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Tech Executive – CRM & Automation

Tech Executive – CRM & Automation

Chatbudds

3 years

0 Lacs

Noida Uttar Pradesh India

Posted:20 hours ago| Platform:

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Skills Required

crm automation marketing reporting coaching tracking scoring pipeline data api twilio onboarding support ads hubspot management testing test logic integration documentation zapier chatbot

Work Mode

On-site

Job Type

Full Time

Job Description

Location:

Company:

Type:

Experience:

Salary:

About the Role

Tech Executive

Key Responsibilities

✅
CRM Creation & Management
Build and manage lead tracking CRMs using Google Sheets, Airtable, or Zoho.
Implement tagging, scoring, and pipeline stages for leads.
Maintain data hygiene and reporting dashboards.
🤖
WhatsApp & Automation Workflows
Build automation workflows using tools like Make.com, WhatsApp Cloud API, Twilio, or similar platforms.
Integrate Meta lead forms, WhatsApp bots, payment links, and call-booking tools.
Create onboarding and support flows for client funnels.
🔗
Tech Integrations
Set up integrations with platforms like Google Sheets, Calendly, Meta Ads, Zoho CRM, HubSpot, etc.
Handle API setups, token management, and webhook testing.
🧪
Testing & QA
Simulate lead journeys to test automation workflows end-to-end.
Troubleshoot bugs, logic errors, or integration issues.
📁
Documentation & Handover
Maintain technical documentation for each client setup.
Train internal teams and provide SOPs for smooth handovers.

What We’re Looking For

Strong knowledge of
Google Workspace tools (Sheets, Docs, Apps Script)
Basic to intermediate knowledge of
APIs and automation platforms
(Make, Zapier, etc.)
Understanding of
CRM logic
– pipelines, scoring, nurturing
Prior experience with
Meta (Facebook) Ads lead integrations
is a plus
Bonus: Familiarity with
WhatsApp Business API, chatbot builders, and Airtable
Excellent problem-solving and documentation skills
Detail-oriented and fast learner

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