CRM Analyst | Zoho

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)

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.

Safeguard data quality and governance: define data standards, run deduplication and validation routines, and monitor the completeness and accuracy of records across the pipeline.

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.

Partner with business stakeholders to gather requirements, translate them into CRM solutions, document processes, and train end users on new features and best practices.

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.

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.

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.

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.

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.

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.