Crm Specialist – Customization & Automation

Year    Mumbai, Maharashtra, India

Job Description

Position: CRM Specialist - Customization & Automation
Location: Mulund (East), Mumbai
Type: Full-time, Onsite (No remote option)
About Whizstorm Software Technologies:
Whizstorm Software Technologies is a fast-growing EdTech start-up building smart CRM and automation tools for the global higher education ecosystem. Our platform powers student journeys, partner networks, and education service providers across borders. As we scale, we're building a robust white-labeled CRM infrastructure to serve multiple brands and partners under one unified system.
Learn more at
Why We're Hiring:
We've recently adopted a next-gen CRM platform to manage multi-brand, multi-user journeys--and we're ready to white-label it, build out sub-accounts for our different verticals, and launch high-conversion automations at scale.
Now we need YOU--a CRM Specialist who's got hands-on experience with low-code marketing CRMs, automation builders, app integrations, and client journey mapping.
Your Core Responsibilities:

  • Lead CRM customization and architecture for multi-brand sub-accounts
  • Design and implement white-labeled client-facing CRM interfaces
  • Build and manage smart workflows, triggers, and lead automations
  • Integrate CRM with:
  • Website forms and funnels
  • WhatsApp & SMS tools
  • Payment gateways & enrollment systems
  • Email marketing platforms & analytics dashboards
  • Configure appointment calendars, internal pipelines, and sales dashboards
  • Coordinate with design and tech teams to build client onboarding funnels
  • Ensure proper data mapping, tagging, and segmentation for campaign logic
  • Set up lead tracking systems across portals, landing pages, and ad campaigns
  • Collaborate with Sales & Marketing to translate needs into functional automations
Requirements
Skills & Tools You Should Know:
  • Minimum 2 years of CRM implementation experience (marketing or sales CRM)
  • Experience with white-labeled CRMs or SaaS resellers
  • Strong understanding of:
  • Workflow builders (visual logic / triggers / if-then flows)
  • Form builders, calendars, lead scoring
  • Email & SMS automation
  • Sub-account creation and multi-brand account handling
  • Familiar with API integrations, webhooks, Zapier / Pabbly / Make.com / N8N
  • Comfortable working with tools like:
  • WhatsApp API
  • Google Workspace
  • Calendly or in-app calendars
  • Paypal/Razorpay or similar
  • Bonus: Familiarity with CRM apps that bundle funnels, websites, automations, pipelines, email/SMS, AI chat, Wordpress and reviews - even better if you've built systems for agencies or education or tech!
Who You Are:
  • Analytical and process-driven with strong attention to detail
  • Capable of understanding user journeys and business logic
  • Fast learner who keeps up with CRM trends and low-code platforms
  • Comfortable training others and documenting CRM processes
  • Open to working on new ideas, multiple brands, and ambitious projects
Benefits
What You'll Love:
  • Ownership of building a multi-brand CRM stack from scratch
  • Deep involvement in the student success journey
  • Being part of a fast-scaling, tech-enabled education brand
  • Cross-functional learning with digital, sales, content & product teams
  • Opportunity to grow into CRM Product Manager or Head of Marketing Tech
How to Apply? Follow the Steps:
STEP 1) Send your CV with a short note describing your CRM and automation experience, plus links or screenshots of past setups (if available) to: (Subject: CRM Specialist - October 2025)
Step 2) Secure your spot for the aptitude test and personal interview -- don't miss out!
Click Here:

Skills Required

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Job Detail

  • Job Id
    JD4483539
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year