CRM Executive

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

• 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.
  

• 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.
  

• 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.
  

• 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.
  

• 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.