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Crm Automation Jobs in Indiana (NOW HIRING)

Familiarity with ERP, marketing automation, ecommerce, or customer data platforms * Experience with project management tools and methodologies * Exposure to data migration, CRM integrations, or ...

$112K - $149K/yr

Leverage CRM data to segment brokerages, offices, teams, and agents, improving prospecting, account management, campaign targeting, and lead management. * Develop and manage CRM campaigns that ...

This role combines deep conveyor and automation application expertise with proposal development, technical design, customer relationship management, and post-sale project support. As an Automation ...

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The role leads end-to-end lead-to-quote process optimization with CRM as the key enablers and serves as the primary liaison between business and business-unit process owners and the CRM product model.

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Crm Automation information

What is CRM automation?

CRM automation refers to the use of technology to automate repetitive tasks and processes within Customer Relationship Management (CRM) systems. This includes automating workflows such as lead management, email marketing, customer follow-ups, data entry, and reporting. By automating these processes, businesses can improve efficiency, reduce manual errors, and provide a more personalized experience for their customers. CRM automation helps sales, marketing, and customer service teams focus on building relationships rather than handling administrative tasks.

What are the key skills and qualifications needed to thrive as a CRM automation specialist?

To thrive as a CRM Automation Specialist, you need expertise in customer relationship management systems, data analysis, and workflow automation, often supported by a degree in marketing, IT, or related fields. Familiarity with platforms like Salesforce, HubSpot, or Microsoft Dynamics, along with certifications in these tools, is typically required. Strong problem-solving abilities, attention to detail, and effective communication skills help drive successful automation projects and cross-team collaboration. These competencies ensure efficient customer engagement, streamlined processes, and measurable business growth.

How does a CRM automation specialist typically collaborate with sales and marketing teams?

CRM Automation specialists work closely with sales and marketing teams to streamline processes, ensure data consistency, and implement targeted campaigns. They often gather requirements from these teams, set up automated workflows for lead nurturing, and provide insights from campaign analytics. Regular communication is key, as CRM Automation professionals must translate business needs into technical solutions and support end users to maximize the system’s effectiveness. This collaboration helps drive customer engagement and improve overall team efficiency.

What is the difference between Crm Automation vs Crm Analyst?

AspectCrm AutomationCrm Analyst
Required CredentialsCRM certifications, technical skillsBusiness, marketing, or data analysis degrees
Work EnvironmentMarketing teams, technical departmentsMarketing, sales, data analysis teams
Employer & Industry UsageTech companies, marketing agencies, retailCorporate marketing, sales departments
Common Search & Comparison IntentAutomation tools, technical skillsData analysis, campaign insights

Crm Automation focuses on implementing and managing automated customer relationship processes using technical tools, while Crm Analysts analyze customer data to inform marketing strategies. Both roles are essential in customer relationship management but differ in their core functions and skill sets.

Can you automate CRM?

A CRM automation specialist or professional can set up and manage automation workflows within customer relationship management systems. This involves using tools like Salesforce, HubSpot, or Microsoft Dynamics to automate tasks such as email follow-ups, lead scoring, and data entry, improving efficiency and accuracy in sales and marketing processes.

What is a CRM automation specialist?

A CRM automation specialist is a professional who designs, implements, and manages automated processes within customer relationship management (CRM) systems to improve sales, marketing, and customer service efficiency. They often work with tools like Salesforce, HubSpot, or Microsoft Dynamics and require skills in data analysis, workflow creation, and system integration.

What are popular job titles related to Crm Automation jobs in Indiana?

For Crm Automation jobs in Indiana, the most frequently searched job titles are:

Infographic showing various Crm Automation job openings in Indiana as of August 2026, with employment types broken down into 89% Full Time, 6% Part Time, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution.

Vault CRM Integration Lead

Prophecy Technologies

Indianapolis, IN • On-site

Full-time

Posted 9 days ago


Job description

Role Overview:
The Vault CRM Integration Lead is responsible for the end-to-end delivery of the integration workstream for a major pharmaceutical client's Veeva CRM to Vault CRM migration. This role encompasses the full integration estate from discovery through design, build, system integration testing, UAT support, validation, and hypercare across a multi-org, multi-geography landscape. The Integration Lead serves as the primary coordination point across the platform vendor, partner SIs, client data teams, and upstream/downstream enterprise system owners, governing the tiering model, managing cross-team test sequencing, defect triage, and ensuring timely, validated, and observable integration delivery.
Key Responsibilities:
  • Own the integration delivery lifecycle across all in-scope integrations (assessment, design, development, deployment, testing, hypercare), ensuring remediation and operational readiness in Vault without business disruption.
  • Confirm and re-baseline the final in-scope inventory and change types post-discovery, including any new integrations introduced during the program.
  • Govern the Tier x Pattern model, applying tier criteria and per-integration counts to drive estimates and test sizing.
  • Operate the post-discovery true-up mechanism, intercepting in-flight legacy changes and re-baselining counts at the agreed cadence.
  • Secure SME availability and sequence test windows around the release cadences of upstream/downstream enterprise systems; manage cross-team defect triage and escalate blocking issues.
  • Align integration design sign-off with the platform vendor's gate and operate joint design forums and conflict-resolution paths.
  • Drive integration sequencing across the multi-org wave plan, coordinating environment readiness, test-data provisioning, and code promotion for each wave.
  • Manage dependencies on vendor-owned components (e.g., Vault Java SDK, core metadata/data migration tooling) to prevent build blocks.
  • Own end-to-end system integration test planning and execution across environments, including test scripts, data, execution evidence, defect management, and retesting.
  • Deliver CSV/validation artifacts to the client's standards with full requirements-to-evidence traceability, and provide Go/No-Go input per wave.
  • Deliver observability connections and monitoring for the integration estate, and lead integration hypercare against P1/P2 SLAs with defined war-room and triage cadence.
  • Execute transition to steady state, including runbooks, operational documentation, and knowledge transfer to client Tier 1 / Tier 2, with formal handover acceptance.

Required Skills:
  • Platform Expertise: Veeva Vault CRM and Veeva CRM (Salesforce-based); Vault integration components (Vault REST API, Direct Data API, Spark Messaging); Vault data model and security model; Veeva Align.
  • Integration & Middleware: Apache Iceberg / Databricks (or Snowflake); AWS and Databricks integration patterns; Spark Messaging architecture; REST API at scale; Informatica (PowerCenter, IICS, ICRT); MuleSoft; marketing-cloud automation.
  • Delivery Capability: Tier x Pattern estimation and true-up governance; SIT planning and cross-team defect triage; multi-vendor delivery alongside platform vendors and client teams; global onshore/offshore delivery across multiple time zones.
  • Compliance: GxP validation, 21 CFR Part 11, PHI/PII handling, CSV (IQ/OQ/PQ), requirements traceability, multi-region data residency.
  • Data & AI: Iceberg Lakehouse enablement for client AI platforms (targeting, route optimization); MDM integrations (e.g., Reltio).
  • Tools: Jira, GitHub, ServiceNow, enterprise monitoring (e.g., Splunk), AWS (Lambda, Glue), Databricks, Vault Dev/QA/Prod environments, VDI/Citrix.

Qualifications:
  • Vault CRM Certified
  • Veeva CRM-to-Vault CRM migration experience
  • 7+ years integration delivery with proven lead role on large-scale, multi-geography, multi-system pharma commercial programs

Preferred Skills:
  • Digital: Databricks
  • Veeva Vault Platform
  • Veeva CRM
  • Amazon Web Services Data & Analytics