Zoho CRM Specialist

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🔥 1 minute ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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UCSF Division of Clinical Informatics and Digital Transformation (DoC-IT)

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

⚕️ Healthcare Insurance

📚 Education

🤖 Artificial Intelligence

Healthcare Insurance • Education • Artificial Intelligence

UCSF Division of Clinical Informatics and Digital Transformation (DoC-IT) is the academic hub for applied clinical informatics researchers within the UCSF Department of Medicine. The division coordinates with various internal and external digital stakeholders to foster research, support career development, and advance diversity, equity, and inclusion (DEI). It serves as the primary home for education and training in clinical informatics and partners with the UCSF Health system and industry players to drive real-world impact in healthcare.

📋 Description

• CRM Workflow & Process Consulting • Work with stakeholders to understand how the CRM is used today, then redesign workflows, lead management, pipeline stages, assignment rules, notifications, and reporting around the improved structure. • Advise stakeholders on CRM best practices and recommend the right Zoho-native approach vs. custom development. • Guide the client's team through structural changes, including communication, documentation, and light training so adoption sticks. • Build dashboards and reports that give the client's team clear operational visibility. • Platform Integration Support • Support integration between Zoho CRM and the rest of the client's platform using Zoho's REST APIs, webhooks, and middleware. • Write Deluge functions and scripts where native configuration isn't enough. • Collaborate with Augusto engineers on integration architecture, data flow, sync strategy, error handling, and API authentication. • Collaboration & Communication • Partner with Augusto engineering leads and the client's team to deliver production-ready solutions. • Explain configuration decisions, trade-offs, and limitations clearly to both technical and non-technical stakeholders. • Work independently, own deliverables, and communicate progress proactively.

🎯 Requirements

• Zoho CRM Expertise • Hands-on experience administering and improving existing Zoho CRM instances, not just net-new implementations. • You've untangled someone else's configuration before. • Deep knowledge of Zoho CRM configuration: modules, blueprints, workflow rules, automation, and role/profile security. • Solid understanding of CRM process design, lead-to-close workflows, pipeline management, and reporting. • Experience making structural changes on live systems with real users and real data, including rollback planning and change communication. • Integration Skills • Experience with Zoho CRM's REST APIs and webhooks. • Working knowledge of Deluge scripting for custom functions and automation. • Experience connecting Zoho to external systems via middleware (n8n, Zoho Flow, Make, Zapier) or direct API integration. • Delivery Skills • Independent, self-managed, and comfortable owning deliverables in a fast-paced environment. • Able to gather requirements directly from client stakeholders and turn them into a working configuration. • Bonus Skills (Nice to Have) • Broader Zoho One ecosystem experience (Zoho Books, Desk, Campaigns, Analytics, Creator). • Zoho certification (Zoho CRM Certified Consultant/Administrator). • Familiarity with JavaScript, Python, or TypeScript for integration work. • Experience with automation platforms like n8n and AI-assisted workflows. • Experience migrating clients from other CRMs (Salesforce, HubSpot, Pipedrive) into Zoho.

🏖️ Benefits

• Impactful Work: Contribute to projects that make a significant impact for growing businesses. • Professional Growth: Opportunities for continuous learning and development in a dynamic and supportive environment. • Collaborative Culture: Work with a team of skilled professionals who are passionate about delivering value and driving growth. • Innovation: Be part of a company that puts AI and automation to work for its clients and encourages new ideas and approaches.