CRM Engineer / Solutions Architect (Automation & Workflow Buildout)

LytegenSahibzada Ajit Singh Nagar, PB, IN

4 days ago

Job type

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Job description

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

5–10 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 Node.js 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.

KPIs / Success Metrics

Fully functional, documented Insightly ecosystem across all departments.

95%+ automation uptime and data accuracy.

Reduction in manual entry and process time per department.

Complete documentation for all integrations and automations.

Rapid response and resolution time for system issues or change requests.

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.

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Solution Architect • Sahibzada Ajit Singh Nagar, PB, IN