CRM Engineer

Lytegen is at the forefront of the solar energy revolution, providing exceptional solutions to homeowners looking to transition to renewable energy. As we continue to grow, we are searching for a passionate and skilled CRM Engineer who will play a vital role in optimizing and evolving our customer relationship management systems.

Role Overview

The CRM Engineer will be responsible for the design, implementation, and maintenance of our CRM platform, ensuring it aligns with our business goals and enhances customer engagement. The ideal candidate will have a deep understanding of CRM systems, along with the ability to integrate them into our existing infrastructure, improve user experience, and drive our sales and support efforts.

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

Requirements

Benefits

Benefits

Skills Required

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