CRM Engineer

2 days ago

Mohali, Punjab, India Lytegen Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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 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 :

  • 510 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 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

Location: Mohali, India

Type: Full-Time | On-site Preferred

Shift: Nighttime (U.S. Hours 8:30 PM 5:30 AM IST)

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