CRM Product Implementation Specialist
2 weeks ago
Role Summary
- The CRM Product Implementation Specialist is a client-centric technical role responsible for ensuring successful deployment, configuration, and adoption of Superleap AI CRM for enterprise clients.
- You will act as the product subject matter expert (SME), bridging the gap between client requirements and technical execution. With a deep understanding of front-end, back-end, APIs, and webhooks in Sales CRM, you will design workflows, create requirement documents, and configure client-specific solutions.
- This role requires a strong balance of technical knowledge and client coordination skills, ensuring clients not only get a fully functional CRM but also receive guidance on best practices, customization, and long-term scalability.
Your Daily Adventures
Client Implementation & Customization
- Lead end-to-end CRM implementations for enterprise clients.
- Analyze client sales processes and convert them into requirement documents (BRD/FRD).
- Configure workflows, pipelines, roles, and automation on Superleap's platform.
- Customize client processes using JavaScript and extend capabilities via APIs and webhooks.
- Ensure data migration, validation, and mapping align with best practices.
- Leverage low-code/no-code tools within Superleap to accelerate delivery.
Client Engagement & Consulting
- Act as the primary technical liaison with client stakeholders during implementation.
- Conduct discovery workshops to gather business requirements and translate them into solutions.
- Recommend CRM best practices for sales processes, reporting, and integration.
- Provide ongoing consultation and support during client onboarding and adoption.
Training & Documentation
- Create client-facing requirement documentation, playbooks, and process guides.
- Conduct training sessions for end-users, admins, and client technical teams.
- Enable client-side admins to perform basic configurations and customizations.
Collaboration & Feedback Loop
- Work with Engineering & Product teams to translate client needs into roadmap inputs.
- Partner with Sales & Customer Success to support account growth and renewals.
- Share feedback and insights to continuously improve implementation methodology.
What Do You Bring?
- Bachelor's degree in Computer Science, Engineering, or related field.
- 2–5 years of proven experience in implementing Sales CRM products
Strong understanding of:
Frontend & Backend workflows in CRM systems.
-
APIs & webhooks for integrations.
-
Data structures & sales process automation.
- Hands-on knowledge of JavaScript for CRM front-end customizations.
- Familiarity with low-code/no-code platforms is a plus.
- Strong client coordination and stakeholder management skills.
- Proven ability to create requirement documents (BRD, FRD, Solution Design).
- Excellent communication and problem-solving skills.
Perks, Benefits & Growth
- Work directly with founders and senior leadership in a fast-growing SaaS startup.
- Attractive ESOPs offering ownership in the company.
- Competitive salary and performance-based incentives.
- High learning curve—become a Superleap product SME.
- Opportunity to shape CRM implementation playbooks from the ground up.
- Career growth into Implementation Lead / Solutions Architect roles.
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