CRM Administrator _Case Management System (CaseAware)

Job Title:

Location:

Shift:

Experience:

Openings:

Employment Type:

About Reliable Group

• Reliable Group

  is a

  U.S.-based organization

  headquartered in

  New York

  , with two offices in India

  Pune (Balewadi High Street)

  and

  Navi Mumbai (Airoli)

• We operate across three strategic business verticals:

• On-Demand:

  Providing specialized technology talent for global clients.

• GCC (Global Capability Centers):

  Helping enterprises build and scale their India operations.

• Product Development:

  Our in-house AI/ML division builds intelligent chatbots and automation solutions for U.S. healthcare and insurance clients.
• We combine global delivery excellence with a startup-like energy, offering opportunities to work directly with international teams and cutting-edge systems.

Role Overview

CRM IT Administrator

Key Responsibilities:

System Configuration & Customization

• Collaborate with U.S.-based legal and administrative teams to understand workflows and translate them into CaseAware processes.
• Design, customize, and maintain

  templates, forms, and logic-based automations

  within the system to improve efficiency.
• Configure

  document templates

  with dynamic data fields for legal filings, correspondence, and reports.

Database Management & Reporting

• Write, test, and optimize

  SQL queries

  on MySQL databases to extract, audit, and report data accurately.
• Generate

  simple and complex reports

  based on department requirements and key metrics.
• Conduct regular

  data audits

  to identify inconsistencies, duplicates, or logic errors, and take corrective action.

Troubleshooting & Support

• Diagnose and resolve software issues related to CaseAware; escalate to vendor or IT teams when required.
• Provide

  basic computer and software troubleshooting

  support for internal users.
• Document technical processes, workflows, and issue resolutions for reference and training.

Collaboration & Communication

• Maintain

  professional and proactive communication

  with legal, IT, and administrative stakeholders.
• Translate technical details into

  clear, non-technical explanations

  for business users.
• Support onboarding and training for new team members on CaseAware processes.

Required Skills & Qualifications:

Technical Skills:

• Strong hands-on experience with

  SQL and MySQL

  (Mandatory)
• Knowledge of

  data querying, debugging, and optimization

• Basic knowledge of

  Python

  for automation or scripting (Preferred)
• Understanding of

  business process mapping

  ,

  workflow automation

  , and

  data auditing

• Experience working with

  case management systems

  ,

  CRM platforms

  , or

  workflow-based applications

  (Preferred)

Soft Skills

• Excellent

  oral and written communication

  skills — ability to explain technical issues in plain language
• Strong

  analytical and problem-solving

  mindset
• High attention to detail and accuracy in managing data

• Collaborative and dependable team player

  , comfortable working cross-functionally with non-technical departments
• Quick learner with a genuine interest in understanding business processes and improving system logic

Why Join Us

• Work directly with a

  U.S. legal technology team

  on a real-world case management platform (CaseAware)
• Get

  hands-on training

  from U.S. experts during the onboarding phase
• Be part of a growing, collaborative

  India tech operations team

• Exposure to

  process automation, data management, and workflow systems

• Stable U.S. client project with long-term growth potential