CRM, FSM Implementation Specialist

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November 21

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CoreBridge Solutions

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Legal • Artificial Intelligence • SaaS

CoreBridge Solutions is a pioneering company specializing in the future of legal outsourcing through the integration of advanced AI solutions. They are dedicated to setting new industry standards by delivering tailored and exceptional legal services specifically designed for mid-sized law firms. Committed to excellence and innovation, CoreBridge Solutions focuses on propelling firms forward with data-driven strategies that foster sustainable success and precision in legal practices.

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

📋 Description

• 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 Colombia. • Performance-related bonuses celebrating significant milestones. • A genuine commitment to maintaining a healthy work-life balance with a 40-hour workweek.