ZOHO CRM Specialist

7 days ago

Clark Freeport Zone Pampanga, Philippines PREMIER OUTSOURCE PARTNERS INC. Full time ₱600,000 - ₱1,200,000 per year

Roles and Responsibilities:✓ Manage the day-to-day operations of the Zoho One suite (CRM, Campaigns, Desk, Books, Creator, Analytics, Flow) to ensure all systems run smoothly and meet business needs.

✓ Design, build, and maintain automated workflows and integrations across

Zoho applications and other platforms. Leverage Zoho Flow, custom functions (Deluge scripting), and APIs (as

needed) to integrate processes between Marketing, Sales, NovaMED, and Patient Concierge units.

✓ Oversee lead management in Zoho CRM – from lead capture to

conversion. Implement proper lead tagging, segmentation, and assignment rules to streamline the sales funnel

and follow-up process

✓ Develop and refine custom workflows in Zoho CRM (and related apps)

to automate business processes (e.g. follow-up reminders, task creation, status updates).

✓ Manage Zoho Campaigns for email marketing and drip campaigns. Set up

campaign automations and customer journeys to nurture leads and engage existing patients.

✓ Create and maintain real-time dashboards and reports using Zoho CRM and Zoho

Analytics. Track key performance indicators (KPIs) for sales, marketing, and operations (e.g., lead conversion

rates, campaign ROI, patient onboarding status).

✓ Ensure high data quality across all Zoho applications. Perform regular data

audits and clean-ups (removing duplicates, updating missing fields, etc.) to maintain data integrity.

✓ Act as the go-to Zoho expert for the team.

✓ Stay updated on the latest Zoho One features and best practices.

Key Qualifications:

✓ 3+ yrs in using Zoho One

✓ With valid Zoho Certification

✓ Proven ability to build and automate business processes using Zoho tools

✓ Excellent English comm skills

✓ Self-motivated and able to work independently with minimal supervision

✓ Bachelor's  Degree in  Information Systems, Computer Science, Business, or a related field is a plus (but not strictly required if experience and skills are strong).

✓ Willing and able to work on-site

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