CRM Analyst | Zoho
Core
Administer and maintain the Zoho CRM platform, design automations, safeguard data quality, and build dashboards to support sales and marketing teams.
Role type
CRM Analyst (Sales Operations)
Builds
Automated workflows, data governance routines, and performance dashboards
Domain
Financial services / Credit technology
Deliverable
dashboards & analysis
Required skills
Zoho CRM administration, Deluge scripting, SQL, data governance, API integrations, report design
Preferred skills
Zoho Flow, webhooks, BI tools, Portuguese
Technologies
Zoho CRM, Zoho One suite, Excel, Google Sheets, REST APIs
Responsibilities
Administer and maintain the CRM platform (users, roles, profiles, layouts, modules, fields, permissions); Design and maintain automations (workflows, blueprints, assignment and scoring rules) and integrations across the Zoho suite; Safeguard data quality and governance (define standards, run deduplication and validation routines); Build and maintain dashboards and reports in Zoho CRM/Analytics; Partner with business stakeholders to gather requirements, translate them into CRM solutions, document processes, and train end users; Support integrations and data flows between Zoho CRM and other tools (marketing, telephony, finance/ERP), troubleshooting issues and coordinating with vendors or IT.
Seniority
Junior to Mid-level (<=3 years experience)