Zoho CRM Administrator/Zoho CRM Specialist(WFO)

Company Description

Next-GrowthStep is a fast-growing product marketing & growth consultancy in Ahmedabad. We work with SaaS and AI clients across the US, Europe, Australia, and the Middle East.

This is NOT a basic CRM operator role.

We want someone who deeply understands Zoho’s 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.

Role Description

1. Zoho CRM Management

• Configure, maintain, and optimize Zoho CRM
• Manage all modules: Leads, Contacts, Accounts, Deals, Tasks, Notes
• Ensure accurate and clean data flow across the CRM

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 Books or Zoho Invoice setup
• Generate invoices, estimate templates, payment reminders
• Automate invoice workflows and client records
• Coordinate with internal teams on accounting checkpoints

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