Zoho CRM Specialist
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Job Description
Zoho CRM specialist rebuilding routing, automation, integrations and reporting. Supporting StorSuite’s vertically integrated self-storage services business through a defined offshore contract engagement.
Responsibilities:
- Rebuild the operational layer of StorSuite’s live Zoho CRM environment
- Design and implement lead assignment, routing, scoring, follow-up cadences, blueprints and approval processes
- Redesign opportunity pipelines, stage definitions, probabilities, forecast categories and layout-specific pipelines
- Build custom business processes using fields, workflows, page layouts, dynamic layouts, record types, actions and custom settings
- Configure and maintain custom modules for Facilities, Claims, Plans, Services, Investor Accounts and Underwriting Fees
- Manage roles, profiles, sharing rules and groups using least-privilege access
- Develop, maintain and troubleshoot Zoho Deluge functions and business logic
- Build and manage Zoho Flow and comparable integrations with third-party systems
- Configure APIs, webhooks, custom actions and scheduled functions
- Repair failing custom functions and implement failure alerting
- Consolidate and retire 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
- Perform data imports, deduplication, field rationalisation, picklist governance and source-attribution backfilling
- Build a controlled bulk-import process with templates, validation and post-import assignment
- Conduct security reviews, release evaluation and periodic health checks
- Support email deliverability and compliance monitoring
- Build, maintain and optimize Zoho Analytics dashboards and reports
- Automate the weekly KPI report for the CEO, CTO and COO / Director of Business Development
- Instrument operational metrics including speed to first contact, lead-to-opportunity conversion, pipeline aging and forecast accuracy
- Produce configuration documentation for processes, automations and integrations
- Create self-guided training material in Zoho Learn and record walkthrough videos
- Deliver knowledge-transfer sessions and an end-of-engagement or transition handover pack
- Attend weekly progress and Sales and Marketing alignment meetings; provide weekly written updates
Requirements:
- Four or more years of hands-on Zoho CRM administration and build experience, or comparable CRM background with demonstrated Zoho delivery
- Demonstrated experience creating and maintaining custom functions in Zoho Deluge, or comparable scripting language with transferable work
- Experience with Zoho Flow, Zapier, Make or similar workflow automation and integration platforms
- Working understanding of APIs, webhooks, data mapping and system integrations
- Experience configuring assignment rules, scoring rules, cadences, blueprints, approval processes and multiple pipelines
- Experience with data migration and cleanup at a scale of several thousand records, including deduplication and field consolidation
- Experience building reports and dashboards in Zoho Analytics or a comparable BI tool
- Strong written English and ability to produce documentation and training material without supervision
- Ability to work independently across time zones, manage priorities and raise blockers early
- Minimum four hours of daily overlap with 8:00–17:00 US Central, Monday to Friday
- Professional written and spoken English is essential
- Own computer and reliable internet connection with stated minimum speed and backup option
- Multi-factor authentication required
- Signed non-disclosure agreement required before access is granted
- Preferred: Zoho certification or verifiable references from prior Zoho CRM implementations
- Preferred: Experience rationalising a partially built CRM
- Preferred: Familiarity with Zoho One suite, particularly Desk, Projects, Sign, Finance Suite and Learn
- Preferred: Experience with email deliverability and marketing compliance
- Preferred: Experience in self-storage, real estate, insurance or another asset-based service industry
Benefits:
- Zoho licences and any third-party tool access required for the work
- Option to extend the initial 14-week term
- Fully remote work arrangement
- Asynchronous collaboration outside required meetings
- Knowledge transfer and documentation as graded deliverables
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