We are looking for a smart, proactive, and tech-savvy CRM & AI Solutions Specialist who enjoys working with clients, exploring recent technologies, and finding innovative solutions to business challenges. The ideal candidate should be an excellent communicator, comfortable handling client interactions, and capable of independently researching, learning, and implementing solutions. This role is ideal for someone who is curious about AI, interested in CRM platforms.
Job Responsibilities:
Client Communication & Onboarding
- Handle client calls, onboarding sessions, and discussions confidently.
- Understand client requirements and provide practical solutions.
- Communicate effectively with clients and internal teams.
CRM & Business Tools
- Work with CRM platforms like HubSpot, Apollo,
Aircall, or similar tools.
- Support CRM setup, integrations, and workflow improvements.
- Troubleshoot issues and identify solutions independently.
AI Tools & Automation
- Explore AI tools to improve efficiency and automate workflows.
- Identify opportunities to implement AI-driven solutions.
- Stay updated with emerging AI technologies.
Research & Problem-Solving
- Independently research tools, challenges, and solutions.
- Take ownership of tasks and ensure timely execution.
- Demonstrate curiosity, adaptability, and a proactive approach.
📌 CRM Specialist (Mumbai)
🏢 Insidea
📍 Mumbai
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