Zoho One CRM & Automation Specialist

Philippines

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Biotechnology, Customer Relationship ManagementIndustries

Requirements

Proven expertise in the Zoho One ecosystem, including CRM, Creator, and Books, is required. Candidates must have a strong background in workflow automation, CRM customization, and integrations, along with familiarity with AI tools like Zoho Zia, chatbots, and AI-driven workflows. Strong problem-solving, analytical, and documentation skills are essential, and experience with reporting, dashboards, and client portal development is preferred.

Responsibilities

The Zoho One CRM & Automation Specialist will be responsible for cleaning and managing CRM data, including deduplicating and standardizing contacts, accounts, and deals. They will design and implement automated workflows in Zoho CRM to streamline processes and reduce manual input. Additionally, the specialist will build customized dashboards for real-time KPI visibility, develop customer-facing portals for documentation and communication, and utilize Zoho AI features and integrations to enhance customer interactions and ensure platform scalability.

Skills

Zoho One

Zoho CRM

Zoho Creator

Zoho Books

Workflow Automation

CRM Customization

Data Management

Data Hygiene

Reporting

Dashboard Creation

Customer Portals

AI Tools

Zoho Zia

Chatbots

Integrations

Remote

Global employment platform for payroll management

About Remote

Remote.com is a global employment platform that helps businesses hire, manage, and pay employees in various countries. It simplifies international human resources tasks such as compliance, payroll, and benefits management, allowing companies to focus on their core operations. Remote.com stands out by prioritizing data security with ISO27001 certification and SOC 2 compliance, while offering a flexible pricing model that reduces manual work. The company's goal is to provide a comprehensive solution for efficiently managing international talent.

San Francisco, CaliforniaHeadquarters

2019Year Founded

$482.5MTotal Funding

SERIES_CCompany Stage

Consulting, CybersecurityIndustries

5,001-10,000Employees