Zoho CRM Specialist – Systems Optimization

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

📋 Description

• Perform thorough audits of tailored Zoho CRM environments, covering modules, fields, layouts, workflows, automations, Blueprints, reports, dashboards, integrations, and permissions.

• Detect CRM errors, inefficient processes, redundant configurations, data-quality concerns, bottlenecks, and areas for improvement.

• Construct, troubleshoot, repair, and enhance Zoho CRM Blueprints and workflow automations.

• Create and modify custom modules, fields, layouts, functions, and other components within the CRM.

• Diagnose and address technical issues, failures in automation, configuration mistakes, and unexpected behaviors within the CRM.

• Collaborate with Deluge scripting, APIs, webhooks, and external integrations.

• Assess and refine CRM workflows to ensure alignment with business processes and operational needs.

• Document customizations, dependencies, fixes, configuration updates, and system processes related to CRM.

• Act as the main technical point of contact for inquiries, troubleshooting, and support regarding Zoho CRM.

• Examine reported issues, identify root causes, implement approved resolutions, and validate fixes.

• Scrutinize reports, dashboards, pipeline stages, data fields, tags, and data-entry practices for precision and consistency.

• Develop and sustain a centralized, searchable online training manual containing instructions, screenshots, examples, and troubleshooting advice.

• Create training materials and facilitate training sessions for both new and existing users.

• Provide leadership with updates on completed tasks, issues, recommendations, priorities, and pending items.

• Manage a prioritized improvement roadmap and suggest methods to enhance efficiency and minimize manual tasks.

• Complete training on the firm's CRM configuration, workflows, procedures, business-specific processes, documentation standards, and approved enhancements.

⛳️ Requirements

• Proven hands-on experience in administering, configuring, troubleshooting, and developing Zoho CRM.

• Demonstrated capability in building and maintaining Zoho CRM Blueprints and intricate workflow automations.

• Experience with customized or bespoke Zoho CRM environments.

• Proficient in Deluge with the ability to diagnose and adjust custom functions.

• Familiarity with custom modules, fields, layouts, validation rules, permissions, and CRM data structures.

• Experience working with APIs, webhooks, and third-party integrations.

• Strong analytical and problem-solving abilities.

• Experience in documenting technical systems and creating user-friendly training resources.

• Excellent written and verbal English skills, with the ability to convey technical concepts to non-technical audiences.

• Exceptional organizational skills, attention to detail, follow-through, and communication abilities.

• Capability to work independently and manage multiple priorities effectively.

• Commitment to confidentiality, data security, and the responsible management of sensitive client information.

• USB headset with noise-cancellation capability.

• Working webcam.

• Computer equipped with at least a 1.8 GHz processor and minimum 4GB RAM.

• Primary internet service speed of no less than 25 Mbps.

• Backup internet service speed of at least 10 Mbps.

• Reliable internet connection suitable for full-time remote work.

• Candidates located outside the Americas must consistently adhere to the required Eastern Time schedule.

• Experience with Zoho Flow, Zoho Analytics, Zoho Desk, Zoho Forms, Zoho WorkDrive, or similar Zoho applications is advantageous.

• Experience supporting professional services firms, law firms, or businesses with structured intake, sales, and client service processes is a plus.

🏝️ Benefits

• Competitive USD Compensation.

• Performance Incentives.

• Job Security and Stability.

• Paid Training.

• Inclusive Culture.

• Upskilling Opportunities.

• 100% Work-From-Home.

• Exceptionally Supportive Team.

• Opportunities for Career Growth.

• Fun Work Environment.

• Holiday & Overtime Pay, where applicable.

• Affiliate Marketing Program referral earnings of up to $30 if your referral is hired.