We are seeking a detail-oriented and proactive CRM Administrator to serve as the internal owner of our custom-built Zoho CRM platform. This is a hands-on role responsible for day-to-day administration, internal support, user training, and continuous improvement of the system — acting as the key liaison between our business teams and external development partner.
Key Responsibilities:
- Own and administer the Zoho CRM platform, including users, roles, permissions, modules, workflows, automations, and dashboards.
- Serve as the first point of contact for internal CRM questions, issues, and enhancement requests — triaging, prioritizing, and resolving or escalating as needed.
- Write clear requirements and coordinate development work with our external technology partner.
- Develop and deliver training for new hires and existing staff; create and maintain SOPs, documentation, and best-practice guides.
- Build and maintain reports and dashboards to support operational and performance tracking across teams.
- Identify opportunities to reduce manual work and increase efficiency through CRM features and automation.
- Support integrations, system updates, and rollout of new features in coordination with IT and external partners.
Qualifications:
- 2+ years of hands-on CRM administration experience (Zoho, Salesforce, HubSpot, or similar).
- Experience managing workflows, automation rules, reports, dashboards, and user permissions.
- Strong ability to communicate technical concepts to non-technical users.
- Experience working with external vendors or developers.
- Highly organized, detail-oriented, and able to manage multiple priorities.
Preferred:
- Direct experience with Zoho CRM or Zoho One.
- Background in Sales Ops, RevOps, Business Systems, or Operations.
- Experience with low-code tools, scripting, APIs, or integrations.
- Experience designing and delivering user training programs.
- Familiarity with data cleanup, migrations, or CRM optimization projects.