Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

CRM & AI Solutions Specialist

Insidea

CRM & AI Solutions Specialist Location: Mumbai, MH, in, Remote Company Description At INSIDEA, we are a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand's online presence and drive real, measurable growth. From marketing optimization and content creation to full-scale HubSpot integration, we provide a holistic approach to transform your digital experience and maximize performance. We are proud to be a Top 10 Elite HubSpot Solutions Partner, a key milestone in our journey with HubSpot. To learn more about INSIDEA please visit Job Description We are looking for a smart, proactive, and tech-savvy CRM & AI Solutions Specialist who enjoys working with clients, exploring new technologies, and finding innovative solutions to business challenges. The ideal candidate should be an excellent communicator, comfortable handling client interactions, and capable of independently researching, learning, and implementing solutions. This role is ideal for someone who is curious about AI, interested in CRM platforms. Job Responsibilities: Client Communication & Onboarding Handle client calls, onboarding sessions, and discussions confidently. Understand client requirements and provide practical solutions. Communicate effectively with clients and internal teams. CRM & Business Tools Work with CRM platforms like HubSpot, Apollo, Aircall, or similar tools. Support CRM setup, integrations, and workflow improvements. Troubleshoot issues and identify solutions independently. AI Tools & Automation Explore AI tools to improve efficiency and automate workflows. Identify opportunities to implement AI-driven solutions. Stay updated with emerging AI technologies. Research & Problem-Solving Independently research tools, challenges, and solutions. Take ownership of tasks and ensure timely execution. Demonstrate curiosity, adaptability, and a proactive approach. Qualifications Excellent verbal and written communication skills. Confidence in handling client-facing conversations and onboarding sessions. Strong problem-solving, analytical, and research skills. A proactive, self-driven mindset with the ability to work independently. Genuine interest in AI, automation, and emerging technologies. Ability to quickly understand and adapt to new software and business tools. Strong organizational skills and the ability to manage multiple responsibilities. A solution-oriented approach with a strong sense of ownership and accountability. Additional Information Good to Have: Hands-on experience with HubSpot (highly preferred). Familiarity with Apollo, Aircall, Salesforce, Zoho, or other CRM platforms. Experience using AI tools such as ChatGPT, Claude, or similar platforms. Basic understanding of APIs, integrations, automation, or technical workflows. Previous experience in client onboarding, CRM implementation, customer success, or technical support. #J-18808-Ljbffr Insidea

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the CRM & AI Solutions Specialist in New York, NY vacancy
  • $110k

     ...Transformation, Data & Digital Platforms, AI at Scale, Agile, Cybersecurity and Digitizing...  ...excellence for clients with sustained solutions to the most complex and time-sensitive challenge...  ...to packaged software platforms (ERP, CRM, HCM, EAM, MDG, SRM, TMS, WMS, etc.).Translating... 
    CRM
    Work at office
    Local area

    The Boston Consulting Group

    New York, NY
    1 day ago
  • $140k - $185k

     ...effectiveness, retention, and commercial operations. AI is changing how these businesses operate,...  ...ask SANOR how to apply it. As an AI Solutions Consultant, you will help healthcare...  ...integrations with client systems such as CRM and scheduling. Build working pilots and... 
    CRM
    Full time
    Remote work

    SANOR Intelligence Pte. Ltd.

    New York, NY
    12 hours ago
  • Aircall is seeking a Forward‑Deployed Engineer to own end‑to‑end delivery of low‑code AI solutions connecting AI Agents with CRMs, help desks, and communications tools. You will design, implement, and operationalize workflows, drive team upskilling, and build reusable... 
    CRM

    Aircall

    New York, NY
    1 hour ago
  • $215.25k - $287.91k

     ...Job CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here...  ...connect products, models, agents, and data into demonstrable solutions—and help customers and executives understand their value.This is... 
    CRM
    Full time

    Salesforce

    New York, NY
    2 days ago
  • $148.19k - $231.98k

     ...DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer...  ...expert thought leader and senior field specialist for customers evaluating, implementing,...  ...of technical architectural, solution engineering, applied data and AI, and delivery... 
    CRM
    Full time
    Work experience placement
    Immediate start
    Remote work

    Salesforce

    New York, NY
    3 days ago
  •  ...Job Description Marketing Technology & AI Specialist A leading plaintiffs’ litigation firm...  ...help the Firm use AI, data, analytics, CRM technology, and other digital tools to...  ...departments. The ideal candidate is a hands-on, solutions-oriented professional who can translate... 
    CRM
    Temporary work
    Work at office
    Flexible hours

