CRM Zoho Analyst

1 month ago


Mumbai, India A K Capital Finance Full time

Essential duties and responsibilities:


  • Define project scope and document business requirements.
  • Design technical specifications, using best practices and minimizing the need for custom coding.
  • Provide internal CRM consulting, analyze data and processes to improve the business process to driving growth.
  • Create solutions on our ZOHO platform to meet the internal customer requirements.
  • Automate processes using ZOHO automation tools.
  • Create test scenarios and do solution testing.
  • Functional and technical CRM support as well as troubleshooting of (integration) issues.
  • Support the set-up of integrations to existing business systems.
  • Project management and project documentation.
  • Prepare Customised Management Reporting Dashboard

Key Behaviors for Success


  • Demonstrates understanding of the needs and expectations of our dynamic organization.
  • Shows strong customer orientation.
  • Applies critical thinking when reviewing customer requests.
  • Able to self-train quickly and pick up new skills as necessary.
  • Strong problem solving, critical thinking, and analytical skills to set up and interpret logic, data tables and rule relationships.
  • Builds relationships with internal customers and within team in a fast paced environment.
  • Strong communication skills.




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