
Innovative Solutions Designer
7 days ago
Our organization is seeking a highly skilled Solutions Architect to join our team. This individual will play a critical role in configuring and customizing FreshSales CRM to match our company workflows, ensuring seamless integration with various teams.
Key Responsibilities:- Configure and Customize FreshSales CRM: Develop and implement customized solutions for business processes, automations, templates, and activity tracking across departments.
- Build Pipelines and Automations: Design and create efficient pipelines, automations, and data triggers to streamline sales and client success journeys.
- Design Dashboards and Reporting: Develop informative dashboards and reporting tools to track sales and conversion metrics, enabling data-driven decision making.
- Engineer and Maintain the Sales Journey: Plan, design, and execute the full sales and client success journey, leveraging automation and data triggers to optimize performance.
- Define and Monitor KPIs: Establish and track key performance indicators (KPIs) such as trial-to-subscription rate, onboarding time, and engagement levels.
- Audit Performance and Data Integrity: Regularly review and analyze performance metrics, manage user roles and permissions, and ensure accurate data integrity.
- Develop Automation Tools and Templates: Create reusable tools, templates, and SOPs for Sales and Client Success teams to enhance productivity and efficiency.
- Maintain Clear Documentation: Provide detailed documentation for onboarding, adoption, and scalability, ensuring easy access to critical information.
- Collaborate with Cross-Functional Teams: Work closely with Sales, Marketing, Operations, and Development teams to align workflows, build automation, and drive business growth.
- Recommend and Implement Improvements: Analyze data and feedback to identify areas for improvement and implement changes that drive business outcomes.
- Proficiency with FreshSales CRM, Zapier, Calendly, Google Suite, Slack, Lucid, and ideally Figma.
- Full sales and success journey mapped with swim lane diagrams and optimized for conversion.
- 70%+ of leads/sign-ups converted into active subscribers.
- Teams trained and confident, supported by SOPs and guides.
- Secure, scalable, and documented CRM/helpdesk infrastructure with stable performance.
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Solutions Architect
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Solution Designer
2 days ago
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Instructional Designer
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Web Designer
2 days ago
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Strategic Technology Solution Designer
5 days ago
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Cloud Innovation Leader
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PPT Presentation and Report Designer
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Director of Interior Design
2 days ago
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Fire Protection Draftsman
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