Zoho CRM Specialist – Systems Optimization

🔥 13 hours ago

🇲🇽 Mexico – Remote

💵 $1.5k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 18%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wing Assistant

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

📣 Marketing

📦 Logistics

💰 $2.1M Seed Round on 2022-03

Consulting • Marketing • Logistics

Wing Assistant is a company specializing in providing virtual assistant services to businesses worldwide. The company offers a wide range of services including general virtual assistant work, executive assistance, customer service, bookkeeping, and digital marketing. Wing Assistant aims to enhance productivity for startups and enterprise teams by delegating tasks to dedicated virtual assistants, reducing operational load, and enabling businesses to focus on core activities. Their services are accessible via a subscription model, providing flexible and cost-effective solutions compared to traditional hiring methods. Clients benefit from a dedicated assistant model where the assistant works solely for their business, gaining a deeper understanding of their processes over time.

📋 Description

• Conduct comprehensive audits of customized Zoho CRM environments, including modules, fields, layouts, workflows, automations, Blueprints, reports, dashboards, integrations, and permissions • Identify CRM errors, broken processes, redundant configurations, 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 and resolve technical issues, automation failures, configuration errors, and unexpected CRM behavior • Work with Deluge scripting, APIs, webhooks, and third-party integrations • Review and improve CRM workflows to align with business processes and operational requirements • Document CRM customizations, dependencies, fixes, configuration changes, and system processes • Serve as the primary technical contact for Zoho CRM questions, troubleshooting, and support • Investigate reported issues, identify root causes, implement approved solutions, and verify fixes • Review reports, dashboards, pipeline stages, data fields, tags, and data-entry practices for accuracy and consistency • Create and maintain a centralized, searchable online training manual with instructions, screenshots, examples, and troubleshooting guidance • Develop training materials and conduct training sessions for new and existing users • Provide leadership with updates on completed work, issues, recommendations, priorities, and outstanding items • Maintain a prioritized improvement roadmap and recommend ways to improve efficiency and reduce manual work • Complete training on the firm's CRM configuration, workflows, procedures, business-specific processes, documentation standards, and approved improvements

🎯 Requirements

• Demonstrated hands-on experience administering, configuring, troubleshooting, and developing Zoho CRM • Proven experience building and maintaining Zoho CRM Blueprints and complex workflow automations • Experience working 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 with APIs, webhooks, and third-party integrations • Strong analytical and problem-solving skills • Experience documenting technical systems and creating user-friendly training materials • Strong written and spoken English and ability to explain technical concepts to non-technical users • Excellent organization, follow-through, attention to detail, and communication skills • Ability to work independently and manage competing priorities • Commitment to confidentiality, data security, and responsible handling of sensitive client information • USB headset with noise cancellation • Working webcam • Computer with at least 1.8 GHz processor and at least 4GB RAM • Main internet service speed of at least 25 Mbps • Backup internet service speed of at least 10 Mbps • Reliable internet connection suitable for full-time remote work • Candidates outside the Americas must consistently work the required Eastern Time schedule • Experience with Zoho Flow, Zoho Analytics, Zoho Desk, Zoho Forms, Zoho WorkDrive, or related Zoho applications is a plus • Experience supporting professional-services firms, law firms, or businesses with structured intake, sales, and client-service processes is a plus

🏖️ Benefits

• Competitive USD Compensation • Performance Incentives • Job Security and Stability • Paid Training • Inclusive Culture • Upskilling Opportunities • 100% Work-From-Home • Exceptionally Supportive Team • Opportunities for Career Growth • Fun Work Environment • Holiday & Overtime Pay, where applicable • Affiliate Marketing Program referral earnings of up to $30 if your referral is hired

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