CRM & Integrations

We are looking for a CRM & Integrations professional with 2 years of relevant experience to configure, manage, and maintain Close CRM for our sales and marketing teams. The ideal candidate should have hands-on experience with CRM administration, workflow configuration, data management, and basic software integrations. The role involves working closely with product and development teams to support API-based integrations and automation using Python.

Key Responsibilities

• Configure, manage, and maintain Close CRM to support sales and marketing operations.
  

• Create and manage contacts, opportunities, custom fields, pipelines, and related CRM records.
  

• Configure and maintain email templates, SMS templates, and workflow automations.
  

• Set up and support integrations between Close CRM and platforms such as Salesmsg, Typeform, Jotform, and internal applications.
  

• Test API integrations, validate data flows, and troubleshoot integration issues.
  

• Write, modify, and maintain basic Python scripts for automation and integration tasks.
  

• Work with REST APIs, JSON, and webhooks to support data exchange between systems.
  

• Investigate CRM-related issues and coordinate with product and development teams to resolve them.
  

• Perform data imports, cleanup, deduplication, and validation to maintain CRM data accuracy.
  

• Maintain documentation of CRM configurations, workflows, integrations, and troubleshooting procedures.
  

Requirements