CRM and FSM Implementation Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
System Implementation Manager focusing on implementing, configuring, and integrating CRM and FSM platforms at CoreBridge Solutions. Supporting operational needs and improving processes for effective workflows.
Responsibilities:
- Configure Zuper and HubSpot based on business requirements, including fields, workflows, automations, and dashboards.
- Support testing, UAT, and go-live activities for new processes or integrations.
- Support integrations between Zuper, HubSpot, and other platforms to keep data consistent and accurate.
- Document integration logic and field mappings for clear future maintainability.
- Assist in mapping and improving operational workflows such as scheduling, call-to-cash, preventative maintenance, and service delivery.
- Ensure processes are clearly documented with diagrams, checklists, and written procedures.
- Support data migration efforts including extraction, cleansing, mapping, and validation of customer, asset, and service data.
- Deliver training to office staff and field teams on how to use the systems effectively.
- Create simple playbooks and guides to help users adopt new features.
- Work closely with leadership and operational teams to understand requirements and help prioritize system enhancements.
- Monitor system performance and recommend improvements.
Requirements:
- Three or more years experience implementing or supporting FSM, ERP, or CRM systems such as Zuper, ServiceMax, Salesforce, Acumatica, or similar.
- Hands-on experience configuring HubSpot CRM, including workflows, automation, and custom properties or objects.
- Experience working with ERP systems (Acumatica experience preferred but not required).
- Understanding of API integrations and how data flows across multiple systems.
- Ability to map and document business processes with clarity.
- Strong project coordination, problem-solving, and communication skills.
Benefits:
- Opportunity to work remotely from anywhere in the Philippines.
- Performance-related bonuses celebrating significant milestones.
- A genuine commitment to maintaining a healthy work-life balance with a 40-hour workweek.
Similar Jobs
Senior Consulting Service Implementation Consultant – Finance
Senior Consulting Services Consultant working independently on ERP Implementation Projects focusing on finance modules. Collaborating with clients and cross-functional teams to meet project deliverables and timelines.
Customer Engineering
Customer Engineer responsible for delivering AI-driven security solutions during pre-sales and post-sales. Collaborating with sales and customer success teams while engaging with cybersecurity technologies.
Senior Compliance Analyst, Product Implementation & Support
Compliance Analyst supporting mortgage product implementation and regulatory requirements at Zillow. Collaborating with product teams to ensure compliant practices and leveraging AI tools in the process.
Implementation Consultant, Audit
Implementation Consultant driving customer onboarding and maximizing value for Fieldguide customers. Building trust and guiding their growth through a seamless onboarding experience.
Implementation Manager – Expansions, Transitions
Implementation Manager driving transitions and product expansions for August Health in senior living. Collaborating with customers to integrate and implement systems efficiently.
Implementation Manager
Implementation Manager guiding new clients through onboarding on Service Fusion platform. Responsible for system setup, training, and customer advocacy to ensure software meets business goals.
Advanced Specialist, Implementation Specialist
Advanced Specialist managing the formative assessment item bank at Pearson. Ensuring effective content organization and governance standards while collaborating with multiple teams.
Implementation Consultant, French Speaking
Implementation Consultant driving successful client onboardings while managing CRM and ERP software projects. Collaborating with internal teams to deliver effective training and support for enterprise solutions.
Implementation Consultant
Implementation Consultant at Momentus Technologies managing CRM and ERP software projects. Collaborating with teams and clients to ensure successful implementation and training.
Associate System Implementation Specialist
Associate System Implementation Specialist at Mindray North America supporting patient monitoring system installations and troubleshooting in hospital environments. Growing into a full System Implementation Specialist role through training and mentorship.
Customer Implementation Manager – APAC
Manage the onboarding process for customers of Gorgias' Helpdesk and AI Agent products. Provide tailored implementation and ongoing support in APAC region.
Implementation Consultant, Onvio Firm Management
Consultant providing implementation plans and training for Thomson Reuters Tax & Accounting products. Managing client relationships while ensuring optimal software utilization and industry best practices.
Intacct Implementation Consultant
Implementation Consultant at Net at Work focusing on customer engagement in Sage Intacct Construction solutions. Leading project delivery and providing expert consulting services in the construction industry.
Implementation Specialist II
Implementation Specialist focused on implementing DrChrono solutions for healthcare clients. Providing training and support to ensure customers have a smooth software experience.
Implementation Consultant
Implementation Consultant at Vision33 implementing Lumiya, an AI-powered platform for business process automation. Collaborating with clients and teams to ensure successful project delivery across ERP systems.
Implementations Engineer
Implementations Engineer designing and developing data integration solutions. Collaborating with engineering teams to optimize processes and support product portfolio.
Implementation Specialist
Implementation Specialist at Keeper Security overseeing deployments and customer engagement. Collaborating to tailor solutions and deliver successful onboarding experiences for SaaS products.
Implementation Specialist, Bilingual – Spanish
Implementation Specialist ensuring seamless onboarding for Keeper Security's cybersecurity software. Overseeing software delivery and customer engagement in both Spanish and English.
Customer Engineer
Customer Engineer at Just Appraised responsible for successful installation and adoption of products for government agencies. Focus on customer engagement, product solution architecture, and integration management.
Implementation Specialist
CAD/BIM Implementation Specialist at Higharc, responsible for technical support and implementation of builder homes into the Higharc platform. Manage project delivery and assist teams in defining requirements based on field experience.