Integration Specialist

As an Integration Specialist at Chargebee, you will ensure a world-class onboarding experience by enabling smooth and scalable integrations with CRMs (like Salesforce and HubSpot) and Accounting tools (like Netsuite, QuickBooks, and Xero). You will serve as a technical subject matter expert across Chargebee’s native connectors, playing a pivotal role in integration design, implementation, troubleshooting, and customer enablement.

You will collaborate closely with the Product, Engineering, Implementation, and Data teams to

continually enhance integration capabilities, drive customer satisfaction, and reduce time to value (TTV).

Key Responsibilities

🧠 Integration Discovery & Design

● Analyze customer workflows and integration objectives during the discovery phase.

● Document detailed use-cases in a SOW/ Design Document.

● Identify integration gaps requiring middleware or custom development.

🛠 Solutioning & Best Practices

● Recommend best practices for integrating Chargebee with Salesforce, HubSpot, Netsuite, etc.

● Guide customers on mapping fields, object relationships, and syncing logic (e.g., invoice sync, subscription lifecycle mapping).

🧪 Sandbox Validation & Testing

● Help customers connect their CRM/Accounting sandbox with Chargebee sandbox.

● Validate all agreed-upon use-cases using test data and Chargebee’s integration suite.

● Maintain a robust pre-go-live checklist and ensure customer sign-off.

🔍 Troubleshooting & Triage

● Conduct first-level triaging using logs, Postman API calls, and DB queries.

● Identify root causes and collaborate with Engineering where required.

● Minimize Engineering dependencies by building technical troubleshooting muscle within the

team.

🚀 Go-Live Support

● Assist customers in going live by connecting their production CRM/Accounting instance with

Chargebee.

● Ensure all integrations are functional and production-ready through rigorous UAT.

🔁 Continuous Improvement & Feedback Loop

● Track integration bugs and raise them through internal Jira workflows with clear replication

steps.

● Identify enhancements and feature requests and loop them back to Product.

● Stay updated with connector version releases and educate customers accordingly.

🌐 Cross-Team Collaboration

● Work closely with Implementation Consultants, RevRec specialists, Product Managers, and

Customer Success Managers to ensure integration success.

● Support data migration planning when integrations affect customer data flows.

Must-Have Skills & Experience

● Strong understanding of CRM and Accounting system architecture.

● Experience with REST APIs, Webhooks, and integration patterns.

● Ability to work with JSON, XML, Postman, and API logs.

● Familiarity with Salesforce Admin Console, Netsuite Saved Searches, or HubSpot’s CRM

automation is a plus.