About CRMSix
CRMSix is one CRM for customer service and sales. It covers support cases, live chat, knowledge, pipeline and quotes, plus orders, invoices with GST, online payments and contracts, with workflow automation and AI assistants built in. Teams use it to run their whole customer relationship in one place, in six languages.
More info visit - https://crmsix.com
The role
You'll be the person recent customers work with from the day they sign up until CRMSix runs their business. You'll set up their organization, move their data in, train their teams and answer their support tickets. You'll also tell the product team what customers need next.
What you'll do
- Run onboarding for new customers: configure users, profiles, support teams, sales stages, quote templates and invoice settings.
- Import customer data from spreadsheets and other CRMs (accounts, contacts, cases, deals) and check that it's correct.
- Build workflow rules, validation rules, email templates and reports with customers so their processes run on their own.
- Set up integrations: Razorpay and Stripe payments, Google Calendar and Meet,
single sign-on and AI assistants.
- Answer support tickets, starting with priority tickets from Professional and Enterprise customers, and see them through to a fix.
- Run demos and training calls, and keep help articles accurate as features change.
- Spot accounts at risk, or ready to upgrade, and work with sales on renewals.
What you'll bring
- 2+ years in customer success, implementation, or support for a SaaS or CRM product (Salesforce, Zoho, HubSpot, Freshworks or similar).
- Comfort configuring software without code: fields, automation rules, reports.
- Clear written and spoken English. Hindi or Bengali is a plus.
- A habit of writing things down, so the next customer gets the answer faster.
- Bonus: Salesforce Administrator or a similar certification, CSV/Excel skills, basic SQL, or knowledge of GST invoicing.
Pay: ₹269,000.00 - ₹2,500,000.00 per year
Benefits:
- Flexible schedule
- Paid sick time
Work Location: Remote
📌 Customer Success & Implementation Specialist (India)
🏢 CRMSix
📍 India