Key responsibilities
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Administer and maintain the CRM platform — users, roles, profiles, layouts, modules, fields, and permissions keeping the system aligned with evolving business processes. This role has to be able to manage any CRM platform (we are evaluating current Zoho platform)
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Design and maintain automations (workflows, blueprints, assignment and scoring rules) and integrations across the Zoho suite (Campaigns, Desk, Analytics, Flow, Creator) to reduce manual work and enforce process consistency.
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Safeguard data quality and governance: define data standards, run deduplication and validation routines, and monitor the completeness and accuracy of records across the pipeline.
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Build and maintain dashboards and reports in Zoho CRM/Analytics that give Sales, Marketing, and leadership clear visibility into pipeline health, conversion, and performance KPIs.
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Partner with business stakeholders to gather requirements, translate them into CRM solutions, document processes, and train end users on new features and best practices.
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Support integrations and data flows between Zoho CRM and other tools (marketing, telephony, finance/ERP), troubleshooting issues and coordinating with vendors or IT as needed.
Qualifications
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Software / tools: Hands-on experience administering and configuring Zoho CRM. Familiarity with the broader Zoho One suite (Analytics, Campaigns, Desk, Flow, Creator) is highly valued, along with solid spreadsheet skills (Excel / Google Sheets) and a basic understanding of APIs and integrations.
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Specific knowledge: Understanding of end-to-end sales and marketing processes (lead-to-cash), CRM data models, pipeline management, and reporting; experience supporting B2B / commercial teams. Deluge scripting and Zoho Flow / webhooks are a plus.
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Expected results: A reliable, well-governed CRM with high data quality, automated workflows that reduce manual effort, and timely, accurate dashboards that support decision-making and pipeline growth.
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Skills: Analytical, problem-solving mindset with strong attention to detail; clear communication to translate between business and technical language; ability to train and support users; and self-management to prioritize multiple requests.
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Desirable (not essential): Zoho certifications; experience with SQL or BI tools; intermediate/advanced English (Portuguese a plus); and prior experience in a similar CRM Analyst or Sales Operations role.
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Education: Bachelor's degree in business administration, information systems, computer science, marketing, data, or a related field, or equivalent practical experience.
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Language and level of proficiency: advanced English.
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Software and technical skills: hands-on Zoho CRM administration (modules, layouts, fields, workflows, and blueprints); Deluge scripting and/or Zoho Flow for automation; SQL for reporting and data validation; data import/export, deduplication, and bulk updates; integrations via REST APIs and webhooks.
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Specialized knowledge: CRM data governance and hygiene (naming conventions, standardization, deduplication, and ungoverned-object cleanup); sales operations fundamentals (lead-to-cash flow, pipeline stages, KAM/account structures); and report and dashboard design within CRM analytics.
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Experience: <=3 years in CRM administration/analysis or sales/revenue operations, ideally working with Zoho CRM.
Benefits
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100% Company-funded health insurance for employee and immediate family
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Company-funded employee life and disability insurance
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Paid vacation days, unlimited sick leave
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$2,000 USD annual Co-working Travel perk
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$2,000 USD annual Professional Development perk
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Phone finance, headphone benefit, home office equipment allowance and wellness
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Catered lunches