Technical Set Up Specialist

We believe it takes great people to create a great product. That’s why our team lives our company values, and we hire based on them, too. Since 2010, Pipedrive has been on a mission to support sales and marketing teams with easy-to-use, powerful tools that make everyday work faster and easier. Today, our cloud-based software is trusted by over 100,000 companies and used in 179 countries. We have grown from a five-person team to a truly international company of over 850+ people, representing more than 50 nationalities, with ten offices distributed across Europe and the US. In 2020, Pipedrive received a majority investment from Vista Equity Partners, a global investment firm that invests exclusively in enterprise software, data and technology-enabled businesses, making Pipedrive the fifth unicorn from Estonia.

We are looking for a Technical Setup Specialist to join our Customer Solutions team and play a crucial role in assisting trialists, newly paying customers, and named accounts with the technical implementation of their Pipedrive setup. Your primary focus will be on Imports, Integrations (Zapier and Pipedrive-built integrations), and Automations, driving paid conversion and customer retention. In this role, you’ll strive to improve customer satisfaction by understanding customer’s novel business needs to provide real time suggestions for implementing best practices to drive speed to value attainment.

• Assist customers during their trial phase in setting up their account with the main goal of ensuring their data is imported successfully
• Help trialist customers through complex technical setup steps such as automations and integrations (built by Pipedrive), to ensure a smooth migration and conversion to a paid customer
• Advise customers on technical solutions outside of Pipedrive, such as Zapier, in order to ensure a strong implementation 
• Send post-call follow up emails to customers after their session to clearly recap activities completed, any next steps and/or additional resources. Help Customer facing teams with cases of import and automation that are escalated to the team
• Assist any customer-facing team with import or automation escalations for customers early in their Pipedrive journey
• Participate in public webinars for the entire customer base & customer prospects as the subject-matter-expert for imports and automations
• Conduct customer calls via web-based video software utilizing the camera, screen-share and screen management features to foster strong relationships and a smooth process

• Advanced technical knowledge of CRM systems, including how data is structured, imported, and automated across platforms
• Ability to work in a dynamic, fast-paced environment, having great time management skills, and the ability to decide and prioritize tasks effectively
• Strong active listening skills to synthesize information and provide real-time advice to customers
• Capability to quickly learn new systems to track customer activities, manage pipelines, and assess account health 
• Familiarity with industry platforms for customer consulting
• Ability to maintain self-awareness to handle customer escalations while following established processes
• Strong interpersonal skills demonstrating the ability to work independently and collaboratively with a cross-functional team
• Passion for proactively investing in your training and development across multiple business industries
• Fluency in English, both written and verbal
• Familiarity with Pipedrive is a plus

• People-first culture - Be part of a team that values authenticity, champions collaboration, and supports each other—no egos, just teamwork. Work alongside top talent from around the world in an inclusive space where different perspectives fuel our best ideas. Everyone is welcome
• Unlock potential – Push boundaries, take ownership, and experiment with the latest technologies as we enhance our AI First Vision. We empower bold ideas that drive real change
• We’ve got you – Your well-being matters. Enjoy flexible hours, wellness perks and SWAG. Think performance-based bonuses, 28 paid leave days, well-being days, compassionate leave, and even pawternal leave—because we take care of ourselves and our people
• Grow with us – Whether through mentorship, coaching, or internal mobility, we invest in helping you unlock your potential. Open, honest feedback and clear communication are at our core. We grow together through trust and accountability
• Packed with purpose – Help 100,000+ small and medium-sized businesses grow and succeed while doing meaningful, customer-driven work

We are looking for a Technical Setup Specialist to join our team and play a crucial role in assisting trialists, newly paying customers, and named accounts with the technical implementation of their Pipedrive setup. 

If this is something for you, send us your resume (in English) or a link to your LinkedIn profile and please add why we should pay extra attention to your application.