Zoho CRM Specialist

Bonifacio Global City, Philippines | Posted on 09/16/2025

• State/Province National Capital Region (Manila)
• Country Philippines

Execo solves complex problems for our customers in areas like legal, marketing, and sales. With over 400 employees in six countries, we supercharge incredible talent with AI technology.

We believe in deploying “AI where it matters, and people where it counts.” Driven by the power of AI plus A+ global talent, we are redefining what it means to deliver exceptional outsourcing services. Execo has united six different companies, each with incredible capabilities and clients. Today, with over 400 dedicated employees worldwide, we continue to push the boundaries of what's possible for our customers.

Are you a Zoho expert who wants your technical skills to have a profound human impact? Do you believe the best systems are the ones that create seamless, compassionate experiences for people?

This isn’t a typical CRM administrator role. We are looking for a Zoho CRM Specialist to be the technical and operational backbone of our patient journey. You will not only build and optimize our systems but also use them to provide high-touch, empathetic support to our patients. If you're ready to use your deep Zoho expertise to directly shape and improve lives, you've found your mission.

Summary of Role

As the Zoho CRM Specialist, you are the ultimate owner of the systems that power our patient experience. You will be responsible for building, managing, and optimizing our entire Zoho tech stack while also acting as a key communication link to our patients. Your role is a unique fusion of deep technical expertise and high-touch empathetic support. You will use your mastery of Zoho to create sophisticated automations and dashboards, and then leverage those tools to ensure every patient receives timely, compassionate, and effective communication.

• Architect Our Patient Experience Engine on Zoho: You will be our in-house expert, building and managing custom automations, workflows, and dashboards within the Zoho platform. Your work will be the foundation of our patient communication and data management.
• Serve as a Compassionate Patient Advocate: You will be a primary point of contact for patients, conducting instant warm lead outreach via SMS and email within a strict 15-minute SLA and providing clear, empathetic support throughout their journey.
• Leverage AI for Smarter Engagement: You will utilize AI-generated call summaries and insights to formulate actionable next steps, applying sentiment-based prioritization to ensure the most critical patient needs are addressed first.
• Drive Strategy Through Data: You will own our reporting, interpreting stage-by-stage conversion rates and other key metrics. Your analysis of CAC and ROI will provide the strategic insights that guide our growth and improve the patient funnel.

We are looking for a unique individual who is both a technical builder and a natural empath. You’ll thrive here because:

• You Are a Certified Zoho Expert. With a minimum of 3 years of experience as a Zoho Full Stack Build expert, you have a proven track record of building and optimizing custom solutions from the ground up.
• You Have a Deep Sense of Empathy. You possess high emotional intelligence and a genuine ability to connect with patients, build trust, and provide compassionate support.
• You Are a Data-Driven Strategist. You are skilled in creating and analyzing dashboards and reports to provide actionable insights. You understand lead generation and how your work contributes to the bigger picture.
• You Are a Master Communicator. You can translate complex information into clear, concise messages and are comfortable managing ongoing patient communication with professionalism and care.