Position Overview
We are looking for a
Zoho CRM Specialist to manage and support CRM activities, maintain accurate customer and sales records, and help streamline workflows. Experience with
Zoho CRM is a MUST, with the ability to work with
QuickBooks and Microsoft Outlook integrations being a strong advantage. Zoho CRM supports integrations with both QuickBooks and Outlook for syncing customer, financial, email, calendar, and activity information.
Key Responsibilities
- Manage and maintain records in Zoho CRM.
- Update customer, lead, contact, and account information accurately.
- Monitor CRM activities, tasks, and follow-ups.
- Assist with CRM workflows, data organization, and reporting.
- Work with QuickBooks and assist with CRM/accounting data integration when needed.
- Use Microsoft Outlook for email, calendar, contacts, and CRM-related activities.
- Help ensure information is properly synchronized between systems.
- Identify and resolve basic CRM data or integration issues.
- Maintain accurate and organized records.
Requirements
- Zoho CRM experience is a MUST.
- Experience managing CRM databases and customer records.
- Knowledge of QuickBooks is preferred.
- Experience with Microsoft Outlook is preferred.
- Familiarity with CRM integrations and data synchronization is a plus.
- Strong attention to detail and organizational skills.
- Good written and verbal English communication skills.
- Ability to work independently and manage multiple tasks.
- Willingness to learn new systems and processes.
Schedule
Monday–Friday, 9:00 AM–5:00 PM EST
Gender Preference
Any gender – candidates will be evaluated based on skills, experience, and qualifications.
