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

KPIs / Success Metrics

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.

Skills Required

Salesforce, google sheets , Node.js, Json, Hubspot, Sql, Javascript, Rest Apis, Python