Location: Mohali / Chandigarh, IndiaType: Full-Time | On-site PreferredShift: 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.
