Job Description

CRM Engineer / Solutions Architect (Automation & Workflow Buildout)
Location: Mohali / Chandigarh, India
Type: Full-Time | On-site Preferred
Shift: Nighttime (U.S. Hours - 8:30 PM - 5:30 AM IST)
About the Role
We're hiring a CRM & Systems Engineer to own and architect our entire Insightly ecosystem -- from the ground up.
You'll lead the end-to-end design, automation, and integration of Insightly with all core business systems (Sales, Operations, Finance, Marketing, and Support).
This is a hybrid technical + operational role: part software engineer, part process architect, part business analyst.
You'll turn complex business workflows into scalable, automated systems that power a $25 M+ solar organization operating across India and the U.S.
Key Responsibilities

• Architect & Build: Lead the Insightly CRM buildout, including pipelines, automations, and custom objects for every department.
• Integrate Systems: Connect Insightly with third-party tools (Ascent, Convoso, Dialpad, Google Workspace, QuickBooks, marketing platforms) via APIs, webhooks, and middleware (Zapier, Make, or custom code).
• Automate Workflows: Develop scripts and integrations in JavaScript, Python, or Node.js to streamline approvals, lead routing, and reporting.
• Data Engineering: Design data flow and structure between CRMs, dialers, and financial systems to ensure integrity and eliminate duplication.
• Dashboarding: Build advanced analytics and KPI dashboards inside Insightly and Google Data Studio for visibility across departments.
• System Reliability: Create validation logic, exception alerts, and backups to ensure data accuracy.
• Documentation: Maintain complete technical documentation, architecture diagrams, and SOPs for all automations and integrations.
• Process Translation: Work with leadership and department heads to convert real-world workflows into clean, system-based logic.
• Optimization: Continuously audit, refactor, and improve existing automations and APIs for efficiency and stability.
• Cross-Department Collaboration: Serve as the technical bridge between Operations, IT, and Finance to ensure seamless cross-system performance.

Skills & Qualifications

• 5-10 years of combined experience in CRM engineering, systems integration, or automation development.
• Deep hands-on experience with Insightly, HubSpot, or Salesforce CRM configuration and API customization.
• Strong working knowledge of:

• JavaScript, Python, or Node.js for custom logic and automation.
• REST APIs, JSON, and Webhooks for data exchange.
• Zapier / Make (Integromat) for low-code automation.
• SQL / Google Sheets / Data Studio for analytics and reporting.
• Experience building scalable, multi-department systems across operations, sales, and finance.
• Excellent understanding of data architecture, field mapping, and system design principles.
• Clear communicator capable of documenting processes and leading technical discussions with non-technical teams.
• Background in solar, SaaS, or process-heavy operational environments is a strong plus.
• Highly detail-oriented with strong debugging, QA, and version-control discipline.

KPIs / Success Metrics

• Fully functional, documented Insightly ecosystem across all departments.
• 95%+ automation uptime and data accuracy.
• Reduction in manual entry and process time per department.
• Complete documentation for all integrations and automations.
• Rapid response and resolution time for system issues or change requests.

Ideal Candidate
You're a technical problem-solver and systems architect who thrives in high-complexity, high-impact environments.
You understand both business workflows and the code that powers them -- and you love turning manual chaos into automated precision.
You think in architecture diagrams, build in code, and document like an engineer.

Skills Required