CRM & AI Solutions Specialist

INSIDEA

. Handle client calls, onboarding sessions, and discussions confidently .

Posted 10/27/2026full-timeRemote • IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client communication and onboarding skills while effectively utilizing CRM platforms like HubSpot and AI tools to enhance workflow efficiency. Exhibits problem-solving abilities and a proactive approach to implementing AI-driven solutions and managing multiple responsibilities.

Highest-signal resume keywords

Client CommunicationCRM ImplementationAI Tools UtilizationProblem-Solving SkillsOnboarding Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM PlatformsHubSpotApolloAircallSalesforceZohoAI ToolsChatGPTClaudeAPIs

Soft Skills

Verbal CommunicationWritten CommunicationAnalytical SkillsOrganizational SkillsProactive Mindset

Tools & Technologies

HubSpotApolloAircallSalesforceZohoChatGPTClaude

Industry Keywords

Client OnboardingCustomer SuccessTechnical SupportWorkflow ImprovementsEmerging Technologies

Tech Stack

Tools & technologies

Apollo

About the role

Key responsibilities & impact

Handle client calls, onboarding sessions, and discussions confidently
Understand client requirements and provide practical solutions
Communicate effectively with clients and internal teams
Work with CRM platforms like HubSpot, Apollo, Aircall, or similar tools
Support CRM setup, integrations, and workflow improvements
Troubleshoot issues and identify solutions independently
Explore AI tools to improve efficiency and automate workflows
Identify opportunities to implement AI-driven solutions
Stay updated with emerging AI technologies
Independently research tools, challenges, and solutions
Take ownership of tasks and ensure timely execution

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Fully remote organisation
Employees can work remotely