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CRM Customization & Automation Specialist

CRM Customization & Automation Specialist

Grad-dreams Education Consulting Pvt. Ltd.Mumbai, MH, in
4 days ago
Job type
  • Quick Apply
Job description

Job Description

Position : CRM Customization & Automation Specialist

Location : Mulund (East), Mumbai

Type : Full-time, Onsite (No remote option)

About Whizstorm Software Technologies :

Whizstorm Software Technologies is a fast-growing EdTech start-up building smart CRM and automation tools for the global IT ecosystem. Our platform powers student journeys, partner networks, and education service providers across borders. As we scale, we're building a robust white-labeled CRM infrastructure to serve multiple brands and partners under one unified system.

Learn more at   www.whizinc.com

Why We’re Hiring :

We’ve recently adopted a next-gen CRM platform to manage multi-brand, multi-user journeys,  and we’re ready to white-label it, build out sub-accounts for our different verticals, and launch high-conversion automations at scale.

Now we need YOU! A  CRM Specialist who’s got hands-on experience with low-code marketing CRMs , automation builders, app integrations, and client journey mapping.

Your Core Responsibilities :

  • Lead CRM customization and architecture for multi-brand sub-accounts
  • Design and implement white-labeled client-facing CRM interfaces
  • Build and manage smart workflows, triggers, and lead automations
  • Integrate CRM with :
  • Website forms and funnels
  • WhatsApp & SMS tools
  • Payment gateways & enrollment systems
  • Email marketing platforms & analytics dashboards
  • Configure appointment calendars, internal pipelines, and sales dashboards
  • Coordinate with design and tech teams to build client onboarding funnels
  • Ensure proper data mapping, tagging, and segmentation for campaign logic
  • Set up lead tracking systems across portals, landing pages, and ad campaigns
  • Collaborate with Sales & Marketing to translate needs into functional automations

Requirements

Skills & Tools You Should Know :

  • Minimum 2 years of CRM implementation experience (marketing or sales CRM)
  • Experience with white-labeled CRMs or SaaS resellers
  • Strong understanding of :
  • Workflow builders (visual logic / triggers / if-then flows)
  • Form builders , calendars, lead scoring
  • Email & SMS automation
  • Sub-account creation and multi-brand account handling
  • Familiar with API integrations, webhooks, Zapier / Pabbly / Make.com / N8N
  • Comfortable working with tools like :
  • WhatsApp API
  • Google Workspace
  • Calendly or in-app calendars
  • Paypal / Razorpay or similar
  • Bonus : Familiarity with CRM apps that bundle funnels, websites, automations, pipelines, email / SMS, AI chat, Wordpress and reviews -  even better if you’ve built systems for agencies or education or tech!
  • Who You Are :

  • Analytical and process-driven with strong attention to detail
  • Capable of understanding user journeys and business logic
  • Fast learner who keeps up with CRM trends and low-code platforms
  • Comfortable training others and documenting CRM processes
  • Open to working on new ideas, multiple brands, and ambitious projects
  • Benefits

    What You'll Love :

  • Ownership of building a multi-brand CRM stack from scratch
  • Deep involvement in the student success journey
  • Being part of a fast-scaling, tech-enabled education brand
  • Cross-functional learning with digital, sales, content & product teams
  • Opportunity to grow into CRM Product Manager or Head of Marketing Tech
  • How to Apply? Follow the Steps :

    STEP 1) Send your CV with a short note describing your CRM and automation experience , plus links or screenshots of past setups (if available) to :   hr@gdx.in  ( Subject : CRM Specialist – October 2025)

    Step 2) Secure your spot for the aptitude test and personal interview. Don’t miss out!

    Click Here : https : / / calendly.com / gradwhiz / grad-dreams-study-abroad-recruitments

    Requirements

    Content Management System, CRMs, Automations, Workflows, AI tools, Lead generation & management.

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