The technical solutions owner for GoCRM — designing client CRM architectures, integrations, and automations, and carrying that fluency across the marketing suite and Research Suite. Why this role

GoCRM sits at the centre of how our clients run their business. Getting it right is rarely a configuration exercise — it means migrating from an incumbent CRM, wrangling messy and unstructured data into a usable shape, wiring the system into the rest of the client's stack, and building the automations that make the platform earn its keep. That work is genuinely architectural, and today it has no owner.

This role is that owner. It sits with clients to design how GoCRM should be structured for their business, builds the integrations and automations that make it real, and stays through rollout until people are actually using it. The same person carries that fluency into the marketing suite and Research Suite, where clients increasingly expect the whole portfolio to work as one system.

Inward, the role is our first user of everything we ship — training internal teams, running feature release comms, and making sure our own people can use the product confidently before a client is ever asked to. Solutioning, implementation, enablement, and feedback are one continuous loop, and splitting them across three people would break it. CRM solutioning & integration

- Own solution design for GoCRM: data model, pipeline structure, permissions, and how the platform maps onto how the client actually works — not just what the product can do.
- Design and build integrations that get client data into the CRM from other systems — using webhooks, REST APIs, and Zapier to connect systems that were never built to talk to each other.
- Take unstructured and inconsistent client data — spreadsheets, legacy exports, incumbent CRMs — and get it cleanly into the system,



including deduplication and a migration path the client trusts.
- Solution marketing automations and email outreach sequences — including domain warm-ups, SPF/DKIM/DMARC setup, and sending-domain configuration (e.g. via Mailgun) — that clients can run and maintain themselves once you hand over.
- Build and support telephony and messaging workflows using Twilio, including webhook-based call and SMS event handling and delivery troubleshooting.
- Be a credible technical voice in front of clients: comfortable on a discovery call, in a data mapping session, and in a difficult support conversation in the same week. Implementation, adoption & account growth
- Run implementations and rollouts end to end — configuration, data migration, integration, user training, and go-live — across GoCRM, the marketing suite, and Research Suite.
- Take project assignments and deliverables from account management, and keep them informed on progress, risk, and anything affecting the relationship.
- Stay with clients past go-live: troubleshoot, remove friction, and drive adoption so the solution is used the way it was designed.
- Identify new use cases and feature opportunities from live client work and feed them back to product as roadmap candidates — patterns across accounts, not one-off requests.
- Spot upsell and expansion opportunities that would genuinely enrich the client, and bring them to account management to pursue together. Internal enablement




- Drive internal adoption of our own products — we should be our own best reference customer.
- Own weekly product feature release communications to internal teams, so every release is understood rather than merely announced.
- Train internal teams on new products and features before they are rolled out to external customers and clients.
- Act as the first line for internal user issues and questions, escalating genuine defects to product and engineering. What we're looking for

Technical experience

- Hands-on CRM experience — HubSpot or Salesforce required, at implementation or admin depth rather than end-user familiarity.
- Twilio experience required — comfortable with webhook-based call/SMS handling, number and carrier registration, and delivery troubleshooting.
- Solid Zapier skills, and comfort building integrations across systems that don't natively connect, using webhooks and REST APIs.
- Experience solutioning marketing automations and email outreach campaigns, including domain warm-up, SPF/DKIM/DMARC, and deliverability fundamentals.
- Track record of software implementation and rollouts — configuring a platform for a real business, not just demoing it.
- Comfort working with unstructured data: cleaning it, deduplicating it, mapping it, and migrating it into a live system.
- Nice to have: experience with Salesforce Pardot (now Marketing Cloud Account Engagement). How you work
- A self-starter who is solution-oriented and genuinely cares about solving client problems — not someone who waits for a ticket.
- Excellent communication skills, and comfort being client-facing from day one.
- Real enthusiasm for AI and a habit of using new tools early, since a growing share of what we ship is AI-led.
- Able to hold client work and internal enablement at the same time without letting either slide.

📌 CRM Solutions Architect (Canada)
🏢 MaaS by CodeSM
📍 Canada