NEXA is looking for a CRM Specialist to join our CRM team. This is a role for a potential candidate who has technical experience in the setup, maintenance, and optimisation of the HubSpot CRM system with a solid understanding of its functionalities including Sales, Marketing, and Service Hubs.

In this role you will be implementing and optimising HubSpot CRM solutions for clients across different industries, based on solution designs and project briefs, delivering the training that brings client teams onto the system, and contributing ideas to improve performance over time

.

To qualify for this role, you should be comfortable with meeting tight deadlines, maintaining high standards of quality and working in a fast-paced environment capable of using AI tools in your day-to-day implementation work to speed up delivery, improve quality and enhance the impact of your solutions. You demonstrate a strong team work attitude, consideration, and a willingness to go the extra mile to deliver quality work in the CRM spher

**e.

Key Responsibilit**

ies1. Implementation & D

- ataConfigure HubSpot (objects, properties, pipelines, workflows, emails, forms, reports) according to solution designs and project brie
- fs.Clean, prepare and import data; maintain accurate, de-duplicated recor
- ds.Set up accounts to support Sales, Marketing and Service teams' processes and KP

Is.2. Automation, Reporting &

- AIBuild and maintain workflows, campaigns and other automation to support client goa
- ls.Create dashboards and reports to track key performance metri
- cs.Use NEXA AI Lab and other approved AI tools in day-to-day work (configuration support, documentation, QA, analysis, optimisatio

n).3. Training, Support & Retain

- ersLead training and onboarding sessions with client users on the setup you have configured. Prepare the session, run it,



and share the recording and documentation afterwar
- ds.Assist senior team members with demos and onboarding handove
- rs.Provide technical support on HubSpot for client users and help resolve portal issu
- es.Answer technical questions on the setup you have built directly. On support contracts, manage the day-to-day technical communication with client use
- rs.Contribute to ongoing improvements and monthly/quarterly optimisation work for retainers, including structured reviews of retained portals covering configuration health and user acce

ss.4. Quality Assurance & Documentat

- ionPerform thorough self-QA on all builds before CRM Project Manager review, testing real-world scenarios and edge cas
- es.Log QA status and findings in project trackers and resolve issues prompt
- ly.Set completed tasks to In Review for the CRM Project Manager to clo
- se.Keep configuration notes and change logs up to date so the wider team has clear visibili

ty.5. Project Tracking, Scope & Escalat

- ionUpdate the project tracker daily as work progresses, so status, blockers and next steps are current without anyone having to ask for th
- em.Log client requests that fall outside agreed scope and pass them to the CRM Project Manager. Scope, timeline, pricing and contract questions are answered by the CRM Project Manag
- er.Raise blockers on the day you identify them, stating what is needed, who can resolve it, and by when. Flag a projected overrun before the estimate is breach

**ed.





Required Ski**

- lls Ability to independently and confidently set up the HubSpot CRM for clie
- nts.Actively listen to and understand a client's business goals, challenges, and desired outco
- mes.Independently conduct training sessions and demos, with the knowledge about how to use HubSpot effectiv
- ely.Accountable to monitor progress, address issues, and offer support to help clients use HubS
- pot.Proactive in picking up HubSpot knowledge and applying critical thinking/problem-solving skills to manage basic HubSpot implementati
- ons.Capable of using AI tools in day-to-day implementation work to support configuration, documentation, QA and optimisation ta
- sks.Comfortable experimenting with new AI-driven features and incorporating them into day-to-day workfl

**ows.

Required Qualificat**

- ions:Minimum of 2-3 years of agency experi
- ence.Bachelor's degree or higher in a related f
- ield.Proven experience of delivering client training or onboarding sess
- ions.Experience with other CRM systems in addition to HubSpot (Salesforce, MS Dynamics, Braze, Zoho, Odoo, Adobe Campaigns/Marketo) is a
- plus.Knowledge of developer tools, API integrations, and/or webhooks would be considered a
- plus.Proven ability to excel both independently and as part of a
- team.Excellent communication in English, both written and verbal, to convey technical information to non-technical u
- sers.Robust analytical and problem-solving sk
- ills.Attention to detail and a commitment to data accu
- racy.Ability to professionally interact with all staff and management mem
- bers.Tech savviness and the ability to quickly and constantly learn new products and proce
- sses.Can manage simultaneous software implementations for multiple clients at the same

time.

📌 CRM Specialist (HubSpot) (India)
🏢 Nexa - Digital Marketing
📍 India