Customer Relationship Management Specialist

Greetings from TRooTech Business Solutions!

Job Title – CRM Consultant

Experience Required – 3+ Years

Job Location

About Company:

We are the thought leaders in the IT industry, envisioning and crafting the best future for clients from across the world using our technological intellect. There stands only one motto--pick up on every opportunity to develop innovative applications for startups and enterprises to grow and advance in the digital space. If the challenge is digital transformation, the solution is TRooTech and nothing less.

Company Website

Job Summary:

We are looking for a highly motivated and detail-oriented individual to join our marketing team as a CRM Specialist. This entry-level role is ideal for someone eager to build a career in digital marketing, with a focus on automation tools and data-driven customer engagement.

• Own and Manage HubSpot CRM

  : Act as the primary HubSpot administrator, managing user access, permissions, data integrity, and platform optimization.

• Setup & Onboarding

  : Handle user provisioning/deprovisioning, and ensure smooth onboarding with proper workflows and training support.

• Workflow & Automation Management

  : Build and refine complex workflows, sequences, and automation across Marketing, Sales, and Service Hubs to streamline lead management and customer engagement.

• CRM Optimization

  : Audit existing setups, identify gaps, and optimize performance, structure, reporting, and automation processes.

• Cross-functional Collaboration

  : Work closely with internal teams (Marketing, Sales, Support, and Product) to gather requirements and develop solutions aligned with business goals.

• Dashboards & Reporting

  : Create custom dashboards and reports to track campaign performance, sales pipelines, and service metrics.

• Integration & API Management

  : Manage and optimize integrations with third-party tools like Talkdesk, Slack, databases, or analytics platforms.

• Process Documentation

  : Maintain clear and up-to-date documentation for workflows, configurations, and processes.

• Training & Support

  : Provide training to internal users and support adoption of best practices across the organization.

• Data Management

  : Ensure data hygiene, segmentation accuracy, and alignment with reporting needs.

• Stay Current

  : Monitor and implement HubSpot updates, beta features, and ecosystem improvements.

• 3 to 5 years of 

  hands-on experience

   managing and administering HubSpot CRM.
• Deep expertise across 

  HubSpot Marketing Hub, Sales Hub, Operation Hub and Service Hub

  .
• Strong experience in 

  workflow automation

  , lead scoring, pipeline management, and customer journey optimization.
• Familiarity with 

  third-party integrations, APIs, and data flows

  .
• Excellent understanding of 

  data segmentation, lifecycle stages, and CRM performance tracking

  .
• Proven ability to work independently and take ownership of HubSpot as a core platform.
• Strong communication skills to convert business requirements into CRM functionality.
• Experience with SQL, webhooks, or custom-coded workflows (preferred).
• HubSpot certifications (Marketing, Sales, Service Hub) are a 

  strong plus

  .

• Experience working in a digital agency or SaaS environment.
• Understanding of customer journey mapping and growth funnel optimization.