CRM Technical Specialist

As Lendo continues to expand, we are looking for a CRM Technical Specialist to support the implementation, automation, and day-to-day operational execution of our CRM system. In this role, you will work closely with the CRM Manager and cross-functional teams to execute defined requirements, support integrations, maintain data quality, and help ensure smooth CRM operations. This is a hands-on, execution-focused role, ideal for someone who is technically inclined, detail-oriented, and eager to grow in CRM systems, automation, and integrations.

Key Responsibilities:

CRM Configuration & Support

• Assist in configuring CRM workflows, properties, custom objects, and automation based on defined requirements

• Support ongoing CRM configuration updates and incremental improvements

• Help maintain CRM structure aligned with operational needs

Automation, Lead Flow & Integrations

• Support automation using tools such as Zapier and similar platforms (e.g. Make, Workato)

• Assist with integrations using APIs, webhooks, and Private Apps

• Support data synchronization between CRM and internal systems

• Assist with lead generation flows, sequences, and automated follow-ups

• Support leads lifecycle stages and funnel movement.

• Help maintain and troubleshoot existing automation and integration logic

Data & CRM Operations

• Help ensure data accuracy, consistency, and correct field mapping across systems

• Support data cleanup, validation, and quality checks

• Assist with routine CRM operational and maintenance tasks

Testing & Quality Assurance

• Participate in UAT and validate CRM workflows, automations, and lead flows

• Assist in testing integrations in sandbox and production environments

• Help identify and troubleshoot issues before release

Reporting & Dashboards

• Support the creation and maintenance of CRM reports and dashboards

• Assist with data validation for reporting accuracy

• Help maintain technical documentation and internal guides

Collaboration

• Work closely under the guidance of the CRM Manager

• Collaborate with Engineering, Marketing, and Operations teams on execution tasks

• Support internal users by helping resolve CRM-related technical issues

Qualifications

• Hands-on experience with CRM workflows, properties, and automation

• Basic to intermediate coding skills (Node.js and/or Python)

• Experience using Zapier or similar automation tools

• Experience with HubSpot, Salesforce, or similar CRM platforms

• Basic understanding of REST APIs and webhooks

• Understanding of CRM object models (Contacts, Companies, Deals, Custom Objects)

• Strong attention to detail and comfort working on operational tasks

• Exposure to fintech, B2B, or sales operations environments is a plus