Job Summary

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...