Type: Full-timeJob Location: Bengaluru, IndiaYears of Experience: 3+ yearsSalary: 5-7 Lacs per AnnumIMPORTANT NOTEPlease fill out this form for us to consider your application. The introduction video is a must as part of the application process. You can upload through Loom, Google Drive, Dropbox, or anything similar and share the final link in the form with permissions for us to view. We will not move forward with the application without the introduction video.Here is the link to the application form: Are We?Pipeline Velocity answers every small company and startup's top challenge: building predictable revenue and customer growth, and improving brand value. With our revolutionary Revenue Marketing as a Service, we help economically generate predictable growth for start-ups and small companies. We develop and implement effective go-to-market strategies without requiring massive marketing spending. As the Dream Marketing Team for every start-up and small business, we are committed to reshaping the digital and revenue marketing future through affordable services and accountability for global companies.Our Company Culture: Customer and Employee FirstAt Pipeline Velocity, our success is driven by our people. We prioritize creating a thriving working culture that ensures our customers' and employees' happiness, safety, and value. Recognizing that our people are the backbone of our business, we invest in their development and provide the necessary resources for their success. With strong relationships and a dedicated team, we are proud of the service levels we deliver to our customers. Their hard work and dedication are truly valued at Pipeline Velocity every day.Our Team CultureWe are a mission-driven team committed to being the fastest-growing marketing services company. Our culture promotes collaboration, innovation, and excellence. With builders, problem solvers, and visionary minds, we work collectively to deliver exceptional results for our customers and partners. We embrace accountability and continuously improve our processes and strategies through data-driven decisions and customer-focused innovation. Our passion drives us to stay ahead of the curve, constantly striving to provide the best possible service to our customers. We are confident our commitment to excellence will lead us and our customers to success.Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation.Set up and optimize lead scoring, routing, and sequencing logic.Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance.Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs.Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases.Build cross-object reports, dashboards, and custom formulas for ops visibility.Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting.Onboard new clients or teams with CRM setup, training, and full workflow implementation.Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM.Use tools like Zapier or Pabbly to automate between internal tools and external apps.Preferred: Understanding of finance, accounting, and support operations to align CRM architecture with business needs.What Makes You a Better Fit?Effective Communication: This is a US customer-facing role, and exceptional spoken and written English is necessary.Collaboration: You will work closely with sales, marketing, and RevOps teams to align strategies.Adaptability: The ability to navigate fast-paced, evolving environments is crucial.Problem-Solving & Proactivity: You should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently.Empathy & Customer Focus: Understanding internal and external customer needs is key to optimizing revenue operations.Attention to Detail & Time Management: Strong organizational skills are expected to manage multiple priorities effectively.Growth Mindset & Learning: We value candidates eager to learn, innovate, and grow with us. Technical ExpertiseCRM & Workflow Automation: Tools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc. Analytics & Reporting: Looker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity. Integration Tools: Zapier, Pabbly etcAd Tools: Basic understanding of ad platforms: google ads, meta ads. Skillset Over EducationA four-year degree is not always the most accurate measure of an individual's qualifications. We prioritize skill-based hiring, recognizing certifications, internships, on-the-job training, and self-directed learning as equally valuable indicators of expertise. If you can demonstrate your technical skills and strategic thinking, you're the candidate we seek.
Job Title
Workflow Automation Specialist (Zoho & Hubspot)