Customer Relationship Management Specialist

About Open :

OPEN is a leading connected finance platform that empowers finance teams to manage their cashflow

better by managing all their business finance systems, right from banking to accounting ERP, payments,

CRM, HRMS etc. - in one place.

OPEN, India's 100th Unicorn, has been awarded the ‘Best Workplace 2024’ by IEEE in 2024. And was

recognised by Forbes India and D Globalist’s as 'Top 10 companies among 200 Companies' and was featured

in IDFC FIRST Private Hurun India's Top 200 Self-made Entrepreneurs of the Millennia 2023. OPEN was also

the recipient of 'Best Digital Banking Solution' from the Global Fintech Fest in 2022 and had won the 'Most

Innovative Neo Bank' & the 'Most Innovative Digital Bank' at the Indian Fintech Awards in 2021 & Internet and

Mobile Association of India (IAMAI) respectively.

We are currently home to some of the smartest & brightest 500+ minds in the fintech space. OPEN is a Series

D funded startup backed by leading international funds like Temasek, Google, Tiger Global, IIFL Finance Ltd.,

SBI Holdings Japan, 3one4 Capital, Speed Invest, Beenext, Tanglin Venture Partner Advisors & Angellist to

name a few. And to build and strengthen this superpower, we’re on the lookout for an amazing Hubspot Implementation Specialist

Experience : - 4+

Location : - Bangalore

Responsibilities : Position Overview :

The CRM Specialist will be responsible for managing and optimizing our HubSpot CRM

system and other CRMs to enhance customer relationship management, improve sales

processes, and drive marketing automation. The ideal candidate will possess in-depth

knowledge of HubSpot’s CRM and marketing tools, with a proven track record of

implementing CRM strategies to support business objectives.

Administer and maintain the HubSpot CRM system, ensuring data accuracy and integrity

Configure and customize settings, properties, and pipelines in internal CRMs to align with business needs

Develop and implement CRM strategies and workflows to streamline processes and improve efficiency

Provide training and support to team members on using HubSpot effectively, including best practices and new features.

Integrate HubSpot with other software applications and tools to streamline operations and enhance functionality

Set up and manage automation workflows for lead scoring, follow-ups, and task assignments

Requirements

Proven experience working with HubSpot CRM, including certification in HubSpot

CRM (HubSpot CRM Specialist or similar certification preferred)

Strong understanding of CRM principles, marketing automation, and sales processes.

Excellent analytical skills with the ability to interpret data and make data-driven decisions

Strong communication skills and ability to collaborate with multiple teams

Why work at Open?

You will be part of the early tribe that is changing the way business banking rolls.

Every atom of your work will impact the way millions of businesses are run.

You will work with some of the brightest minds who will celebrate your quirks.

You will find growth & fun to be two-way streets - how you thrive and the way you jive, in turn drives Open.