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We’re Hiring: Senior Setup Specialist! Looking for a role that fosters collaboration, creativity and career growth in a vibrant office environment? We got you covered! We are currently on the lookout for a Senior Setup Specialist to join our team at Cloudstaff, the #1 workplace everywhere! Think you qualify for the role? Attach a 1-2 minute video intro and introduce yourself to us so we can meet you virtually. Attach this together with your updated CV to become a priority applicant! Send your application here ⤵️ CS Jobs - Senior Setup Specialist Role : Senior Setup Specialist Work Arrangement : Work from Home Location : India Schedule : Night shift We are seeking a System Setup Specialist to assist with onboarding and system configuration for our customers. This role is focused on back-end setup, data management, and process automation, with no direct customer interaction. Responsibilities: HubSpot Clean and prepare customer data: Process spreadsheets containing customer information (e.g., name, email, phone, address, city, state, ZIP) for accuracy and consistency. Import customer data: Format and upload clean data into the HubSpot CRM system. Customize CRM views: Tailor contact, deal, and ticket screens to match the structure of our base account, including creating sections and rearranging properties. QA testing: Conduct quality assurance to verify the proper setup and functionality of workflows and integrations within HubSpot. Integrate HubSpot with other systems: Ensure seamless integration with Zuper and other platforms using the App Store or custom APIs. SolutionView Import customer pricing data: Format and upload pricing details into the SolutionView software. Ensure data accuracy: Validate imported data for correctness and alignment with customer needs. QA testing: Perform system-wide testing to ensure workflows are functioning properly and reflect accurate pricing and configurations. Zuper Clean and prepare data: Organize customer, asset, and recurring job information for seamless imports into Zuper. Build out accounts: Configure new Zuper accounts with the following: Customer data Asset data Recurring job setups Jobs, service properties and task checklists Parts lists and inventory data Create user profiles: Set up employee accounts for customers with appropriate roles and permissions. Configure Twilio integration: Set up Twilio accounts and sync them with Zuper via APIs. Manage contracts: Create and configure contracts as needed for customer accounts. QA testing: Perform quality assurance to validate end-to-end functionality, including recurring job schedules, asset tracking, and integrations. Zapier Customize Zap templates: Update templated Zaps to link with new customer accounts and adjust data points to reflect specific customer needs. QA testing: Test Zapier workflows to ensure end Qualification and requirements: Experience : Proven experience in CRM setup, system configuration, or similar roles, preferably with HubSpot, Zuper, SolutionView, or similar tools. Experience with data imports, process automation, and API integrations. Familiarity with Zapier or similar automation platforms is a plus. Technical Skills: Proficiency in HubSpot CRM setup and customization. Strong understanding of data cleaning, formatting, and importing processes. Experience with API-based integrations and software testing. Knowledge of cloud-based tools like Zuper and SolutionView. Proficiency in using and configuring automation tools like Zapier. Strong Excel skills for data manipulation and formatting. Basic understanding of Twilio or similar communication platforms. Soft Skills: Exceptional attention to detail, ensuring data accuracy and system functionality. Strong problem-solving and troubleshooting abilities. Ability to work independently and manage multiple tasks efficiently. Excellent organizational skills and ability to prioritize workloads. Strong written communication skills to document processes and workflows. Non-negotiable skills & requirements: Exceptional attention to detail, ensuring data accuracy and system functionality. Strong problem-solving and troubleshooting abilities. Ability to work independently and manage multiple tasks efficiently. Excellent organizational skills and ability to prioritize workloads. Strong written communication skills to document processes and workflows. Perks & Benefits: Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment Flexible leave credits which may be used for vacation, emergency and sick leaves Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled Superb and exciting Mid-Year Parties – with items to give away and cash prizes! Endless opportunities for career advancement Annual Performance Review with Salary Increase We set you up for success with a company-provided PC/Laptop and fiber internet connection Tech-on-wheels Support Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues International career growth and connections Unlimited cash incentives for hired referrals Mental Wellness Employee Assistance program through Lifeworks In-house psychiatrist available to support employees' well-being Become part of the Employee Share Units program Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc Cloudstaff: Build Your Career, Anywhere Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being. Why Cloudstaff is the #1 Workplace? Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment. **To become a priority applicant, please share a 1-2 minute video introduction detailing your experience in this specific role. You can upload your video to the CSJobs platforms. Please use a clean, distraction-free background and speak clearly and articulately.** Show more Show less
