CRM Specialist

• Manage and maintain the companys CRM system (preferably Zoho CRM or equivalent).
• Design, build, and optimize automated workflows and data pipelines within the CRM.
• Configure and customize CRM modules, fields, dashboards, and reports to meet business needs.
• Integrate external tools and platforms using APIs and third-party connectors (e.g., Zapier, Make, or native integrations).
• Collaborate with sales, marketing, and operations teams to improve CRM usage and adoption.
• Ensure CRM data integrity, accuracy, and compliance with internal policies.
• Identify and implement process improvements for better client and team experience.
• Provide user training, documentation, and ongoing system support.

Job Requirements

• Bachelors degree in Information Systems, Computer Science, Business, or related field.
• 2+ years of experience working with CRM platforms (Zoho CRM, HubSpot, Salesforce, Pipedrive, etc.).
• Proven experience in API integration and workflow automation.
• Solid understanding of data structures, mapping, and system connectivity.
• Experience supporting sales, marketing, or customer success functions through CRM enhancements.
• Experience managing CRM reporting, dashboards, and data analytics.
• Strong problem-solving, communication, and documentation skills.