RadiantBiz is looking for a sharp process-driven Zoho CRM Executive who knows the platform inside out. If you enjoy turning messy pipelines into clean efficient systems and believe automation is a superpower this role is built for you.
Youll be the backbone of our CRM operations ensuring that our sales operations and management teams have accurate data smart automations and real-time visibility to accelerate performance.
Requirements
1. CRM Management & Optimization
- Oversee end-to-end Zoho CRM administration customization and configuration.
- Create modify and optimize modules fields layouts workflows and automation rules.
- Ensure CRM structure supports business processes across sales renewal and operations teams.
- Maintain data integrity security and accessibility across user roles and profiles.
2. Workflow Automation & Process Improvement- Develop automation solutions to reduce manual tasks and enhance team productivity.
- Build workflows rules blueprints and processes that streamline lead management and client lifecycle stages.
- Identify gaps in current processes and recommend improvements for system efficiency.
3. Data Accuracy Reporting & Dashboards- Ensure complete and accurate data entry across all CRM stages.
- Create manage and optimize dashboards and reports for leadership and sales teams.
- Monitor data hygiene and implement regular checks cleanups and corrections.
4. Sales Operations & Support- Assist sales teams by providing real-time insights lead behavior tracking and performance analytics.
- Coordinate with cross-functional teams to ensure CRM supports day-to-day operations.
- Train team members to effectively use CRM tools features and best practices.
5. Integration & Technical Coordination- Collaborate with IT and external partners to integrate Zoho CRM with other apps (Zoho apps telephony WhatsApp marketing tools APIs).
- Troubleshoot system issues bugs and configuration problems.
- Ensure CRM scalability as the company grows.
Benefits
- 34 years of hands-on experience with Zoho CRM (administration customisation automation).
- Strong understanding of sales workflow management pipelines and CRM logic.
- Experience with Zoho ecosystem apps (Zoho Books Zoho Campaigns Zoho Desk Zoho Flow etc ) is an advantage.
- Ability to translate operational needs into system workflows.
- Excellent analytical organisational and communication skills.
- Proficiency in dashboards reporting and CRM analytics.
- Understanding of API-based integrations is a plus.
RadiantBiz is looking for a sharp process-driven Zoho CRM Executive who knows the platform inside out. If you enjoy turning messy pipelines into clean efficient systems and believe automation is a superpower this role is built for you.Youll be the backbone of our CRM operations ensuring that our sa...
RadiantBiz is looking for a sharp process-driven Zoho CRM Executive who knows the platform inside out. If you enjoy turning messy pipelines into clean efficient systems and believe automation is a superpower this role is built for you.
Youll be the backbone of our CRM operations ensuring that our sales operations and management teams have accurate data smart automations and real-time visibility to accelerate performance.
Requirements
1. CRM Management & Optimization
- Oversee end-to-end Zoho CRM administration customization and configuration.
- Create modify and optimize modules fields layouts workflows and automation rules.
- Ensure CRM structure supports business processes across sales renewal and operations teams.
- Maintain data integrity security and accessibility across user roles and profiles.
2. Workflow Automation & Process Improvement- Develop automation solutions to reduce manual tasks and enhance team productivity.
- Build workflows rules blueprints and processes that streamline lead management and client lifecycle stages.
- Identify gaps in current processes and recommend improvements for system efficiency.
3. Data Accuracy Reporting & Dashboards- Ensure complete and accurate data entry across all CRM stages.
- Create manage and optimize dashboards and reports for leadership and sales teams.
- Monitor data hygiene and implement regular checks cleanups and corrections.
4. Sales Operations & Support- Assist sales teams by providing real-time insights lead behavior tracking and performance analytics.
- Coordinate with cross-functional teams to ensure CRM supports day-to-day operations.
- Train team members to effectively use CRM tools features and best practices.
5. Integration & Technical Coordination- Collaborate with IT and external partners to integrate Zoho CRM with other apps (Zoho apps telephony WhatsApp marketing tools APIs).
- Troubleshoot system issues bugs and configuration problems.
- Ensure CRM scalability as the company grows.
Benefits
- 34 years of hands-on experience with Zoho CRM (administration customisation automation).
- Strong understanding of sales workflow management pipelines and CRM logic.
- Experience with Zoho ecosystem apps (Zoho Books Zoho Campaigns Zoho Desk Zoho Flow etc ) is an advantage.
- Ability to translate operational needs into system workflows.
- Excellent analytical organisational and communication skills.
- Proficiency in dashboards reporting and CRM analytics.
- Understanding of API-based integrations is a plus.
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