CRM & AI Solutions Specialist

This is a fully remote position, open to applicants in India.

📋 Description

• Manage client communications, including calls, onboarding sessions, and discussions.

• Grasp client needs and deliver effective solutions.

• Maintain clear communication with clients and internal teams.

• Utilize CRM tools such as HubSpot, Apollo, Aircall, or similar platforms.

• Assist with CRM setup, integrations, and enhancements to workflows.

• Diagnosed issues and independently find solutions.

• Investigate AI tools to boost efficiency and streamline workflows.

• Discover opportunities to implement AI-powered solutions.

• Keep abreast of the latest advancements in AI technologies.

• Conduct independent research on tools, challenges, and solutions.

• Take initiative on tasks and ensure they are completed in a timely manner.

⛳️ Requirements

• Exceptional verbal and written communication abilities.

• Confidence in managing client interactions and onboarding sessions.

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

• Proactive and self-motivated with the capability to work independently.

• Genuine enthusiasm for AI, automation, and new technologies.

• Quick adaptability to new software and business tools.

• Excellent organizational skills with the capacity to juggle multiple tasks.

• Solution-focused mindset with a high degree of ownership and accountability.

• Prior experience with HubSpot is highly preferred.

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

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

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

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

🏝️ Benefits

• Fully remote work setup.

• Opportunity to collaborate with a Top 10 Elite HubSpot Solutions Partner.

• Gain exposure to digital marketing and HubSpot solutions.

• Chance to explore and implement AI-driven solutions.

• Work with clients and internal teams in a global, diverse organization.