Zoho Executive

Fox Energy; Ahmedabad District; On-site; INR 250,000 - 450,000; Full time

Job summary

A recognized energy firm in Ahmedabad District is seeking a detail-oriented Zoho CRM Specialist to manage their database, ensuring data integrity and user support. Responsibilities include regular audits of the CRM, handling data imports/exports, and assisting with user inquiries. The ideal candidate should have 6 to 18 months of experience with Zoho CRM, strong Microsoft Excel skills, and a process-oriented mindset. This is a full-time role with competitive pay and growth opportunities.

Qualifications

• 6 to 18 months of experience within Zoho CRM.
• Strong command over Microsoft Excel features.
• Ability to identify inconsistencies in large data sets.
• Clear communication skills for sales coordination.

Responsibilities

• Perform regular audits of the CRM.
• Handle import/export of data ensuring accuracy.
• Use Zoho tools to merge duplicate records.
• Assist in setting up workflow rules.
• Provide user support for CRM data entry.
• Generate reports on lead status.

Skills

Zoho CRM experience

Microsoft Excel proficiency

Attention to detail

Clear communication skills

Process mindset

Tools

Zoho CRM

Microsoft Excel

Zoho Sheet View

Job description

Experience: 6 Months – 1.5 Years

Employment Type: Full-Time

Role Overview

We are looking for a focused and detail-oriented Zoho CRM Specialist to manage our database and ensure data integrity. Your primary responsibility will be to act as the custodian of our CRM, ensuring that all lead, contact, and deal information is accurate, deduplicated, and properly categorized to support our sales and marketing teams.

Key Responsibilities

• Data Entry & Hygiene: Perform regular audits of the CRM to identify and fix missing information, formatting errors, and outdated records.
• Bulk Data Management: Handle the import and export of data from external sources (Excel/CSV), ensuring 100% accuracy in field mapping.
• Deduplication: Use Zoho’s built-in tools to merge duplicate records and maintain a "single source of truth."
• Workflow Support: Assist in setting up simple workflow rules, email templates, and assignment rules to automate lead distribution.
• User Support: Act as the first point of contact for team members who need help with CRM data entry or finding specific records.
• Reporting: Generate weekly/monthly reports on lead status, pipeline health, and data completion rates using Zoho CRM’s reporting module.

Required Skills & Qualifications

• Experience: 6 to 18 months of hands‑on experience specifically within Zoho CRM.
• Data Proficiency: Strong command over Microsoft Excel (VLOOKUPs, Data Cleaning, Pivot Tables) as it relates to CRM imports.
• Process Mindset: An understanding of the Lead → Contact → Deal lifecycle.
• Attention to Detail: Ability to spot inconsistencies in large datasets that others might miss.
• Communication: Clear verbal and written communication skills for coordinating with the sales team.

Preferred Qualifications

• Basic understanding of Zoho Analytics or Zoho Creator.
• Experience with Zoho Sheet View for bulk editing.
• Knowledge of Validation Rules to prevent "dirty data" from entering the system.