CRM Consultant and Implementation Specialist
Core
Consulting and implementing CRM systems and sales/marketing automation to help businesses manage leads and sales processes.
Role type
CRM Consultant and Implementation Specialist
Builds
Configured and customized Zoho CRM instances and automated workflows for client businesses
Domain
Digital Marketing, Sales Operations, CRM/ERP
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
CRM implementation, business process design, client workshops, application configuration, testing, documentation, sales, workflow automation
Preferred skills
Zoho CRM experience, prior CRM system implementations (2+), sales ability
Technologies
Zoho CRM, Zoho suite
Responsibilities
Identify and develop new business opportunities, perform detailed design of business processes and functional application design, host client-facing workshops, configure and test applications, work with developers on custom components, fix functional defects, participate in application transitions, document applications, recommend upsell opportunities
Seniority
Mid-level, hands-on IC
