CRM Specialist
- Posted 2 months ago
- Be among the first 10 applicants
Job Description
- Manage and maintain the company's 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.
- Bachelor's 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.
More Info
Key Skills
CRM reporting
system connectivity
CRM platforms
workflow automation
About Company
Skills:
Deduplication, Hubspot, analytics dashboards, CRM data architecture, Troubleshooting, database hygiene, third-party integration, Governance, data synchronization
Skills:
crm integration , Reporting Tools, HubSpot CRM, Data Analysis, Email Marketing, Lead Generation, Campaign Management, SEO Optimization, Customer Segmentation