Zoho CRM Specialist/ Zoho Business Operations Analyst

Company Description

Next-GrowthStep is a product marketing & growth company working with SaaS, AI, and B2B brands across global markets. Were looking for a Zoho CRM and Implementation Specialist.

For our internal operations and client-delivery teams, were looking for a Zoho CRM Expert who can independently manage, optimise, and automate Zoho across leads, sales, workflows, invoicing, reporting, and integrations.

About the Role

This is NOT a basic CRM operator role.

We want someone who deeply understands Zohos ecosystem, can build automations, configure modules, improve data flows, and ensure that the company and clients run efficiently through a well-structured CRM backbone.

You will work directly with the founder and internal teams to manage Zoho across multiple functions.

Joining: Immediate/Within 30 days

Key Responsibilities

1. Zoho CRM Management

• Configure, maintain, and optimise Zoho CRM
• Manage all modules: Leads, Contacts, Accounts, Deals, Tasks, Notes
• Ensure accurate and clean data flow across the CRM
• Set up dashboards, reports, workflows, and automation rules.

2. Automations & Integrations

• Build workflows using Zoho Flow, Blueprint, and Automation
• Connect Zoho CRM with other Zoho apps (Zoho Books, Zoho Campaigns, Zoho Forms, etc.)
• Integrate CRM with external platforms (email tools, websites, ad tracking, forms)
• Ensure seamless lead-routing, scoring, nurturing, and sales automation.

3. Lead & Sales Management

• Create and manage pipelines for sales and marketing funnels
• Track leads from capture qualification deal close
• Set up automated follow-ups and reminders
• Maintain activity logs and pipeline hygiene

4. Invoicing & Financial Workflows

• Manage Zoho Invoice setup
• Generate invoices, estimate templates, and payment reminders
• Coordinate with internal teams on the accounting checkpoint

5. Internal Collaboration

• Work closely with marketing, sales, and operations teams
• Support the founder with CRM insights, dashboards, and reporting
• Set up systems that make team workflows faster and more transparent

6. Reporting & Analytics

Build Daily/Weekly dashboards for:

• Lead flow & source performance
• Sales pipeline status
• Conversion rates
• Activity tracking
• Revenue and invoicing updates
• Suggest improvements based on CRM insights

What Were Looking For

Technical Skills

• 2+ years of hands-on experience with Zoho CRM (mandatory)
• Strong understanding of Zoho ecosystem:
• Zoho CRM, Zoho Campaigns, Zoho Flow, Zoho Forms, Zoho Integration
• Deep knowledge of workflows, automation, blueprints, and data mapping
• Ability to manage integrations with websites, social media,and landing pages
• Comfortable working with reports and custom dashboards
• Bonus: Experience with API integrations

Mindset & Personality

• Ownership mindset self-driven & accountable
• Works fast, accurate, and without constant guidance
• Strong attention to detail
• Excellent written and spoken English
• Organised, reliable, and solution-oriented
• Comfortable in a fast-paced startup environment

Why Join Next-GrowthStep?

• Work with SaaS & AI companies globally.
• Build scalable CRM systems from the ground up
• Fast execution environment with full ownership
• Direct exposure to growth and operations
• Culture that values trust, accountability, and speed

How to Apply

Send your resume to: meghavi@next-growthstep.com

Subject: Application Zoho CRM Expert