CRM Architect and Sales operation Specialist

7 days ago


rajkot, India Xeni Full time

Job Title: CRM Architect and Sales Operations Specialist (Remote)

Company: Xeni Travel Private Limited

Location: Remote

Working Hours: Flexible, with availability till 10 PM IST to align with USA time zones

Contract Type: Full-time


Job Summary:

We are seeking an experienced business analyst and strategist proficient in Zoho CRM and its suite of tools. This role combines strategic business analysis with hands-on Zoho CRM expertise to streamline processes, enhance reporting, and drive growth. You will gather and analyze business requirements for CRM integration, working with stakeholders to map processes and data flows, ensuring the CRM becomes a robust tool aligned with business objectives.


Key Responsibilities:

  • Gather and analyze business requirements for CRM integration by collaborating with stakeholders to map processes and data flows.
  • Ensure the CRM aligns with business needs and identify areas for process improvement.
  • Act as a bridge between technical and non-technical teams.
  • Manage data migration, cleansing, and validation.
  • Ensure data consistency and quality across systems.
  • Develop processes for ongoing data governance.
  • Analyze data insights to optimize CRM functionality.


Qualifications:

Experience:

  • Minimum of 3+ years in a Zoho CRM Specialist or related role, with a strong emphasis on sales operations and business analysis.
  • Demonstrated success in managing CRM integrations, automation, and customizations.

Technical Proficiency:

  • Expert-level knowledge of Zoho CRM, including workflow automations, integrations with third-party tools, and custom solutions.

Strategic Thinking:

  • Proven ability to design and implement CRM strategies that align with organizational goals.
  • Strong analytical skills with experience in data-driven decision-making.

Project Leadership:

  • Experience overseeing CRM implementation projects, ensuring on-time delivery and alignment with business objectives.


Additional responsibilities:

  • Oversee the entire CRM integration project.
  • Ensure timely execution, budget adherence, and alignment with business objectives.


Must-Have Requirements:

  • Time Zone Flexibility: Ability to work until 10 PM IST to ensure effective collaboration with USA-based teams.
  • Remote Work Skills: Self-driven and comfortable working independently in a remote environment.

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