CRM Analyst | Zoho

PayJoy, Inc; Ciudad de México; Presencial; MXN 420.000 - 660.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health plan

Dental and vision discounts

Life insurance

Phone and home office equipment

Christmas bonus

Vacation pay

Co-working travel perk

Professional development perk

Catered lunches

Descripción de la vacante

PayJoy, Inc. is seeking a Zoho CRM Analyst to administer and optimize the Zoho CRM ecosystem, ensuring clean data, efficient workflows, and actionable insights.

You will bridge business needs with the platform, configuring modules, automations, dashboards, and reports while safeguarding data quality. You will collaborate with Sales, Marketing, and Customer Success, building scalable dashboards and automations, and training end users on best practices.

Formación

• Experience administering Zoho CRM and configuring modules, automations, dashboards, and reports.
• Understanding of end-to-end sales/marketing processes and CRM data models.
• Ability to train end users and translate business needs into CRM solutions.
• Desirable: Zoho certifications; English proficiency; experience in a B2B environment.

Responsabilidades

• Administer and maintain the CRM platform—users, roles, profiles, layouts, modules, fields, and permissions.
• Design and maintain automations and integrations across Zoho suite to reduce manual work.
• Safeguard data quality and governance; define standards and perform deduplication.
• Build dashboards/reports in Zoho CRM/Analytics to track pipeline health and KPIs.
• Partner with stakeholders to gather requirements and train users on new features.
• Support data flows between Zoho CRM and marketing/telephony/ERP systems.

Conocimientos

Zoho CRM

Data governance

SQL basics

Analytical thinking

Stakeholder communication

Herramientas

Deluge scripting

Zoho Flow

Zoho Analytics

Descripción del empleo

About PayJoy

PayJoy, a Public Benefit Corporation, is a mission-first credit provider dedicated to helping under-served customers in emerging markets to achieve financial stability and success. Our patented technology for secured credit provides an on-ramp for new customers to enter the credit system. Through PayJoy’s point-of-sale financing and card offerings, customers gain access to a modern quality of life. PayJoy’s credit also allows our customers to seize opportunities as micro-entrepreneurs, and acts as insurance for tough times. Through our cutting-edge machine learning, data science, and anti-fraud AI, we have served over 18 million customers as of 2025 while achieving solid profitability for sustainable growth.

This role

The Zoho CRM Analyst is responsible for administering, optimizing, and continuously improving the company's Zoho CRM ecosystem so that Sales, Marketing, and Customer Success teams can rely on clean data, efficient workflows, and actionable insights. Acting as the bridge between business needs and the platform, this role configures modules, automations, dashboards, and reports, safeguards data quality

Key responsibilities

• Administer and maintain the CRM platform — users, roles, profiles, layouts, modules, fields, and permissions keeping the system aligned with evolving business processes. This role has to be able to manage any CRM platform (we are evaluating current Zoho platform)

• Design and maintain automations (workflows, blueprints, assignment and scoring rules) and integrations across the Zoho suite (Campaigns, Desk, Analytics, Flow, Creator) to reduce manual work and enforce process consistency.

• Safeguard data quality and governance: define data standards, run deduplication and validation routines, and monitor the completeness and accuracy of records across the pipeline.

• Build and maintain dashboards and reports in Zoho CRM/Analytics that give Sales, Marketing, and leadership clear visibility into pipeline health, conversion, and performance KPIs.

• Partner with business stakeholders to gather requirements, translate them into CRM solutions, document processes, and train end users on new features and best practices.

• Support integrations and data flows between Zoho CRM and other tools (marketing, telephony, finance/ERP), troubleshooting issues and coordinating with vendors or IT as needed.

Qualifications

• Software / tools: Hands-on experience administering and configuring Zoho CRM. Familiarity with the broader Zoho One suite (Analytics, Campaigns, Desk, Flow, Creator) is highly valued, along with solid spreadsheet skills (Excel / Google Sheets) and a basic understanding of APIs and integrations.

• Specific knowledge: Understanding of end-to-end sales and marketing processes (lead-to-cash), CRM data models, pipeline management, and reporting; experience supporting B2B / commercial teams. Deluge scripting and Zoho Flow / webhooks are a plus.

• Expected results: A reliable, well-governed CRM with high data quality, automated workflows that reduce manual effort, and timely, accurate dashboards that support decision-making and pipeline growth.

• Skills: Analytical, problem-solving mindset with strong attention to detail; clear communication to translate between business and technical language; ability to train and support users; and self-management to prioritize multiple requests.

• Desirable (not essential): Zoho certifications; experience with SQL or BI tools; intermediate/advanced English (Portuguese a plus); and prior experience in a similar CRM Analyst or Sales Operations role.

Benefits

• 100% Company-funded Health and dental and vision discount plan for employees and immediate family members.

• Life insurance.

• Phone finance, Headphone, home office equipment and wellness perks.

• 30 days of Christmas bonus

• 20 days paid Vacation

• 50% Vacation premium

• $2,000 MXN monthly grocery coupons

• $2,000 USD annual Co-working Travel perk

• $2,000 USD annual Professional Development perk

• Catered lunches

PayJoy is proud to be an Equal Employment Opportunity employer and we welcome and encourage people of all backgrounds. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

PayJoy Principles

Finance for the next billion * Ownership * Break Through Walls * Live Communication * Transparency & Directness * Focus on Scale * Work-Life Balance * Embrace Diversity * Speed * Active Listening