Technology and CRM Integration Specialist

Summary

Join us as a Technology and CRM Integration Specialist to lead the integration of CRM and related sales technology systems, unifying customer data, optimizing sales workflows, and ensuring seamless system interoperability.

Requirements

• Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field
• 5+ years of experience with CRM systems (Salesforce, HubSpot, etc.) and related sales technologies; previous experience with CRM integration and data migration projects is highly preferred
• Experience in cybersecurity and managed security services domain implementing CRM systems
• Proficiency in CRM platform Salesforce, with the ability to customize, configure, and integrate various CRM tools
• Knowledge of integrating CRM systems with ERP platforms SAP, NetSuite
• Strong understanding of database management, data migration best practices, and ETL (Extract, Transform, Load) processes
• Familiarity with APIs and integration platforms (e.g., Mulesoft, Zapier, Dell Boomi) is a plus
• Proficient in SQL, Excel, and data visualization tools for analyzing and reporting on data

Responsibilities

• Design and implement CRM integration strategies to unify customer data, including lead, account, and sales pipeline information
• Coordinate with IT and sales operations teams to establish integration requirements and ensure technical compatibility across systems
• Develop and execute data migration plans, ensuring data accuracy, security, and continuity throughout the integration process
• Conduct data cleansing, deduplication, and enrichment processes to ensure accurate and complete customer records
• Define and maintain data quality standards, working closely with data governance teams to monitor data integrity across both organizations
• Implement automated data validation and error handling processes, minimizing disruptions during the integration
• Analyze and optimize sales workflows within the CRM, ensuring alignment with integrated processes and improving operational efficiency
• Support sales teams by configuring CRM settings, dashboards, and reports to reflect the merged organization’s sales structure and goals
• Provide insights and recommendations on how to improve user experience, streamline processes, and enable sales teams to operate effectively within the integrated system
• Collaborate with IT, sales, marketing, and customer success teams to ensure all integration needs and technical requirements are met
• Act as a liaison between technical and non-technical stakeholders, translating requirements into actionable integration tasks
• Coordinate with external vendors and consultants as needed, ensuring timely and effective delivery of integration-related tasks
• Develop training materials and documentation for end-users, explaining new CRM features, changes to workflows, and best practices
• Conduct user training sessions and provide ongoing support to ensure a smooth transition for all sales team members
• Document integration processes, configurations, and troubleshooting steps to maintain a comprehensive knowledge base for future reference

Preferred Qualifications

• Project Management: Experience managing projects, particularly those involving cross-functional stakeholders and complex data migrations
• Communication: Strong interpersonal skills with the ability to clearly communicate technical information to both technical and non-technical audiences
• Problem Solving: Analytical mindset with a focus on troubleshooting, resolving issues, and improving processes
• Attention to Detail: High level of accuracy and attention to detail, particularly in data handling and documentation