Zoho CRM Specialist & Systems Optimization Consultant
New
W
WingCRM consulting
Remote — Mexico and Global Candidates, Monday–Friday, 8:00 AM – 5:00 PM Eastern Time; candidates outside the Americas must be able to consistently work the required Eastern Time schedule.Full-Time
Salary1,300 - 1,500 USD per month
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Job Details
- Languages
- Strong written and spoken English
- Required Skills
- RESTful APIs
Requirements
- Demonstrated hands-on experience administering, configuring, troubleshooting, and developing Zoho CRM.
- Experience building and maintaining Zoho CRM Blueprints and complex workflow automations.
- Experience with customized or bespoke Zoho CRM environments.
- Working proficiency in Deluge and ability to diagnose and modify custom functions.
- Experience with custom modules, fields, layouts, validation rules, permissions, and CRM data structures.
- Experience working with APIs, webhooks, and third-party integrations.
- Experience documenting technical systems and creating user-friendly training materials.
- Strong written and spoken English, including explaining technical concepts to non-technical users.
- Ability to work independently, stay organized, and manage competing priorities.
- USB headset with noise cancellation, working webcam, computer with at least a 1.8 GHz processor and 4 GB RAM, and reliable internet suitable for full-time remote work.
- Main internet service speed of at least 25 Mbps and backup internet service speed of at least 10 Mbps.
- Candidates outside the Americas must be able to consistently work the required Eastern Time schedule.
Responsibilities
- Audit the customized Zoho CRM, including modules, fields, workflows, automations, reports, integrations, and permissions.
- Identify CRM errors, broken processes, data-quality issues, bottlenecks, and improvement opportunities.
- Build, troubleshoot, repair, and optimize Zoho CRM Blueprints and workflow automations.
- Develop and modify custom modules, fields, layouts, functions, and other CRM components.
- Diagnose technical issues and automation failures, implement approved fixes, and verify their operation.
- Work with Deluge scripting, APIs, webhooks, and third-party integrations.
- Document CRM customizations, dependencies, fixes, configuration changes, and system processes.
- Provide Zoho CRM technical support and training materials and sessions for users.
- Report progress and recommendations to leadership and maintain a prioritized improvement roadmap.
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