Crm Systems & Automation Manager – Fintech (remote) (Madhya Pradesh)

Crm Systems & Automation Manager – Fintech (remote) (Madhya Pradesh)

12 Sep
|
Comfi.ai
|
Madhya Pradesh

12 Sep

Comfi.ai

Madhya Pradesh

Location: Remote

Type: Full-time

About Comfi

Comfi gives SMEs in the Middle East the fastest and simplest access to capital. We help suppliers and SMEs across MENA access working capital in hours, not weeks. Whether it is Invoice Financing, Payable Financing, or Dealer Financing, Comfi turns future payments into immediate cash so businesses can operate, grow, and stay in control.

Used across industries like automotive, electronics, F& B, and healthcare, Comfi removes the friction, uncertainty, and delays that come with traditional financing. With $65 M in venture debt facilities and 20% month-over-month growth, Comfi is scaling quickly across the region. We are not trying to fix broken financial processes.

We are completely replacing them with a faster, more accessible and digital way to access capital. The Role

We're looking for a CRM Systems & Automation Manager to own the entire revenue funnel before a customer enters our book.

This is a cross-functional role that sits at the intersection of data, systems, operations, and revenue. You'll work with multiple tools (Hub Spot, Airtable, email tools, internal databases) to ensure every lead, referral, and chance is cleanly structured, traceable, and scalable.

You'll be responsible for designing how new products live outside the core product — and making sure all systems talk to each other correctly, without duplicates, gaps, or broken logic.

This is a systems thinker role for someone who enjoys structuring chaos into clean, reliable flows.

What You'll Do

Own the revenue funnel from lead creation to book entry





Design and maintain data schemas

Ensure clean data flow across Hub Spot, Airtable, email tools, and internal systems

Prevent duplicates, data mismatches, and broken logic across tools

Build and maintain flow charts, CJMs, and system diagrams reflecting real operations

Ensure all stakeholder requirements are accounted for (sales, ops, risk, finance)

Support launch of new revenue products using no-code / low-code tools before full product integration

Write and run SQL queries (Big Query) to validate data, funnels, and edge cases

Use basic Python for data checks, transformations, or automation where needed

Collaborate closely with Revenue, Product, Ops, and Tech teams to ensure scalability

Act as the single source of truth for how leads move through systems and processes

What You Bring

Proven experience with Hub Spot & Airtable and other CRM and ops tools.

Strong systems thinking, you naturally break problems into flows, tables, and logic

Experience designing databases / data structures (tables, relations, IDs, scenarios)

Strong SQL skills and experience with Big Query

Basic Python for data handling or automation

High attention to detail, you notice edge cases others miss

Ability to work independently in a fast-moving environment

Comfort operating between tech, ops, and business teams

Fluent English (written & spoken)

Nice to Have

Experience in Rev Ops, Sales Ops, or Growth Ops

Fintech, Saa S, or marketplace background

Experience documenting systems and processes at scale

Familiarity with automation tools (Zapier, Make, webhooks)

📌 Crm Systems & Automation Manager – Fintech (remote) (Madhya Pradesh)
🏢 Comfi.ai
📍 Madhya Pradesh

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: crm systems & automation manager – fintech (remote) (madhya pradesh) / madhya pradesh