Zoho CRM Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Revamp the operational framework of StorSuite’s active Zoho CRM environment.

• Design and execute lead assignment, routing, scoring, follow-up cadences, blueprints, and approval workflows.

• Reconstruct opportunity pipelines, stage definitions, probabilities, forecast categories, and layout-specific pipelines.

• Create custom business processes utilizing fields, workflows, page layouts, dynamic layouts, record types, actions, and custom settings.

• Configure and sustain custom modules for Facilities, Claims, Plans, Services, Investor Accounts, and Underwriting Fees.

• Manage roles, profiles, sharing rules, and groups with a focus on least-privilege access.

• Develop, maintain, and troubleshoot Zoho Deluge functions and business logic.

• Build and oversee Zoho Flow and similar integrations with third-party systems.

• Configure APIs, webhooks, custom actions, and scheduled functions.

• Repair malfunctioning custom functions and set up failure alerting.

• Consolidate and eliminate duplicate or unused functions and inactive workflow rules.

• Maintain and document integrations, including Zoho Bookings, Sign, Desk, Projects, Finance Suite, SalesIQ, LeadChain, ActiveCampaign, and Google Workspace.

• Execute data imports, deduplication, field rationalization, picklist governance, and source-attribution backfilling.

• Develop a controlled bulk-import process featuring templates, validation, and post-import assignment.

• Conduct security reviews, release evaluations, and regular health checks.

• Support email deliverability and compliance monitoring.

• Construct, maintain, and enhance Zoho Analytics dashboards and reports.

• Automate the weekly KPI report for the CEO, CTO, and COO / Director of Business Development.

• Measure operational metrics, such as speed to first contact, lead-to-opportunity conversion, pipeline aging, and forecast accuracy.

• Create configuration documentation for processes, automations, and integrations.

• Develop self-guided training material in Zoho Learn and record walkthrough videos.

• Conduct knowledge-transfer sessions and prepare an end-of-engagement or transition handover package.

• Participate in weekly progress and Sales and Marketing alignment meetings; provide weekly written updates.

⛳️ Requirements

• A minimum of four years of direct experience in Zoho CRM administration and development, or a comparable CRM background with proven Zoho delivery.

• Proven expertise in creating and maintaining custom functions in Zoho Deluge, or a similar scripting language with transferable skills.

• Familiarity with Zoho Flow, Zapier, Make, or other workflow automation and integration platforms.

• A working knowledge of APIs, webhooks, data mapping, and system integrations.

• Experience in configuring assignment rules, scoring rules, cadences, blueprints, approval processes, and multiple pipelines.

• Background in data migration and cleanup involving several thousand records, including deduplication and field consolidation.

• Experience in building reports and dashboards using Zoho Analytics or a comparable BI tool.

• Strong proficiency in written English with the capability to produce documentation and training materials independently.

• Ability to work autonomously across different time zones, manage priorities efficiently, and escalate blockers promptly.

• Availability for a minimum of four hours of daily overlap with the hours of 8:00–17:00 US Central, Monday to Friday.

• Proficient written and spoken English is mandatory.

• Must have a personal computer and a reliable internet connection that meets specified minimum speed requirements, along with a backup option.

• Multi-factor authentication is required.

• A signed non-disclosure agreement must be completed before access is granted.

• Preferred: Zoho certification or verifiable references from previous Zoho CRM implementations.

• Preferred: Experience in rationalizing a partially developed CRM.

• Preferred: Familiarity with the Zoho One suite, particularly Desk, Projects, Sign, Finance Suite, and Learn.

• Preferred: Experience in email deliverability and marketing compliance.

• Preferred: Background in self-storage, real estate, insurance, or another asset-based service industry.

🏝️ Benefits

• Provision of Zoho licenses and any necessary third-party tool access for the job.

• Opportunity to extend the initial 14-week term.

• Fully remote work arrangement.

• Asynchronous collaboration beyond required meetings.

• Knowledge transfer and documentation presented as graded deliverables.