Zoho CRM Expert

4 days ago

Mohali Punjab, India Innovative Incentives Rewards Pvt. Ltd Full time

**Role Overview**

We are seeking a highly organized, detail-driven, and experienced **Zoho CRM Expert** to manage and operate our CRM platform on a daily basis. This is a core operations role—ideal for someone who knows the Zoho ecosystem inside out and can ensure that leads, data, workflows, and reports are all flowing seamlessly across departments.

You will act as the **go-to person** for all things Zoho CRM—from entering and updating records to assigning leads, managing user roles, running reports, and ensuring the CRM is being used effectively by the team. This is not a developer role—it’s for someone who **lives inside Zoho**, understands business workflows, and ensures nothing slips through the cracks.

**Key Responsibilities**
- **Operate and maintain Zoho CRM** on a daily basis, ensuring clean data, timely updates, and accurate record-keeping across modules (Leads, Contacts, Deals, Tasks, etc.).
- **Assign leads and follow-up tasks** to internal teams based on business rules and SLAs.
- **Run and share daily/weekly/monthly reports** for management on lead status, conversion funnels, follow-up delays, and team performance.
- **Ensure CRM discipline across teams**, track user activity, and flag gaps in data entry or follow-ups.
- **Coordinate with sales, marketing, support, and admin teams** to ensure CRM reflects ground realities accurately.
- **Tag, categorize, and segment CRM records** to enable focused campaigns and targeted communication.
- **Manage user roles, access controls**, and team hierarchies within Zoho CRM.
- **Coordinate with tech teams or Zoho support** in case of system issues, integration challenges, or custom view needs.

**Preferred Profile**
- 2+ years of hands-on experience operating **Zoho CRM** as a daily user in a sales or operations environment.
- Familiar with modules like Leads, Contacts, Deals, Campaigns, Tasks, Reports, and basic automations.
- Strong Excel/Google Sheets skills for basic data manipulation and uploads into CRM.
- Good communication skills for coordinating with teams and training new users on CRM best practices.
- Well-organized with a process-driven mindset and attention to detail.
- Prior experience working in a tech-enabled sales or service business is a plus.

**You’ll Thrive in This Role If You Are**:

- Someone who **works best when everything is structured and trackable**.
- A natural at keeping systems clean, updated, and aligned to real-world activity.
- Comfortable chasing teams to update data or close tasks on time.
- Tech-savvy and quick to learn new features or suggest improvements.
- Reliable, process-focused, and someone others depend on to “keep the system running.”

Pay: ₹360,000.00 - ₹400,000.00 per year

**Experience**:

- ZOHO CRM: 2 years (preferred)

**Location**:

- Mohali, Punjab (preferred)

Work Location: In person

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