Job Description

Roles & Responsibilities

• Gather and analyze business requirements from stakeholders.

• Design, configure, and customize CRM solutions based on business needs.

• Implement and maintain CRM platforms such as Microsoft Dynamics 365, Salesforce, Zoho CRM, or HubSpot.

• Configure workflows, automation, dashboards, reports, and security roles.

• Integrate CRM systems with ERP, websites, APIs, and other third-party applications.

• Perform data migration, data cleansing, and data validation activities.

• Troubleshoot and resolve CRM system issues and provide technical support.

• Conduct system testing, user acceptance testing (UAT), and quality assurance.

• Prepare technical and functional documentation.

• Train end users and provide post-implementation support.

• Monitor CRM performance and recommend enhancements.

• Ensure data integrity, security, and compliance with organizational policies.

• Collaborate with cross-functional teams to deliver CRM projects within agreed timelines

Desired Candidate Profile

• Bachelor's degree in Computer Science, Information Technology, Software Engineering, or a related field.

• Relevant CRM certifications are an advantage (Salesforce, Microsoft Dynamics 365, Zoho CRM, HubSpot, etc.).

Experience

• Minimum 3–5 years of experience in CRM implementation, configuration, or consulting.

• Experience with CRM integrations and business process automation.

• Experience in client-facing consulting and project implementation is preferred.

Technical Skills

• CRM platforms (Microsoft Dynamics 365, Salesforce, Zoho CRM, HubSpot, SAP CRM)

• CRM implementation and customization

• Workflow automation

• CRM administration and configuration

• SQL and database management

• REST/SOAP APIs and system integration

• Data migration and data cleansing

• Reporting and dashboards (Power BI or CRM reporting tools)

• User management and security roles

• System testing and troubleshooting

Soft Skills

• Strong analytical and problem-solving skills

• Excellent communication and presentation skills

• Client relationship management

• Stakeholder management

• Project coordination

• Attention to detail

• Time management

• Teamwork and collaboration

• Ability to work independently and manage multiple projects