Crm Engineer

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