▷ [06/11/2025] CRM Engineer / Solutions Architect (Automation & Workflow Buildout)

CRM Engineer / Solutions Architect (Automation & Workflow Buildout) Location: Mohali / Chandigarh, India Type: Full-Time | On-site Preferred Shift: Nighttime (U.S. Hours – 8:30 PM – 5:30 AM IST) About the Role We’re hiring a CRM & Systems Engineer to own and architect our entire Insightly ecosystem — from the ground up. You’ll lead the end-to-end design, automation, and integration of Insightly with all core business systems (Sales, Operations, Finance, Marketing, and Support). This is a hybrid technical + operational role: part software engineer, part process architect, part business analyst. You’ll turn complex business workflows into scalable, automated systems that power a $25 M+ solar organization operating across India and the U.S. Key Responsibilities - Architect & Build: Lead the Insightly CRM buildout, including pipelines, automations, and custom objects for every department. - Integrate Systems: Connect Insightly with third-party tools (Ascent, Convoso, Dialpad, Google Workspace, QuickBooks, marketing platforms) via APIs, webhooks, and middleware (Zapier, Make, or custom code). - Automate Workflows: Develop scripts and integrations in JavaScript, Python, or Node.js to streamline approvals, lead routing, and reporting. - Data Engineering: Design data flow and structure between CRMs, dialers, and financial systems to ensure integrity and eliminate duplication. - Dashboarding: Build advanced analytics and KPI dashboards inside Insightly and Google Data Studio for visibility across departments. - System Reliability: Create validation logic, exception alerts, and backups to ensure data accuracy. - Documentation: Maintain complete technical documentation, architecture diagrams, and SOPs for all automations and integrations. - Process Translation: Work with leadership and department heads to convert real-world workflows into clean, system-based logic. - Optimization: Continuously audit, refactor, and improve existing automations and APIs for efficiency and stability. - Cross-Department Collaboration: Serve as the technical bridge between Operations, IT, and Finance to ensure seamless cross-system performance. Skills & Qualifications - 5–10 years of combined experience in CRM engineering, systems integration, or automation development. - Deep hands-on experience with Insightly, HubSpot, or Salesforce CRM configuration and API customization. - Strong working knowledge of: - JavaScript, Python, or Node.js for custom logic and automation. - REST APIs, JSON, and Webhooks for data exchange. - Zapier / Make (Integromat) for low-code automation. - SQL / Google Sheets / Data Studio for analytics and reporting. - Experience building scalable, multi-department systems across operations, sales, and finance. - Excellent understanding of data architecture, field mapping, and system design principles. - Clear communicator capable of documenting processes and leading technical discussions with non-technical teams. - Background in solar, SaaS, or process-heavy operational environments is a strong plus. - Highly detail-oriented with strong debugging, QA, and version-control discipline. KPIs / Success Metrics - Fully functional, documented Insightly ecosystem across all departments. - 95%+ automation uptime and data accuracy. - Reduction in manual entry and process time per department. - Complete documentation for all integrations and automations. - Rapid response and resolution time for system issues or change requests. Ideal Candidate You’re a technical problem-solver and systems architect who thrives in high-complexity, high-impact environments. You understand both business workflows and the code that powers them — and you love turning manual chaos into automated precision. You think in architecture diagrams, build in code, and document like an engineer.