Technology and CRM Integration Specialist

Posted 22 Hours Ago
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Atlanta, GA
Senior level
Information Technology • Consulting
The Role
The Technology and CRM Integration Specialist is responsible for leading the integration of CRM and sales technology systems, optimizing workflows, managing data quality, and collaborating with cross-functional teams to ensure seamless interoperability during mergers. Key tasks include designing integration strategies, executing data migration plans, supporting sales operations, and providing training and documentation.
Summary Generated by Built In

Technology and CRM Integration Specialist
We are seeking a highly skilled Technology and CRM Integration Specialist to lead and execute the integration of CRM and related sales technology systems as part of merger activities for our clients. The ideal candidate will have deep technical expertise in CRM system Salesforce, experience with data migration and integration projects, and strong project management abilities. This role will be critical in unifying customer data, optimizing sales workflows, and ensuring seamless system interoperability between the two organizations.
Key Responsibilities:

  1. CRM and Systems Integration
    1. Design and implement CRM integration strategies to unify customer data, including lead, account, and sales pipeline information
    2. Coordinate with IT and sales operations teams to establish integration requirements and ensure technical compatibility across systems.
    3.  Develop and execute data migration plans, ensuring data accuracy, security, and continuity throughout the integration process.
  2. Data Management and Quality Assurance
    1. Conduct data cleansing, deduplication, and enrichment processes to ensure accurate and complete customer records.
    2. Define and maintain data quality standards, working closely with data governance teams to monitor data integrity across both organizations.
    3.  Implement automated data validation and error handling processes, minimizing disruptions during the integration.
  3. Sales Operations Support
    1. Analyze and optimize sales workflows within the CRM, ensuring alignment with integrated processes and improving operational efficiency.
    2. Support sales teams by configuring CRM settings, dashboards, and reports to reflect the merged organization’s sales structure and goals.
    3. Provide insights and recommendations on how to improve user experience, streamline processes, and enable sales teams to operate effectively within the integrated system.
  4. Cross-Functional Collaboration
    1. Collaborate with IT, sales, marketing, and customer success teams to ensure all integration needs and technical requirements are met.
    2. Act as a liaison between technical and non-technical stakeholders, translating requirements into actionable integration tasks.
    3. Coordinate with external vendors and consultants as needed, ensuring timely and effective delivery of integration-related tasks.
  5. Training and Documentation
    1. Develop training materials and documentation for end-users, explaining new CRM features, changes to workflows, and best practices.
    2. Conduct user training sessions and provide ongoing support to ensure a smooth transition for all sales team members.
    3. Document integration processes, configurations, and troubleshooting steps to maintain a comprehensive knowledge base for future reference.

Required Qualifications:
Education: Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field.
Experience:
- 5+ years of experience with CRM systems (Salesforce, HubSpot, etc.) and related sales technologies; previous experience with CRM integration and data migration projects is highly preferred.
- Experience in cybersecurity and managed security services domain implementing CRM systems

Technical Skills:
- Proficiency in CRM platform Salesforce, with the ability to customize, configure, and integrate various CRM tools.
- Knowledge of integrating CRM systems with ERP platforms SAP, NetSuite

- Strong understanding of database management, data migration best practices, and ETL (Extract, Transform, Load) processes.
- Familiarity with APIs and integration platforms (e.g., Mulesoft, Zapier, Dell Boomi) is a plus.
- Proficient in SQL, Excel, and data visualization tools for analyzing and reporting on data.
Preferred Skills and Competencies:
- Project Management: Experience managing projects, particularly those involving cross-functional stakeholders and complex data migrations.
- Communication: Strong interpersonal skills with the ability to clearly communicate technical information to both technical and non-technical audiences.
- Problem Solving: Analytical mindset with a focus on troubleshooting, resolving issues, and improving processes.
- Attention to Detail: High level of accuracy and attention to detail, particularly in data handling and documentation.
Why Join Us?
This is a unique opportunity to play a key role in shaping the future of the sales technology landscape and driving a successful integration between two leading organizations in the cybersecurity and managed security services sectors. If you are a CRM expert who thrives on solving complex technical challenges and enjoys working in a dynamic, collaborative environment, we encourage you to apply.
 

About Stralynn

Stralynn is a rapid growth digital transformation start-up headquartered in Nashville, TN, USA, with offices in Canada and India. We provide services of business technology assessments and business process transformations, scaling from simple to more mature enablement. We provide our customers, which include fortune 500 organizations, with a diverse array of top-notch digital business services, customized to provide multi-X EBITDA and growth agility. Our workforce includes a collection of highly skilled digital transformation experts and industry leaders like Alpna Doshi.

If you’re looking to join an ambitious start-up looking to make a lasting imprint in digital transformation, then Stralynn may be the spot for you! We’re in a rapid growth phase and looking for top talent. At Stralynn, you'll get to join a team of hardworking digital transformation experts and use your expertise to help us build out our core groups and knowledge.

Top Skills

Hubspot
Salesforce
The Company
HQ: San Jose, CA
11 Employees
On-site Workplace
Year Founded: 2021

What We Do

STRALYNN, a pioneer in Digital Transformation, has a mission to bridge the chasm of digital and legacy operational models. We differentiate ourselves as the execution excellence role model of complex implementations with a focus on Data-First strategy.

Headquartered in San Jose, California, USA, with offices in Canada and India. With a very talented team across the globe, well-positioned to provide niche services of business technology assessments and business process transformations, scaling from simple to more mature enablement. With our Digital Transformation dossier, we service our customers with a diverse array of top-notch digital business services, customized to provide multi-X EBITDA and growth agility. Our Digital Capsules are leveraged for 90-day solution turn-up to help enterprises stay agile and move to a run mode. Our STRABASE methodology hand-holds our customers with self-sufficient automation and benefits-driven approach.

Our People, the Stratizens, are the top global innovative minds in the industry from fortune 500 companies. We take pride in nurturing our Stralynn family with the latest updates to operating models and technologies. Our high-caliber consultants focus on unmatched execution excellence to meet our customers' business-driven goals.

We strive for success by focusing on customer experiences, collaboration, and leveraging our proven transformational best practices.

In a nutshell, We believe in our ability to help our customers See Beyond Digital.

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