CRM Engineer

Lytegen is at the forefront of the solar energy revolution, providing exceptional solutions to homeowners looking to transition to renewable energy. As we continue to grow, we are searching for a passionate and skilled CRM Engineer who will play a vital role in optimizing and evolving our customer relationship management systems.

Role Overview

The CRM Engineer will be responsible for the design, implementation, and maintenance of our CRM platform, ensuring it aligns with our business goals and enhances customer engagement. The ideal candidate will have a deep understanding of CRM systems, along with the ability to integrate them into our existing infrastructure, improve user experience, and drive our sales and support efforts.

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.

• 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.
  

Benefits

• Competitive salary package aligned with experience.
• Opportunity to lead IT operations for a fast-growing international company.
• Exposure to global teams and international projects.
• Ability to build and shape IT processes from the ground up.
• Career growth opportunities in leadership and technical specialization.
• Collaborative, high-performance culture that values innovation and results.