Job Description
Role Overview
- We are seeking a highly organized, technically inclined CRM Implementation Specialist to assist with the setup, customization, and optimization of our CRM and support systems.
- This role is responsible for the end-to-end implementation of platforms, including Freshsales, Freshdesk, and Freshservice, ensuring they are fully aligned with business processes and operational goals.
Key Responsibilities
- Assist with the full-cycle implementation of Freshsales, Freshdesk, and Freshservice
- Configure pipelines, ticketing systems, service workflows, and automation
- Customize fields, modules, and system structure to fit business needs
- Design and implement automation across sales and support processes
- Build workflows for: Assist management, Deal progression,Ticket routing and escalation
- Integrate communication channels (WhatsApp, email, SMS, where applicable)
- Ensure smooth day-to-day operation of all systems
- Monitor data accuracy, system usage, and performance
- Continuously optimize processes for efficiency and scalability
- Support integrations with third-party tools (e.g., telephony, WhatsApp API, forms)
- Work with APIs/webhooks where necessary
- Coordinate with developers for advanced customizations
- Test all configurations before deployment
- Identify and resolve bugs or workflow gaps
- Ensure all systems meet expected functional requirements
- Document system configurations and processes
- Train internal teams on how to use the systems effectively
- Provide ongoing support and troubleshooting
Qualifications
- Interested candidates should possess a Bachelor's Degree or HND with 3 years experience.
Required Skills & Qualifications:
- Proven experience implementing CRM or helpdesk systems
- Strong working knowledge of:
- CRM pipelines and automation
- Ticketing systems and SLAs. Pipeline. HubSpot. Salesforce. Zendesk. Zoho. Freshworks, Freshsales, Freshservice.
- Familiarity with the Freshworks ecosystem (preferred)
- Strong analytical and problem-solving skills
- Excellent communication and documentation ability
Technical Skills (Preferred):
- Experience with:
- APIs and webhooks
- Workflow automation tools
- Data structuring and reporting
- Basic understanding of:
- System integrations
- SaaS platforms