AdvizorPro · 1 month ago
CRM Integration Specialist
Atlanta, GA
Full-time
Hybrid
Entry, Mid LevelAdvizorPro is a fast-growing SaaS company powering sales and marketing teams across the financial services ecosystem. They are seeking a detail-oriented CRM Integration Specialist to manage client CRM integrations and ensure they align with client workflows, while also supporting clients post-implementation and troubleshooting issues.
B2BDatabaseInformation Services
Responsibilities
Own and manage client CRM integrations across Salesforce, HubSpot, Microsoft Dynamics, and other supported platforms
Work closely with Customer Success Managers to ensure integrations align with client sales and marketing workflows
Partner directly with Sales Ops and RevOps stakeholders to understand CRM structure, field logic, and data requirements
Configure, test, and validate integrations using AdvizorPro’s tools and supported workflows
Ensure data is mapped, labeled, and delivered cleanly and correctly
Support clients post-implementation by troubleshooting issues and answering integration-related questions
Surface patterns, gaps, and improvement ideas to Product and Engineering as you gain exposure to client use cases
Qualification
Required
Experience in a technical, customer-facing role (CRM support, onboarding, RevOps, Sales Ops, implementation, or similar)
Hands-on experience with at least one major CRM (Salesforce, HubSpot, or Microsoft Dynamics)
Comfort working with: CRM objects and fields, Data mapping and validation, Permissions, workflows, and basic integrations
Extremely detail-oriented - you double-check your work and take pride in getting things right
Strong communicator who can explain technical concepts clearly to non-technical clients
Curious, resourceful, and eager to learn the financial services and SaaS landscape
Not a developer - but technically confident and comfortable figuring things out
Preferred
Experience in financial services, wealthtech, or B2B SaaS is a plus, not a requirement
Benefits
Generous paid time off
401(k) plan
Comprehensive health, dental, and life insurance coverage
A collaborative, supportive team culture that values quality and client success
The opportunity to work directly with leading asset managers, fintech platforms, and growth-stage distribution teams
A high-impact role at a rapidly scaling company with meaningful visibility and growth potential
Company
AdvizorPro
AdvizorPro provides B2B contact and company information in the financial industry.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Magnan
Founder & CEO
Hesom Parhizkar
Co-founder & Chief Product Officer (CPO)
Recent News
Arax Investment Partners
2025-10-02
EIN Presswire
2025-09-12
Company data provided by crunchbase