure CRM modules including Leads, Contacts, Accounts, Deals, Services, and Finance.</li><li>Integrate CRM with Zoho Books, DocuSign, Power BI, marketing automation tools, and banking/payment systems.</li><li>Test and validate backend configurations to ensure functionality before go-live.</li><li>Troubleshoot platform issues and coordinate with vendors or developers when required.</li><li>Assist in onboarding users into systems and managing access levels securely.</li><li>Maintain detailed documentation of implementations, issues, resolutions, and process steps.</li><li>Collaborate with account managers and department heads to support post-launch optimization and usage monitoring.</li><li>Create and maintain internal SOPs, setup templates, and reusable implementation frameworks.</li><li>Stay up to date on platform updates, features, and best practices to continuously improve delivery quality.</li></ul>What You Bring:<ul><li>3&ndash;5 years of hands-on CRM implementation experience, with proven expertise in Zoho One and HubSpot.</li><li>Strong understanding of CRM and marketing automation concepts (pipelines, workflows, integrations).</li><li>Experience integrating CRM with finance tools, marketing platforms, and analytics systems.</li><li>Ability to translate business requirements into technical configurations.</li><li>Analytical mindset with attention to detail and structured problem-solving skills.</li><li>Strong written communication skills for documentation and handovers.</li><li>Proactive, self-driven, and comfortable managing multiple projects simultaneously.</li><li>Certification in Zoho CRM or HubSpot is a plus.</li></ul>Job Type: Full-time

Implementation Consultant

Join Invespy and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Invespy

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Implementation Consultant (CRM)

Implementation Consultant