Business Analyst with Zoho CRM
Posted 1 week ago by Q1 Technologies, Inc.
Negotiable
Undetermined
Remote
Remote
Summary: The role of Business Analyst with Zoho CRM involves designing, implementing, and maintaining Zoho CRM solutions tailored to business needs. The position requires managing data integrity, system integrations, and user reporting to enhance operational workflows. The analyst will collaborate with various stakeholders to translate business requirements into effective technical solutions. This is a remote position for a duration of 12 months.
Key Responsibilities:
- Work with stakeholders (sales, marketing, operations teams) to understand business needs
- Analyze existing CRM processes and identify gaps
- Translate business requirements into technical solutions within Zoho CRM
- Set up Zoho CRM modules, fields, layouts, profiles, and workflows
- Configuration experiences in lead and deal pipelines, automation rules, email templates, and notifications
- Customize UI and user roles to match business processes
- Develop custom functions using Deluge scripting
- Build integrations with third-party systems (ERP, marketing platforms, payment gateways, etc.)
- Create APIs or use Zoho integrations (Zoho Books, Desk, Campaigns, etc.)
- Customize reports, dashboards, and analytics
- Import/export data from legacy systems
- Cleanse and structure data
- Ensure data integrity and deduplication
- Set up data security and access controls
Key Skills:
- Experience with Zoho CRM
- Strong analytical skills
- Technical configuration skills
- Proficiency in Deluge scripting
- Knowledge of data integrity and security
- Experience with third-party system integrations
- Ability to customize reports and dashboards
- Strong communication skills
Salary (Rate): undetermined
City: undetermined
Country: undetermined
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
Business Analyst with Zoho CRM
Remote
12 Months
Design, implement, and maintain comprehensive Zoho CRM solutions by translating business requirements into automated, scalable technical configurations and custom Deluge scripts. You will also manage end-to-end data integrity, system integrations with third-party platforms, and user-facing reporting to optimize operational workflows across the organization.
Role Descriptions:
Work with stakeholders (sales| marketing| operations teams) to understand business needs Analyze existing CRM processes and identify gaps Translate business requirements into technical solutions within Zoho CRM Set up Zoho CRM modules| fields| layouts| profiles| and workflows Configuration experiences in Lead and deal pipelines| Automation rules (workflows|approvals| blueprints)|Email templates and notifications Customize UI and user roles to match business processes Develop custom functions using Deluge scripting Build integrations with third-party systems (ERP| marketing platforms| payment gateways|etc.) Create APIs or use Zoho integrations (Zoho Books| Desk| Campaigns| etc.) Customize reports| dashboards| and analytics Import export data from legacy systems Cleanse and structure data Ensure data integrity and deduplication Set up data security and access controls
Remote
12 Months
Design, implement, and maintain comprehensive Zoho CRM solutions by translating business requirements into automated, scalable technical configurations and custom Deluge scripts. You will also manage end-to-end data integrity, system integrations with third-party platforms, and user-facing reporting to optimize operational workflows across the organization.
Role Descriptions:
Work with stakeholders (sales| marketing| operations teams) to understand business needs Analyze existing CRM processes and identify gaps Translate business requirements into technical solutions within Zoho CRM Set up Zoho CRM modules| fields| layouts| profiles| and workflows Configuration experiences in Lead and deal pipelines| Automation rules (workflows|approvals| blueprints)|Email templates and notifications Customize UI and user roles to match business processes Develop custom functions using Deluge scripting Build integrations with third-party systems (ERP| marketing platforms| payment gateways|etc.) Create APIs or use Zoho integrations (Zoho Books| Desk| Campaigns| etc.) Customize reports| dashboards| and analytics Import export data from legacy systems Cleanse and structure data Ensure data integrity and deduplication Set up data security and access controls