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Zoho CRM Specialist & Systems Optimization Fulltime | 21007

13 hours, 54 minutes ago
Anywhere
Full-time
Mid Level
Salesforce Developer
Software Development
Zoho CRM
Apply Now
Wing Assistant

Wing Assistant

Wing Assistant: Your dedicated assistant for businesses and executives, offering affordable support for essential tasks to drive business growth.

Professional Services
51-200
Founded 2017
$2M raised
View All Jobs 12

Description

  • Audit customized Zoho CRM configurations, including modules, fields, layouts, automations, Blueprints, reports, dashboards, integrations, and permissions.
  • Identify and resolve CRM errors, data-quality issues, broken processes, bottlenecks, and redundant configurations.
  • Build, troubleshoot, repair, and optimize Zoho CRM Blueprints and workflow automations.
  • Develop and modify custom modules, fields, layouts, functions, validation rules, and other CRM components.
  • Diagnose automation failures, configuration errors, technical issues, and unexpected CRM behavior.
  • Work with Deluge scripts, APIs, webhooks, and third-party integrations.
  • Align CRM workflows, pipeline stages, reports, dashboards, fields, tags, and data-entry practices with business processes.
  • Document customizations, system dependencies, fixes, configuration changes, and processes.
  • Serve as the primary technical contact for CRM support, investigate root causes, and validate approved solutions.
  • Create training manuals and materials, deliver user training, maintain an improvement roadmap, and report progress to leadership.

Requirements

  • Demonstrated hands-on experience administering, configuring, troubleshooting, and developing Zoho CRM.
  • Experience building and maintaining Zoho CRM Blueprints and complex workflow automations.
  • Experience supporting customized or bespoke Zoho CRM environments.
  • Working proficiency in Deluge, including diagnosing and modifying custom functions.
  • Experience with custom modules, fields, layouts, validation rules, permissions, and CRM data structures.
  • Experience with APIs, webhooks, and third-party integrations.
  • Strong analytical problem-solving skills and ability to implement lasting solutions.
  • Experience creating technical documentation and user-friendly training materials.
  • Strong written and spoken English and ability to explain technical concepts to non-technical users.
  • Ability to work independently, manage competing priorities, and handle sensitive client information confidentially.
  • Experience supporting professional-services firms, law firms, or structured intake, sales, and client-service operations is preferred.
  • Availability to work Monday–Friday, 8:00 AM–5:00 PM Eastern Time; candidates outside the Americas must consistently work this schedule.
  • Reliable remote-work setup, including a noise-cancelling USB headset, webcam, computer with at least a 1.8 GHz processor and 4 GB RAM, 25 Mbps primary internet, and 10 Mbps backup internet.
  • Experience with Zoho Flow, Zoho Analytics, Zoho Desk, Zoho Forms, Zoho WorkDrive, or related Zoho applications is preferred.

Benefits

  • USD $1,500 per month compensation.
  • Performance incentives.
  • Fully remote, work-from-home role.
  • Paid training on the firm's CRM configuration, workflows, and business processes.
  • Holiday and overtime pay where applicable.
  • Upskilling and career-growth opportunities.
  • Job security and stability.
  • Inclusive and supportive team environment.

Interested in this position?

Apply directly on the company website

Apply Now

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