    CF Legal Recruiting and Staffing

    New York, NY
    2 days ago
  • Earthjustice seeks an Associate Director, Development Technology Solutions to lead the Salesforce CRM strategy and its integrations, supporting fundraising programs from multiple US sites or remotely. You will manage a growing stack of development technologies, collaborate... 
    CRM
    Remote job

    Earthjustice

    New York, NY
    1 day ago
  •  ...AI Implementation Specialist | Small Investment Firm | Onsite initially, then moving to Remote (Tri-State...  ..., pitch materials, proposals and CRM tracking - Automate client deliverables...  ...delivering technology or data-driven solutions in a business setting - Hands-on... 
    CRM
    Full time
    Remote work

    RJI Search

    New York, NY
    20 hours ago
  •  ...environment. You will qualify leads, demo our route optimization solutions, and close deals while collaborating with marketing, product,...  ...success teams. Ideal candidates have 1-2 years in tech sales, strong CRM skills (Salesforce or HubSpot), and excellent communication and... 
    CRM
    Remote job

    OptimoRoute Inc.

    New York, NY
    2 days ago
  •  ...Technologietrends im Salesforce- und CCaaS-Umfeld Enge Abstimmung mit Solution Architects und Delivery bei der Übergabe qualifizierter...  ...ndnis von Cloud-Architekturen, Integrationen & APIs und Umsystemen (CRM, ERP, MS Teams, Datenplattformen) Präsentations- und... 
    CRM
    Remote job
    Home office

    Dia

    New York, NY
    3 days ago
  • General Atlantic is seeking an Executive Assistant to join the Capital Solutions team in our New York office. You will provide administrative support, including managing calendars, data entry and CRM system management, and coordinating travel, using sound judgment to... 
    CRM
    Work at office

    General Atlantic Service Company, L.P

    New York, NY
    12 hours ago
  • $70k - $80k

     ...Get AI-powered advice on this job and more exclusive features. About Scalero Scalero is...  ...businesses with strategy, email design, and CRM tools. Founded in 2019, we’ve grown to 30+...  ...and grow. We’re now hiring a Client Solutions Manager to manage client success and drive... 
    CRM
    Full time
    Local area
    Immediate start
    Remote work

    Scalero

    New York, NY
    2 days ago
  • $175k

     ...ontology and context layers that make enterprise AI work for mid-market companies (50 to 500...  ...models, and integrations with ERP, CRM, accounting and operational systems (QuickBooks...  ...and technical roadmap Work alongside solutions engineering and client delivery on discovery... 
    CRM
    Full time
    Remote work
    Flexible hours

    Datifact

    New York, NY
    5 days ago
  • $70k - $120k

     ...with their schools. Summary of the Role Finalsite is looking for a Solutions Engineer to support the growth of our Independent, Public School...  ...buying journey. Maintain accurate notes and data in our CRM (Salesforce) to support continuous improvement analytics. Ability... 
    CRM
    Permanent employment
    Full time
    Remote work

    Finalsite

    New York, NY
    5 days ago
  • Salesforce Administrator job at Magnus Technology Solutions. New York, NY. Job Title: Salesforce Admin & Developer - Fresher Location: [Your...  ...to begin your IT career with one of the fastest-growing CRM platforms in the world. You’ll receive training and hands‑on experience... 
    CRM
    Full time
    Remote work

    Magnus Technology Solutions

    New York, NY
    12 hours ago
  • $70.07k - $244.51k

     ...Job CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here...  ....The ExperienceSalesforce is looking for several Pre-Sales Solution Engineers to join our dedicated Data Foundation Pre-Sales Solution... 
    CRM
    Full time
    Flexible hours

    Salesforce

    New York, NY
    12 hours ago
  •  ...Familiarity with Model Portfolios, Managed Accounts, UMA, or TAMP Experience with Wealth Technology Platforms or fintech solutions Proficiency with Salesforce CRM and Jira Experience in contract administration and implementation management About the Company SMArtX Advisory... 
    CRM
    Contract work

    SMArtX Advisory Solutions

    New York, NY
    3 days ago
  •  ...Job Title: AI Engineer – Equities & Fixed Income Sales AI Copilots Location: New York...  ...Experience deploying production-grade AI solutions with LLMOps, CI/CD, evaluation frameworks,...  ...Front Office institutional sales workflows, CRM analytics, Equities, and Fixed Income capital... 
    CRM
    Contract work

