Sales Tech Specialist (CRM & Automation)

Department Icon IT / Software Development & Related
Posted: 1 year ago
3-7 years
Goa, Panaji
IT / Software Development & Related
Work from Office
Full Time

Posted: 1 year ago
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Job Description

    As a Sales Tech Specialist (CRM & Automation), your role is to own and optimize the sales technology stack, including HubSpot, Close, Zapier, and Google Workspace. You will be the go-to technical expert ensuring that tools run at peak performance, data is clean and accessible, and the sales team can focus on selling effectively.

    Key Responsibilities:

    • Administer and optimize HubSpot and Close by managing pipelines, workflows, routing, permissions, and deduplication.
    • Build and maintain automations and integrations using Zapier and other tools.
    • Troubleshoot tool issues and provide Tier-1/2 support for sales users.
    • Create quick guides and trainings to facilitate the adoption of new features.
    • Enforce data standards and maintain accurate and reliable reporting dashboards.
    • Conduct QA/testing before implementing changes, maintain change logs, and have rollback plans in place.
    • Keep systems up-to-date, reliable, and ensure full utilization.

    Qualifications Required:

    • Hands-on experience as a HubSpot or Close Admin (or both).
    • Strong skills in Zapier, including error handling, webhooks, and APIs.
    • Advanced knowledge of Google Sheets, including formulas, queries, pivots (knowledge of Apps Script is a plus).
    • A QA/testers mindset to identify errors before production, and ability to communicate and document effectively.
    • Passion for optimizing tools to enhance team efficiency.

    Success is achieved when:

    • CRM and automation systems work seamlessly with minimal downtime.
    • Data is clean, accurate, reliable, and easily accessible to the sales team.
    • Sales team feedback indicates that tools are simplifying their tasks.
    • Duplicate and dirty data rates consistently remain low.
    • Automations save time and reduce manual work for the team.

    Nice-to-Haves:

    • Experience with additional automation platforms (e.g. Make, Integromat).
    • Familiarity with enrichment or deduplication tools.
    • Exposure to broader revenue operations (RevOps).

    Location / Compensation / Benefits: To be defined as per company policy.,

Skills

SalesSales TeamAutomation PlatformsEnrichment ToolsHubSpotGoogle SheetsGoogle WorkspaceDeduplication ToolsQAtestingAPIsZapierClose

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About Company

Webware builds software to help agencies scale without adding overhead. We're the only platform that combines all the tools agencies need into one simple, beautiful, and unified solution.

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