CRM and FSM Implementation Specialist

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Job Overview

The position available is for a CRM and FSM Implementation Specialist at CoreBridge Solutions. This role is geared towards individuals with a solid background in customer relationship management (CRM) and field service management (FSM) systems. The job is remote and specifically offers full-time employment for candidates based in India. Working hours are aligned to Indian Standard Time (IST), from 9:30 PM to 6:30 AM, Monday through Friday.

Company Background

CoreBridge Solutions serves as a trusted outsourcing and digital innovation partner particularly for U.S.-based companies. They specialize in boosting operational efficiencies through modern platforms and streamlined workflows across various industries such as legal, finance, marketing, and field service. Their mission is to create systems that drive measurable results while maintaining a focus on technology and operational excellence.

Position Responsibilities

The CRM and FSM Implementation Specialist will primarily focus on implementing and configuring systems that support both FSM and CRM processes. Specific responsibilities include:

• System Implementation and Configuration: Adjusting platforms like Zuper (for field service management) and HubSpot (for CRM) based on client business requirements.

• Integration and Data Flow: Supporting data integration efforts between platforms and ensuring high data accuracy.

• Process Documentation and Workflow Improvement: Enhancing operational workflows and ensuring they are documented clearly.

• Data Migration and Quality: Assisting in efforts to extract, cleanse, and validate necessary data from various systems.

• Training and User Support: Delivering training sessions for staff and creating user-friendly playbooks.

• Collaboration: Working with other teams to identify system enhancement opportunities and monitor performance for improvements.

Required Skills and Experience

Candidates interested in this role must possess certain qualifications to succeed:

• Experience: At least three years spent implementing or supporting FSM/CRM systems, particularly with tools like Zuper, Salesforce, or ServiceMax.

  

• Technical Skills: Experience in configuring HubSpot and a basic understanding of API integrations.

• Documentation Skills: The ability to clearly map business processes and document workflows.

• Soft Skills: Strong communication, project coordination, and problem-solving skills.

Nice-to-Have Skills

While not mandatory, certain skills may give candidates an advantage:

• Familiarity with field service work domains like HVAC or appliance repair.
• Experience in working with ERP systems, particularly Acumatica.
• Background in training users on technical systems.

Work Environment and Benefits

Working at CoreBridge Solutions means entering a collaborative and fast-paced environment where innovation is at the forefront:

• The role is designed to be fully remote, allowing employees to work from any location within India.

• Acknowledging the effort their employees put in, the company offers performance-related bonuses that celebrate significant achievements.

• The organization maintains a commitment to work-life balance, capping work hours at 40 per week.

• It's essential for candidates to be comfortable with a live monitoring system in place aimed at ensuring productivity and a conducive work environment.

Application Process

For those interested in making an impact within the company, a standardized application process is in place:

• Applicants must fill out an application form and submit their CV in PDF format.

• It’s emphasized that the company looks to discover candidates who can substantially contribute to their team's goals.

Overall, the CRM and FSM Implementation Specialist position with CoreBridge Solutions presents an exciting opportunity for qualified professionals looking to optimize systems in a dynamic and supportive environment. With a focus on operational efficiency and a commitment to innovation, this role paves the way for professionals to make significant contributions to organizational success, all while enjoying a flexible work-life balance that remote work offers.

This job offer was originally published on himalayas.app