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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in administering and configuring Zoho CRM, including workflows, data governance, and reporting. Proficient in translating business requirements into effective CRM solutions while ensuring data quality and user training.
Highest-signal resume keywords
Zoho CRM AdministrationData GovernanceWorkflow AutomationReport DesignAPI Integrations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Zoho CRM ConfigurationDeluge ScriptingSQL ReportingData Import/ExportCRM Data ModelsSpreadsheet SkillsLead-to-Cash ProcessesPipeline ManagementDashboard DesignData Deduplication
Soft Skills
Analytical MindsetProblem-SolvingClear CommunicationUser TrainingSelf-Management
Tools & Technologies
Zoho One SuiteZoho AnalyticsZoho CampaignsZoho DeskZoho FlowGoogle SheetsExcel
Industry Keywords
B2B SupportSales OperationsCRM HygieneData QualityRevenue Operations
Tech Stack
Tools & technologiesERPSQL
About the role
Key responsibilities & impact- Administer and maintain the CRM platform, including users, roles, profiles, layouts, modules, fields, and permissions
- Design and maintain workflows, blueprints, assignment and scoring rules, and integrations across the Zoho suite
- Safeguard data quality and governance through data standards, deduplication, validation, and record monitoring
- Build and maintain Zoho CRM/Analytics dashboards and reports for Sales, Marketing, and leadership
- Partner with business stakeholders to gather requirements and translate them into CRM solutions
- Document processes and train end users on features and best practices
- Support integrations and data flows between Zoho CRM and marketing, telephony, and finance/ERP tools
- Troubleshoot issues and coordinate with vendors or IT as needed
- Improve CRM reliability, data quality, workflow automation, and decision-support reporting
Requirements
What you’ll need- Hands-on experience administering and configuring Zoho CRM
- Familiarity with the broader Zoho One suite (Analytics, Campaigns, Desk, Flow, Creator) is highly valued
- Solid spreadsheet skills (Excel / Google Sheets)
- Basic understanding of APIs and integrations
- Understanding of end-to-end sales and marketing processes (lead-to-cash), CRM data models, pipeline management, and reporting
- Experience supporting B2B / commercial teams
- Analytical, problem-solving mindset with strong attention to detail
- Clear communication to translate between business and technical language
- Ability to train and support users
- Ability to prioritize multiple requests and self-manage
- Bachelor's degree in business administration, information systems, computer science, marketing, data, or a related field, or equivalent practical experience
- Advanced English
- Hands-on Zoho CRM administration (modules, layouts, fields, workflows, and blueprints)
- Deluge scripting and/or Zoho Flow for automation
- SQL for reporting and data validation
- Data import/export, deduplication, and bulk updates
- Integrations via REST APIs and webhooks
- CRM data governance and hygiene
- Sales operations fundamentals (lead-to-cash flow, pipeline stages, KAM/account structures)
- Report and dashboard design within CRM analytics
- Up to 3 years in CRM administration/analysis or sales/revenue operations, ideally working with Zoho CRM
Benefits
Comp & perks- 100% Company-funded health insurance for employee and immediate family
- Company-funded employee life and disability insurance
- Paid vacation days, unlimited sick leave
- $2,000 USD annual Co-working Travel perk
- $2,000 USD annual Professional Development perk
- Phone finance, headphone benefit, home office equipment allowance and wellness
- Catered lunches
