Zoho CRM Specialist & Systems Optimization Consultant

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Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

Zoho CRM Specialist & Systems Optimization Consultant (Full-Time)

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams and place their operations on autopilot.

And we’re looking for an experienced Zoho CRM Specialist & Systems Optimization Consultant to join our team!

Duties and Responsibilities include but are not limited to:

1. Conduct a comprehensive audit of the existing customized Zoho CRM, including modules, fields, layouts, workflows, automations, Blueprints, reports, dashboards, integrations, and user permissions.

2. Identify CRM errors, broken processes, redundant configurations, data-quality issues, bottlenecks, and opportunities for improvement.

3. Build, troubleshoot, repair, and optimize Zoho CRM Blueprints and workflow automations.

4. Develop and modify custom modules, fields, layouts, functions, and other CRM components as needed.

5. Diagnose and resolve technical issues, automation failures, configuration errors, and unexpected CRM behavior.

6. Work with Deluge scripting, APIs, webhooks, and third-party integrations relevant to the CRM environment.

7. Review and improve CRM workflows to ensure they align with actual business processes and operational requirements.

8. Maintain clear documentation of CRM customizations, dependencies, fixes, configuration changes, and system processes.

9. Serve as the primary technical point of contact for Zoho CRM questions, troubleshooting, and support.

10. Investigate reported issues, identify root causes, implement approved solutions, and verify that fixes work properly.

11. Review reports, dashboards, pipeline stages, data fields, tags, and data-entry practices for accuracy and consistency.

12. Create and maintain a centralized, searchable online training manual with step-by-step instructions, screenshots, examples, and troubleshooting guidance.

13. Develop training materials and conduct training sessions for new and existing users.

14. Provide regular updates to leadership regarding completed work, identified issues, recommendations, priorities, and outstanding items.

15. Maintain a prioritized improvement roadmap and recommend practical ways to improve efficiency and reduce manual work.

Qualifications:

• Demonstrated hands-on experience administering, configuring, troubleshooting, and developing Zoho CRM.

• Proven experience building and maintaining Zoho CRM Blueprints and complex workflow automations.

• Experience working with customized or bespoke Zoho CRM environments.

• Working proficiency in Deluge and the ability to diagnose and modify custom functions.

• Experience with custom modules, fields, layouts, validation rules, permissions, and CRM data structures.

• Experience working with APIs, webhooks, and third-party integrations.

• Strong analytical and problem-solving skills with the ability to identify root causes and implement lasting solutions.

• Experience documenting technical systems and creating user-friendly training materials.

• Strong written and spoken English, with the ability to explain technical concepts to non-technical users.

• Excellent organization, follow-through, attention to detail, and communication skills.

• Ability to work independently and manage competing priorities.

• Experience supporting professional-services firms, law firms, or businesses with structured intake, sales, and client-service processes is a plus.

• Commitment to confidentiality, data security, and responsible handling of sensitive client information.

Technical Requirements:

• USB Headset with Noise Cancellation feature

• Working Webcam

• Computer with at least 1.8 GHz processor and at least 4GB RAM

• Main Internet Service Speed: at least 25 Mbps

• Backup Internet Service Speed: at least 10 Mbps

• Reliable internet connection suitable for full-time remote work

Benefits:

• Competitive USD Compensation

• Performance Incentives

• Job Security and Stability

• Paid Training

• Inclusive Culture

• Upskilling Opportunities

• 100% Work-From-Home

• Exceptionally Supportive Team

• Opportunities for Career Growth

• Fun Work Environment

• Holiday & Overtime Pay, where applicable

Schedule and Location:

Schedule: Monday–Friday, 8:00 AM – 5:00 PM Eastern Time
Employment Type: Full-Time
Location: Remote — Mexico and Global Candidates

Candidates outside the Americas must be able to consistently work the required Eastern Time schedule.

Salary Package:

USD $1,500 per month

Software Tools and Websites Required:

• Zoho CRM

• Zoho Blueprints

• Zoho Workflow Automation

• Deluge

• APIs and Webhooks

• Third-Party Integrations

Experience with Zoho Flow, Zoho Analytics, Zoho Desk, Zoho Forms, Zoho WorkDrive, or related Zoho applications is a plus.

Training Provided:

• Familiarization with the firm's existing Zoho CRM configuration and business processes.

• Training on the firm's CRM workflows, procedures, and operational requirements.

• Business-specific processes and documentation standards.

• Coordination with leadership and staff regarding approved CRM improvements.
  
  

Only qualified candidates will be invited to take the assessment and be scheduled for an interview.

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