CoreBridge Solutions ยท 1 day ago
CRM and FSM Implementation Specialist
United States
Full-time
Remote
Mid Level
3+ years expCoreBridge Solutions is a trusted outsourcing and digital innovation partner for United States-based firms. They are seeking a System Implementation Manager to support the implementation, configuration, and integration of field service and customer relationship platforms, focusing on improving workflow efficiency and ensuring data accuracy.
Outsourcing/Offshoring
No H1B
Responsibilities
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
Qualification
Required
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
Preferred
Experience implementing Zuper or another FSM platform
Background in field service work such as HVAC, commercial refrigeration, or appliance repair
Experience training field or non-technical users
Benefits
Opportunity to work remotely from anywhere in the Philippines.
Performance-related bonuses celebrating significant milestones.
A genuine commitment to maintaining a healthy work-life balance with a 40-hour workweek.
Company
CoreBridge Solutions
CoreBridge Solutions, originally rooted in humble beginnings, has grown into a globally renowned leader celebrated for our innovative strategies, steadfast reliability, and deep-rooted understanding of our client's specific needs.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase