CRM Implementation Support Associate

About the Role

Implementing a CRM system alone doesn't guarantee success. Value emerges only when a company genuinely integrates its processes into the system, populating it with real data so that after a few weeks, the team begins their days using it daily. Your responsibility will be to guide new clients through this transformation. Our approach is more than just email guides; it involves multiple online consultations where you understand how the client's business operates, what they want to manage within the CRM, and assist them in building the system tailored to support their everyday workflows effectively.

Key Responsibilities

• Guide new subscribers through the CRM implementation process by conducting online consultations to map and comprehend client workflows, then reflecting these within the QlickCRM platform.
• Support migration of existing data such as partner details, tasks, leads, and projects, including preparing and verifying Excel imports.
• Connect the CRM with external tools used by clients, like online invoicing, calendars, and emails.
• Deliver intensive onboarding initially, including user training, establishing daily routines, and responding to queries until the system becomes an integrated part of daily operations.
• Monitor client engagement in the initial months post-implementation, providing proactive feedback to resolve any issues.
• Collaborate closely with sales and customer service to stay updated on sales communications, commitments made, and client progress.
• Document and continually refine the implementation process through templates, checklists, and training materials.
• Record client feedback and forward it to the development team for improvements.

Candidate Profile

• Systematic thinking: Interested in understanding how companies operate and capable of grasping their processes.
• Excellent communication skills: Able to converse with diverse clients, such as a small construction company owner, avoiding technical jargon and ensuring clarity.
• Confident digital skills: Comfortable working with Excel, new interfaces, and setting up integrations; proactive in self-study.
• Strong willingness to learn: Absorb substantial knowledge in the first months regarding the system, CRM logic, and client industries.
• Autonomy and responsibility: No daily micromanagement; independent decision-making is expected.
• Precision, patience, and empathy: Success often depends on the patience to explain the same concepts multiple times.

Preferred But Not Required

• Experience with CRM, ERP, or other business software implementation and training.
• Background in SaaS, customer support, onboarding, or consultancy.
• Proficiency in English.

What We Offer

• Monthly gross salary ranging from 550,000 to 800,000 HUF, dependent on experience, full-time position.
• Stable, long-term employment at a growing Hungarian SaaS company with hundreds of active subscribers.
• Comprehensive, structured training starting from scratch.
• Short decision-making processes and direct contact with development and leadership; no multiple approval layers.
• Modern work environment in a friendly team of about 10 people.
• Hybrid working arrangement combining office and remote days.

Join Us

Become a vital member of the QlickCRM team and help our clients realize the full potential of their CRM systems!