CRM Analyst | Zoho
Core
Administer and maintain the Zoho CRM platform, design automations, safeguard data quality, and build dashboards to support sales, marketing, and leadership decision-making.
Role type
CRM Analyst (Zoho specialist)
Builds
Automated workflows, data governance routines, and performance dashboards
Domain
Financial services / Credit provision
Deliverable
dashboards & analysis
Required skills
Zoho CRM administration, Zoho Suite familiarity (Campaigns, Desk, Analytics, Flow, Creator), data governance, process documentation, user training, API/integration basics
Preferred skills
Deluge scripting, Zoho Flow/webhooks, SQL, BI tools
Technologies
Zoho CRM, Zoho One, Excel, Google Sheets
Responsibilities
Administer and maintain the CRM platform (users, roles, profiles, layouts, modules, fields, permissions); Design and maintain automations and integrations across the Zoho suite; Safeguard data quality and governance; Build and maintain dashboards and reports; Partner with business stakeholders to gather requirements and train users; Support integrations and data flows between Zoho CRM and other tools