CRM Specialist

Posted 4 Days Ago
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Hiring Remotely in Mumbai, Maharashtra, IND
In-Office or Remote
Entry level
Information Technology • Software • Consulting
The Role
Handle client communication and onboarding while implementing, improving, and troubleshooting CRM platforms and business tools. Support HubSpot and related CRM integrations, workflows, and automation. Research and evaluate AI tools to improve efficiency and deliver practical solutions. Independently investigate challenges, communicate with clients and internal teams, manage responsibilities, and execute tasks proactively in a fully remote environment.
Summary Generated by Built In
Company Description

At INSIDEA, we are a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth. From marketing optimization and content creation to full-scale HubSpot integration, we provide a holistic approach to transform your digital experience and maximize performance.

We are proud to be a Top 10 Elite HubSpot Solutions Partner, a key milestone in our journey with HubSpot.

To learn more about INSIDEA please visit www.insidea.com 

Job Description

We are looking for a smart, proactive, and tech-savvy CRM & AI Solutions Specialist who enjoys working with clients, exploring new technologies, and finding innovative solutions to business challenges. The ideal candidate should be an excellent communicator, comfortable handling client interactions, and capable of independently researching, learning, and implementing solutions. This role is ideal for someone who is curious about AI, interested in CRM platforms. 

 

Job Responsibilities:

Client Communication & Onboarding

  • Handle client calls, onboarding sessions, and discussions confidently.

  • Understand client requirements and provide practical solutions.

  • Communicate effectively with clients and internal teams.

CRM & Business Tools

  • Work with CRM platforms like HubSpot, Apollo, Aircall, or similar tools.

  • Support CRM setup, integrations, and workflow improvements.

  • Troubleshoot issues and identify solutions independently.

 AI Tools & Automation

  • Explore AI tools to improve efficiency and automate workflows.

  • Identify opportunities to implement AI-driven solutions.

  • Stay updated with emerging AI technologies.

Research & Problem-Solving

  • Independently research tools, challenges, and solutions.

  • Take ownership of tasks and ensure timely execution.

  • Demonstrate curiosity, adaptability, and a proactive approach.

Qualifications

  • Excellent verbal and written communication skills.

  • Confidence in handling client-facing conversations and onboarding sessions.

  • Strong problem-solving, analytical, and research skills.

  • A proactive, self-driven mindset with the ability to work independently.

  • Genuine interest in AI, automation, and emerging technologies.

  • Ability to quickly understand and adapt to new software and business tools.

  • Strong organizational skills and the ability to manage multiple responsibilities.

  • A solution-oriented approach with a strong sense of ownership and accountability.

Additional Information

Good to Have:

  • Hands-on experience with HubSpot (highly preferred).

  • Familiarity with Apollo, Aircall, Salesforce, Zoho, or other CRM platforms.

  • Experience using AI tools such as ChatGPT, Claude, or similar platforms.

  • Basic understanding of APIs, integrations, automation, or technical workflows.

  • Previous experience in client onboarding, CRM implementation, customer success, or technical support.

Skills Required

  • Excellent verbal and written communication skills
  • Confidence handling client-facing conversations and onboarding sessions
  • Strong problem-solving, analytical, and research skills
  • Proactive, self-driven mindset with ability to work independently
  • Genuine interest in AI, automation, and emerging technologies
  • Ability to quickly understand and adapt to new software and business tools
  • Strong organizational skills and ability to manage multiple responsibilities
  • Solution-oriented approach with strong ownership and accountability
  • Hands-on experience with HubSpot
  • Familiarity with Apollo, Aircall, Salesforce, Zoho, or other CRM platforms
  • Experience using AI tools such as ChatGPT or Claude
  • Basic understanding of APIs, integrations, automation, or technical workflows
  • Previous experience in client onboarding, CRM implementation, customer success, or technical support
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The Company
HQ: Dover, DE
110 Employees
Year Founded: 2023

What We Do

Success today requires a strong digital presence, but finding the right expertise for digital transformation is a challenge many face. INSIDEA aims to bridge this gap.Founded by Pratik Thakker, INSIDEA is a leading digital and outsourcing solutions provider. We aim to connect businesses worldwide with superior digital services to achieve outstanding results.We customize our offerings to address each client's specific requirements. INSIDEA’s essence lies in our commitment to turning innovative ideas into reality, enhancing online visibility for businesses, streamlining operational processes, and unlocking their potential to the fullest.Our service portfolio is diverse, catering to the unique demands of businesses across the globe. Our culture, built on flexibility, creativity, and a balanced approach, distinguishes us, fostering a remote work environment that attracts and develops top talent.Since our inception, we have experienced rapid growth in our team and global footprint. We have achieved the status of a HubSpot Diamond Solutions Partner in the short span of a year. This achievement highlights our role as a trusted partner in our clients' digital transformation journeys.Follow us on LinkedIn to discover how we're transforming digital solutions and outsourcing, creating valuable connections, addressing specific business challenges, and delivering meaningful results.

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