CRM Analyst

Role Overview

The Zoho CRM Analyst is responsible for administering, optimizing, and continuously improving the company’s Zoho CRM ecosystem so that Sales, Marketing, and Customer Success teams can rely on clean data, efficient workflows, and actionable insights.

What You Will Do

Key responsibilities include administering and maintaining the CRM platform, designing and maintaining automations and integrations, safeguarding data quality and governance, building and maintaining dashboards and reports, and partnering with business stakeholders.

Why It Might Be a Fit

The ideal candidate will have hands-on experience administering and configuring Zoho CRM, a strong analytical and problem-solving mindset, and excellent communication skills.

Requirements

• Hands-on experience administering and configuring Zoho CRM
• Familiarity with the broader Zoho One suite (Analytics, Campaigns, Desk, Flow, Creator)
• 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
• Experience supporting B2B / commercial teams
• Deluge scripting and Zoho Flow / webhooks a plus

Benefits

• 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