CRM & Commercial Automation Specialist

Hexagon Robotics seeks a CRM & Commercial Automation Specialist in Zürich to build and own its internal commercial operating system, integrating CRM, ERP, and automation tools.

This position is responsible for designing, building, and evolving the commercial operating system at the intersection of Commercial, Product, Engineering, and IT. The company is currently transitioning from an externally supported CRM setup to internal ownership, and this role will lead that shift by architecting scalable integrations and automating core business workflows.

Responsibilities

• Take full ownership of CRM structure, data hygiene, governance, and ongoing evolution.
• Define and refine stage definitions, opportunity processes, and necessary data fields.
• Develop reporting dashboards and metrics to support strategic decision-making.
• Create visibility into pipeline, funnel, forecast, and conversion rates across the commercial process.
• Architect and implement end-to-end CRM automation workflows using middleware to connect systems such as CRM, ERP, DocuSign, Slack, MS Teams, Outlook, Jira, Confluence, and web platforms.
• Design, maintain, and evolve data models across CRM and connected systems.
• Build and manage event-driven architectures using APIs, webhooks, and asynchronous workflows.
• Own and progressively internalize system integrations, moving from integrator-supported setup to in-house ownership.
• Translate business workflows into technical automation logic, balancing usability, maintainability, and performance.
• Develop and maintain automation pipelines for core processes including lead capture, qualification, approvals, contract flows, compliance checks, and ERP synchronization.
• Ensure data integrity, traceability, and governance across systems.
• Continuously improve processes through automation and system design, reducing manual effort and increasing operational speed.
• Contribute to shaping a scalable CRM architecture and integration strategy.

Requirements

• Bachelor’s or Master’s degree in Business Administration, Economics, Engineering, or a related field.
• Experience working with or alongside external CRM integrators, with the ability to take over and own implementations internally.
• Proven experience with middleware / iPaaS tools (e.g. Make.com, Workato, Zapier) and building automation scenarios.
• Understanding of APIs, webhooks, and system integration patterns.
• Experience designing and maintaining data models across interconnected systems.
• Strong technical skills in data mapping, transformation, and workflow logic (JSON-based payloads, etc.).
• Familiarized with Google Tag Manager for campaign tracking and conversion measurement.
• Ability to translate business requirements into scalable technical solutions.
• Structured, pragmatic, and detail-oriented mindset with good communication skills.
• Understanding of commercial processes (sales cycles, approvals, contract management).

Nice to have

• Prior experience with Creatio CRM.
• Experience transitioning from externally built systems to internally owned architectures.
• Exposure to compliance-related workflows (e.g. sanctions screening, audit trails).
• Managing different environments (DEV/Staging; Test, PROD) and Superuser knowledge.

What the company offers

• Flexible working hours and a hybrid model.
• Generous vacation: 25–30 days depending on age.
• CHF 500 mobility credit for sustainable commuting.
• Bonus system & strong pension contributions.
• Tailored training & development opportunities.
• Relocation support for a smooth start.
• Discounts on health, mobility & entertainment.
• Team events and a flat hierarchy where your voice counts.

About the company

Hexagon Robotics is a young and fast-growing division of Hexagon, a global leader in precision measurement, developing humanoid robots for industrial sectors. The company fosters a warm, international culture built on respect and collaboration.

• A warm, international culture built on respect and collaboration.
• The company is a young and fast-growing division.