Implementation Specialist
2 days ago
About the Role
We are looking for an Implementation Specialist with hands-on experience in Freshworks (Freshdesk, Freshsales, Freshservice) and HubSpot CRM/Marketing. The ideal candidate will be responsible for leading client onboarding, configuring systems, integrating workflows, and ensuring a smooth adoption of the platforms for business needs.
Key Responsibilities
- Lead end-to-end implementation of Freshworks and HubSpot solutions for clients.
- Work closely with clients to gather business requirements and map them to system functionalities.
- Configure workflows, pipelines, automation rules, and reporting dashboards.
- Manage data migration, integrations, and third-party tool connections.
- Provide product training and best practices to client teams.
- Collaborate with internal teams (Sales, Customer Success, Technical Support) to ensure seamless delivery.
- Troubleshoot implementation issues and provide proactive solutions.
- Maintain documentation of processes, configurations, and customizations.
- Stay updated on new features/releases in Freshworks and HubSpot and recommend optimizations.
Qualifications & Skills
- 2 to 4 years of experience in CRM/Helpdesk/Marketing Automation implementation.
- Proven experience in Freshworks Suite (Freshdesk, Freshsales, Freshservice) and HubSpot CRM/Marketing Hub.
- Strong knowledge of CRM workflows, sales pipelines, and automation.
- Hands-on experience with API integrations, webhooks, and third-party tools is a plus.
- Excellent analytical, problem-solving, and communication skills.
- Ability to manage multiple projects and deadlines simultaneously.
- Client-facing experience with strong presentation & training skills.
Preferred
- Freshworks or HubSpot certifications is plus
- Experience with SaaS implementation in B2B environments.
Why Join Us?
- Opportunity to work with leading SaaS platforms.
- Exposure to diverse client industries and business challenges.
- Collaborative work culture with career growth opportunities.
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