Business (CRM) Systems Specialist – Zoho – Hedge Fund and Private Equity clients
Core
Business Systems Specialist focused on Zoho CRM implementation, optimization, and data strategy to support Hedge Fund and Private Equity clients.
Role type
Business Systems Specialist (CRM)
Builds
CRM workflows, data extraction pipelines, and operational processes for C-Suite decision-making.
Domain
Financial Services (Hedge Funds, Private Equity) / CRM Systems
Required skills
Zoho CRM proficiency, CRM system migration (spreadsheets to CRM), data extraction and reporting, front-end customization, process documentation, stakeholder engagement, requirement translation, system testing, workflow implementation.
Preferred skills
Financial Services industry experience, knowledge of buyside firm types (Fund Administrators, IFAs, Wealth Managers, Brokers, Custodians, Multi-Managers), technology provider CRM experience.
Responsibilities
Engage employees to transition from spreadsheets to proactive CRM usage, support data requirements and information extraction, create new front-ends and fields, document processes, translate business needs into technical specifications, test and adopt completed work, support the COO with operational priorities, connect business users with developers, implement new functionalities and projects, enhance CRM based on staff data gathering.
Seniority
Mid-level, hands-on IC