CRM Specialist

Key Responsibilities

CRM Configuration & Architecture

• Design and build CRM objects, fields, pipelines, workflows and lifecycle stages against documented client requirements.
• Build automation — workflows, sequences, approval processes, scoring — that removes manual effort rather than adding surface area.
• Configure roles, permissions, profiles and sharing rules so access matches the client's real org structure.
• Build dashboards, reports and views that answer the questions client leadership is actually asking.
• Set field standards and validation rules that keep the instance clean six months after handover.

Integration & Data Management

• Scope and implement integrations with marketing automation, email, calendar, billing and support platforms.
• Manage API-based integrations; diagnose and resolve sync failures, duplicate creation and field-mapping drift.
• Run data migrations end to end — map, transform, validate, load, reconcile.
• Perform cleansing and deduplication to establish a defensible data-quality baseline before go-live.
• Establish governance standards — naming conventions, field definitions, audit trails — and hold the line on them.

Testing, Documentation & UAT

• Execute QA against requirements; log defects with reproduction steps, triage severity, drive fixes to closure.
• Plan and facilitate UAT — write scenarios, run clients through them, resolve sign-off blockers.
• Maintain configuration guides, user guides, FAQs and troubleshooting notes to a standard a colleague could pick up cold.
• Produce enablement assets — SOPs, quick-start guides, short walkthrough recordings — for client and internal training.
• Write release notes and deployment instructions for every meaningful change.

Client Support & Optimisation

• Own post-launch support on your accounts — triage, fix, verify, communicate.
• Join client calls to gather requirements, demo functionality and answer technical questions without needing a PM to translate.
• Monitor adoption and usage; proactively recommend optimisations.
• Maintain issue tracking and escalation records so account history never lives in one person's head.

Craft & Team Standards

• Follow and improve Get Levrg delivery standards and QA checklists.
• Contribute learnings to the internal knowledge base and runbooks.
• Take part in retrospectives and continuous-improvement work.
• Track HubSpot and Salesforce release cycles and bring relevant changes to the team.

Requirements

Every item below is a must-have.

• 3+ years hands-on CRM administration across BOTH HubSpot and Salesforce — not depth in one and awareness of the other.Demonstrable equivalent experience in each.
• Configuration fluency — objects, custom fields, workflows and automation, pipelines, permissions — built by you, not observed.
• Practical integration experience — you have connected a CRM to at least one third-party platform and debugged the sync when it broke.
• Data migration experience — you have mapped, transformed, validated and loaded a real client dataset, and handled what went wrong afterwards.
• Data management discipline — cleansing, deduplication, validation rules, governance conventions.
• Client-grade written English — requirement summaries, defect reports and documentation that ship without heavy editing.
• Comfort with delivery tooling — Monday.com, Jira or Asana; Confluence, Notion or Google Drive; Slack, Teams or Google Chat.
• Self-direction — you can take an ambiguous requirement, ask the right three questions, and come back with a proposed approach.

Bonus Points

• Certifications: HubSpot Admin, HubSpot Sales Hub, Salesforce Administrator, or Salesforce Platform App Builder.
• RevOps exposure — lead management, pipeline hygiene, attribution, forecasting, renewals.
• Marketing automation platforms — HubSpot Marketing Hub, Marketo, Pardot / Account Engagement.
• iPaaS and automation tooling — Zapier, Make, Workato or similar.
• SQL basics, or comfort with BI tools — Looker Studio, Power BI, Tableau.
• ETL concepts and tooling.
• Agency or multi-client delivery experience.

Salary range: ৳40000 - ৳60000 /mo

Location: Dhaka, Bangladesh

Nature: Hybrid

Engagement: Full-time

Experience required: 2+ years