    Pacer Group

    New York, NY
    5 days ago
  • $150k

     ...Advisory and Delivery, Architecture, Enterprise Solutions and Packaged Software, Cybersecurity, and...  ...solutions.Tech Advisory & Delivery Senior AI Tech Consultants at BCG Platinion are:...  ...of underlying systems (e.g., CRM, CMS, CPQ, SPM) and data (e.g., Customer,... 
    CRM
    Work at office
    Local area

    The Boston Consulting Group

    New York, NY
    1 day ago
  • $210k - $250k

     ...candidates. Title of Role: Founding AI Engineer Location: New York City, NY (...  .... The platform brings together CRM functionality, email communications, event...  ...opportunities and deliver production-ready solutions. Ideal Candidate Background ~4+ years... 
    CRM
    Full time
    Work at office

    Recruiting from Scratch

    New York, NY
    12 hours ago
  • $134.75k - $180.25k

     ...Job Category Sales Job Details Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition...  ...future of AI, and you are the future of Salesforce. This Specialist Solution Engineer role sits within our Emerging Business Unit,... 
    CRM

    Salesforce.Com Inc

    New York, NY
    5 days ago
  •  ...intelligence, agile systems and integrated workflow solutions -- in short "Best in Process" solutions....  ...maintain information within Salesforce CRM following timing and content standards....  ...in interviews without the assistance of AI tools or external prompts. Our i #J-1880... 
    CRM
    Remote work
    Work from home
    Home office
    Flexible hours

    C T Corporation System (DE)

    New York, NY
    1 day ago
  •  ...enterprise-grade software products, services, and solutions. The Role: NYC Hybrid (3 per week) We are...  ...information accurate and up to date in the CRM. Stay current on digital technologies such as AI, automation, cloud, and data, and learn how they solve... 
    CRM
    Work experience placement
    Internship

    Fulcrum Digital Inc

    New York, NY
    3 days ago
  • $36.6k - $42.12k

     ...industry and healthcare in America. What You’ll Do: The Customer Solutions Advocate contributes to the department’s efforts to receive,...  ...accurate communication on cases by leveraging phones, fax, email, CRM, and company-specific software Accepts inbound and outbound calls... 
    CRM

    Bardavon

    New York, NY
    12 hours ago
  • $142k - $214k

     ..., Spectacles .We’re looking for a Manager, Technical Advertiser Solutions (TAS) to join our team! As a leader on the TAS team, you will use...  ...of leadership3+ years working in Zendesk, Salesforce or other CRM.3+ years of people management experienceCustomer obsessed with a... 
    CRM
    Live in
    Work at office
    Local area

    Snap Inc.

    New York, NY
    4 days ago
  • Looking for an AI SDLC Solutions Consultant to join our AI Adoption sub-stream in the Engineering Excellence Program. The ideal candidate has a strong technical background, deep understanding of delivery and engineering processes, and critical thinking skills. This role... 

    EPAM Systems

    New York, NY
    1 day ago
  •  ...measurable growth. This includes integrated solutions spanning digital media, demand...  ...marketing solutions: Partner with internal specialists to shape programs that support brand awareness...  ...strategic and commercial value. ~ CRM proficiency, preferably Salesforce, and... 
    CRM

    ISMG Careers

    New York, NY
    12 hours ago
  • $137.5k - $193.6k

     ...strategies, advanced analytics, Generative AI, transformative technologies, and creative...  ...modeling techniques to develop and refine solutions.Building proofs of concept, interpreting...  ...like AdTech, MarTech, campaign automation, CRM, and lead-to-loyalty orchestration. Join us... 
    CRM
    Local area

    Deloitte

    New York, NY
    1 day ago
  • $100.4k - $197.9k

     ...alliances. This role supports the Digital Solutions cluster, partnering across Deloitte's...  ...teams, sales, marketing, and subject matter specialists. Recruiting for this role ends on 12/4/2...  ...that improve co-sell execution.CRM & Forecast Discipline: Maintain accurate... 
    CRM
    Work experience placement
    Local area

    Deloitte

    New York, NY
    3 hours ago
  • $171.5k - $257.6k

     ...the next era of technology - hyperscalers, AI labs, the AI hardware supply chain, data...  ...growing and innovative Cyber Resilience Field Solutions Architect team. This group is composed of...  ...with Google Workspace as well as CRM and opportunity management systems, preferably... 
    CRM
    Remote work

    Purestorage

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to CRM & AI Solutions Specialist. Be the first to apply!