Job Description

Position: CRM Specialist

Number of hours: 40 hours/week
Schedule: UK Timezone

Tasks required:

• Manage and maintain the company’s CRM system (preferably Zoho CRM or equivalent).

• Design, build, and optimize automated workflows and data pipelines within the CRM.

• Configure and customize CRM modules, fields, dashboards, and reports to meet business needs.

• Integrate external tools and platforms using APIs and third-party connectors (e.g., Zapier, Make, or native integrations).

• Collaborate with sales, marketing, and operations teams to improve CRM usage and adoption.

• Ensure CRM data integrity, accuracy, and compliance with internal policies.

• Identify and implement process improvements for better client and team experience.

• Provide user training, documentation, and ongoing system support.

Requirements

• Bachelor’s degree in Information Systems, Computer Science, Business, or related field.

• 2+ years of experience working with CRM platforms (Zoho CRM, HubSpot, Salesforce, Pipedrive, etc.).

• Proven experience in API integration and workflow automation

• Solid understanding of data structures, mapping, and system connectivity

• Experience supporting sales, marketing, or customer success functions through CRM enhancements.

• Experience managing CRM reporting, dashboards, and data analytics.

• Strong problem-solving, communication, and documentation skills.