Zoho Operations Efficiency Specialist

2 days ago


Cainta, Calabarzon, Philippines beBeeSpecialist Full time ₱550,000 - ₱700,000
Job Overview

You will play a pivotal role in streamlining and optimizing operations within the Zoho One ecosystem, utilizing cutting-edge technology to enhance efficiency and productivity.

Key Responsibilities
  • Data Management: Implement data hygiene and enrichment protocols to ensure accuracy and consistency across modules, eliminating duplicates and standardizing records for seamless integration.
  • Workflow Automation: Design and implement automated workflows to streamline lead-to-deal conversion processes, reduce manual input, and improve overall workflow efficiency.
  • Reporting & Dashboards: Develop customized dashboards for real-time visibility of company KPIs, providing actionable insights on sales performance, pipeline health, and client activity.
  • Customer Portals & Engagement: Create branded customer portals for borrowers and clients, centralizing documentation, communication, and deal progress tracking while incorporating AI-driven tools to enhance customer interactions.
  • AI & Integration: Leverage Zoho's AI features and integrate various apps into a seamless platform, ensuring scalability and adherence to best practices to support long-term business growth.
Requirements
  • Proven expertise in the Zoho One ecosystem with emphasis on CRM customization, workflow automation, and integrations.
  • Strong analytical and problem-solving skills, with experience in data management, reporting, and dashboard development.
  • Familiarity with AI tools and features within Zoho, as well as experience with project management and team collaboration.
  • Ability to document and communicate complex ideas effectively.
  • Experience with business intelligence and analytics preferred.


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