Zoho CRM Administrator/Zoho CRM Specialist(WFO)

2 days ago

Ahmedabad India Next-GrowthStep Full time

Job Description Company Description Next-GrowthStep is a fast-growing product marketing & growth consultancy in Ahmedabad. We work with SaaS and AI clients across the US, Europe, Australia, and the Middle East. This is NOT a basic CRM operator role. We want someone who deeply understands Zoho's ecosystem, can build automations, configure modules, improve data flows, and ensure that the company and clients run efficiently through a well-structured CRM backbone. You will work directly with the founder and internal teams to manage Zoho across multiple functions. Role Description 1. Zoho CRM Management - Configure, maintain, and optimize Zoho CRM - Manage all modules: Leads, Contacts, Accounts, Deals, Tasks, Notes - Ensure accurate and clean data flow across the CRM 2. Automations & Integrations - Build workflows using Zoho Flow, Blueprint, and Automation - Connect Zoho CRM with other Zoho apps (Zoho Books, Zoho Campaigns, Zoho Forms, etc.) - Integrate CRM with external platforms (email tools, websites, ad tracking, forms) - Ensure seamless lead-routing, scoring, nurturing, and sales automation. 3. Lead & Sales Management - Create and manage pipelines for sales and marketing funnels - Track leads from capture qualification deal close - Set up automated follow-ups and reminders - Maintain activity logs and pipeline hygiene 4. Invoicing & Financial Workflows - Manage Zoho Books or Zoho Invoice setup - Generate invoices, estimate templates, payment reminders - Automate invoice workflows and client records - Coordinate with internal teams on accounting checkpoints 5. Internal Collaboration - Work closely with marketing, sales, and operations teams - Support the founder with CRM insights, dashboards, and reporting - Set up systems that make team workflows faster and more transparent 6. Reporting & Analytics - Build Daily/Weekly dashboards for: - Lead flow & source performance - Sales pipeline status - Conversion rates - Activity tracking - Revenue and invoicing updates - Suggest improvements based on CRM insights

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