CRM Implementation Engineer

August 16

🏢 In-office - Manhattan

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Logo of Grata

Grata

Grata is the leading deal sourcing platform for M&A.

51 - 200

💰 $25M Series A on 2022-02

Description

• Own the end-to-end lifecycle of a customer’s integration journey at Grata, serving as the CRM expert • Through your deep product knowledge and knowledge of CRMs, you will drive the integration by providing guidance on integration set-up based on the customer’s data architecture and objectives through ensuring problem areas are investigated and addressed. • Serve as the integrations subject matter expert during pre-sales processes, supporting trials/evaluations as the customer establishes the CRM integration with Grata • Discover the customer's business needs, and position the best integration solution to achieve those business objectives • Drive resolution for any CRM issues faced by customers by being the first line of defense in troubleshooting and determining the root cause of the issue, as well as implementing a fix for minor bugs identified or engaging with engineering to resolve more complex integration bugs. • Build scripts that serve as tools for you and others internally, ultimately driving visibility into CRM settings and errors that serve as early indications of integration issues • Convey a deep understanding of the customer's CRM data architecture as it pertains to Grata’s integration • Perform daily and continuous proactive monitoring of CRM integration issues and data inconsistencies; this includes reviewing CRM logs to ensure the integration health for strategic accounts • Maintain and update documentation on CRM Integrations that inform the commercial organization and manage training for integrations • Collaborate with product managers and engineering to build the CRM roadmap, advocate for system improvements and build evidence on impact to customer base. • Monitor industry trends as CRM systems evolve to ensure Grata’s integration remains robust and adapts with the evolving technological landscape

Requirements

• 4+ years of experience in a Sales Engineer, Solutions Engineer, or similar role, with a focus on CRM integrations. • Bachelor’s degree in Computer Science, Information Technology, or equivalent work experience • Strong technical knowledge of CRM systems (e.g., Salesforce, HubSpot, DealCloud, Affinity) • Salesforce Architect Certification (specifically Application and Data Architect) • Ability to effectively communicate complex technical concepts to non-technical stakeholders • Strong collaboration skills and the ability to work independently across multiple teams, including sales, customer success, product managers and engineering teams • Ability to code in Python and independently address minor CRM issues • Bonus: 2+ years of experience in CRM integrations development, specifically with strong understanding of back-end technologies • Proactive and customer-focused mindset • Ability to manage a dynamic client load, including the ability to effectively work with multiple clients simultaneously • Ability to prioritize and problem-solve in a fast-paced environment and collaborate cross-functionally to deliver the maximum value to customers • Excited to be a part of an inclusive culture • Interested in an office-centric culture with a flexible work environment

Benefits

• Unlimited PTO policy • Flexible Work Location policy: all employees are given a bank of time (up to 14 weeks!) of working remotely • Medical, dental, vision plans: we offer plans with 100% coverage of premiums for employees • 12 weeks of parental leave • 401k • Stock options for all of our employees • Equity Commuter benefits • Company-sponsored lunch through Grubhub on a weekly basis • Dog-friendly office

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